BuyerAssist Integrations

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Quickly automate BuyerAssist integrations with Zapier's templates

Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages
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HubSpot + Formatter by Zapier + BuyerAssist + 1 more
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 BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages

Details

Try it

HubSpot + Formatter by Zapier + BuyerAssist + 1 more

Create BuyerAssist contacts from new or updated HubSpot companies

Details

Try it

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

Supported triggers and actions

What does this mean?

New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
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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 IDRequired
- Notes IDRequired
- CommentRequired
Action
Write

- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Write
- Template ID
- Company Id
- Company nameRequired
- Display nameRequired
- Opportunity/Deal Id
- Mutual Success Plan NameRequired
- Mutual Success Plan Start DateRequired
- Mutual Success Plan Close DateRequired
Action
Write

- MSP IDRequired
- Milestone IDRequired
- Task NameRequired
- Task Due DateRequired
- Task DescriptionRequired
- Is Internal
Action
Write
- Company IDRequired
- Company Name
- Display Name
Action
Write
- Opportunity IDRequired
- Opportunity NameRequired
- 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 IDRequired
- MSP IDRequired
- Task StatusRequired
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- MSP IDRequired
- Milestone NameRequired
Action
Search
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- MSP IDRequired
Action
Search
- User EmailRequired
Action
Search
- OPP IDRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Search or write
- MSP IDRequired
- Milestone NameRequired
- Milestone Template ID
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
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 NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Write
- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Write
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company IDRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact IDRequired
- Email
- First Name
- Last Name
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- Search property nameRequired
- Search property Value
Action
Search
- External Company IDRequired
Action
Search
- MSP IDRequired
Action
Search
- MSP IDRequired
- Milestone IDRequired
Action
Search
- MSP IDRequired
Action
Search
- External Opportunity ID Required
Action
Search
- MSP IDRequired
- Task IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Search or write
- Search property nameRequired
- Search property Value
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

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.

BuyerAssist Integrations

Do more with BuyerAssist integrations

HubSpot

Slack

Pipedrive

Google Sheets

Freshdesk

Jira Software Cloud

Asana

Zendesk

Google Drive

HubSpot

Slack

Pipedrive

Google Sheets

Freshdesk

Jira Software Cloud

HubSpot

Slack

Pipedrive

Google Sheets

Freshdesk

Jira Software Cloud

Asana

Zendesk

Google Drive

Join millions worldwide who automate their work using Zapier

Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages

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 BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages

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

New Contact (Relationship Map)

New Mutual Success Plan

New Task

Updated Methodology Details in BuyerAssist

Add Comment to Task

Create Contact

Create Mutual Success Plan

Create Task

Update Company Details

Update Opportunity Details

Update Task Status

Find or Create Company

Find or Create Milestone

Get Company by Company ID

Get Contact by ID

Get Milestones by MSP ID

Get Associated Mutual Success Plans by Email ID (Admin)

Get Mutual Success Plan by Opportunity ID

Get Opportunity by Opportunity ID

Find or Create Company

Find or Create Milestone

New Assignee

New Opportunity

New Contact

Updated Task in Mutual Success Plan

Create Company

Create Milestone

Create Opportunity

Create User

Update Contact

Update Task

Update Contact Details

Find or Create Contact

Find or Create Opportunity

Get Company From External Company ID

Get Methodology Details by MSP ID

Get Milestone by Milestone ID

Get Mutual Success Plan by MSP ID

Get Opportunity From External Opportunity ID

Get Task

Find or Create Contact