BuyerAssist Integrations

Name: Zapier
Availability: InStock

Put BuyerAssist to work with AI and enterprise-grade automation

Automate smarter with BuyerAssist and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Drive

File Management & Storage, Google

ActiveCampaign

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Airtable

Databases

Asana

Project Management

Wix

Website Builders

Humanitix

Event Management

Launch27

Scheduling & Booking

Big Cartel

eCommerce

Google Drive

File Management & Storage, Google

ActiveCampaign

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Airtable

Databases

Asana

Project Management

Wix

Website Builders

Google Drive

File Management & Storage, Google

ActiveCampaign

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Airtable

Databases

Asana

Project Management

Wix

Website Builders

Humanitix

Event Management

Launch27

Scheduling & Booking

Big Cartel

eCommerce

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create BuyerAssist contacts from new or updated HubSpot companies
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HubSpot + BuyerAssist
Create BuyerAssist companies from newly created or updated HubSpot companies
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HubSpot + BuyerAssist
Create BuyerAssist opportunities for new HubSpot contacts
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HubSpot + BuyerAssist
Create BuyerAssist companies from new or updated ActiveCampaign contacts
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ActiveCampaign + BuyerAssist
Create BuyerAssist contacts from new or updated ActiveCampaign contacts
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ActiveCampaign + BuyerAssist
Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign
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ActiveCampaign + BuyerAssist

Create BuyerAssist contacts from new or updated HubSpot companies

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HubSpot + BuyerAssist

Create BuyerAssist companies from newly created or updated HubSpot companies

Details

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HubSpot + BuyerAssist

Create BuyerAssist opportunities for new HubSpot contacts

Details

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HubSpot + BuyerAssist

Create BuyerAssist companies from new or updated ActiveCampaign contacts

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ActiveCampaign + BuyerAssist

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

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ActiveCampaign + BuyerAssist

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

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ActiveCampaign + BuyerAssist

Create new BuyerAssist opportunities from new Pipedrive leads

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Pipedrive + BuyerAssist

Create new BuyerAssist companies from Pipedrive activities instantly

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Pipedrive + BuyerAssist

Create new BuyerAssist contacts from Pipedrive activities

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Pipedrive + BuyerAssist

Create opportunities in BuyerAssist for new Klaviyo events

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Klaviyo + BuyerAssist

Add new Klaviyo events to BuyerAssist as contacts

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Klaviyo + BuyerAssist

Create new BuyerAssist companies from incoming Close opportunities

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Close + BuyerAssist

Create new BuyerAssist opportunities from new Pipedrive leads
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Pipedrive + BuyerAssist
Create new BuyerAssist companies from Pipedrive activities instantly
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Pipedrive + BuyerAssist
Create new BuyerAssist contacts from Pipedrive activities
Details
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Pipedrive + BuyerAssist
Create opportunities in BuyerAssist for new Klaviyo events
Details
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Klaviyo + BuyerAssist
Add new Klaviyo events to BuyerAssist as contacts
Details
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Klaviyo + BuyerAssist
Create new BuyerAssist companies from incoming Close opportunities
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Close + BuyerAssist

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
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New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
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New Task
Triggered when a new task is created in Mutual Success Plans.
Trigger
Instant
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Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Trigger
Instant
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- MSP ID
  Required
- Notes ID
  Required
- Comment
  Required
Action
Write

- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Write
- Template ID
- Company Id
- Company name
  Required
- Display name
  Required
- Opportunity/Deal Id
- Mutual Success Plan Name
  Required
- Mutual Success Plan Start Date
  Required
- Mutual Success Plan Close Date
  Required
Action
Write

- MSP ID
  Required
- Milestone ID
  Required
- Task Name
  Required
- Task Due Date
  Required
- Task Description
  Required
- Is Internal
Action
Write
- Company ID
  Required
- Company Name
- Display Name
Action
Write
- Opportunity ID
  Required
- Opportunity Name
  Required
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task ID
  Required
- MSP ID
  Required
- Task Status
  Required
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- MSP ID
  Required
- Milestone Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- User Email
  Required
Action
Search
- OPP ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Search or write
- MSP ID
  Required
- Milestone Name
  Required
- Milestone Template ID
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Search or write

New Assignee
Triggered when User Add or Update Task assignee.
Trigger
Instant
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New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Trigger
Instant
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New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
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Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
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- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Write
- MSP ID
  Required
- Milestone Template ID
- Milestone Name
  Required
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Write
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company ID
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Contact ID
  Required
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP ID
  Required
- Task ID
  Required
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- Search property name
  Required
- Search property Value
Action
Search
- External Company ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- MSP ID
  Required
- Milestone ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- External Opportunity ID
  Required
Action
Search
- MSP ID
  Required
- Task ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Search or write
- Search property name
  Required
- Search property Value
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

For builders

Let your AI safely access BuyerAssist

Go beyond Zap workflows. Install Zapier in your AI to call BuyerAssist actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in BuyerAssist from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Comment to Task
Create Company

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose BuyerAssist actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a BuyerAssist connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "buyerassist", owner: "me" });

await zapier.runAction({
  app: 'buyerassist',
  action: 'create_comment',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

BuyerAssist Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

HelpHelp

Related categories

Sales & CRM

BuyerAssist Integrations

Put BuyerAssist to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create BuyerAssist contacts from new or updated HubSpot companies

Create BuyerAssist companies from newly created or updated HubSpot companies

Create BuyerAssist opportunities for new HubSpot contacts

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Create BuyerAssist contacts from new or updated HubSpot companies

Create BuyerAssist companies from newly created or updated HubSpot companies

Create BuyerAssist opportunities for new HubSpot contacts

Create BuyerAssist companies from new or updated ActiveCampaign contacts

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

Create opportunities in BuyerAssist for new or updated contacts in ActiveCampaign

Create new BuyerAssist opportunities from new Pipedrive leads

Create new BuyerAssist companies from Pipedrive activities instantly

Create new BuyerAssist contacts from Pipedrive activities

Create opportunities in BuyerAssist for new Klaviyo events

Add new Klaviyo events to BuyerAssist as contacts

Create new BuyerAssist companies from incoming Close opportunities

Create new BuyerAssist opportunities from new Pipedrive leads

Create new BuyerAssist companies from Pipedrive activities instantly

Create new BuyerAssist contacts from Pipedrive activities

Create opportunities in BuyerAssist for new Klaviyo events

Add new Klaviyo events to BuyerAssist as contacts

Create new BuyerAssist companies from incoming Close opportunities

Let your AI safely access BuyerAssist

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

BuyerAssist Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular BuyerAssist Integrations

Popular BuyerAssist Integrations

Connect Your App Accounts to Zapier