BuyerAssist Integrations

Do more with BuyerAssist integrations

Zapier lets you connect BuyerAssist with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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HubSpot

Marketing Automation

Slack

Team Chat

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Jira Software Cloud

Project Management

Asana

Project Management

Zendesk

Customer Support

Google Drive

File Management & Storage, Google

Freshdesk

Customer Support

HubSpot

Marketing Automation

Slack

Team Chat

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Jira Software Cloud

Project Management

Asana

Project Management

HubSpot

Marketing Automation

Slack

Team Chat

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Jira Software Cloud

Project Management

Asana

Project Management

Zendesk

Customer Support

Google Drive

File Management & Storage, Google

Freshdesk

Customer Support

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate BuyerAssist integrations with Zapier's templates

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

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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
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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

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.

triggers, actions, or triggers and actions

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
- Milestone 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
- Opportunity Name
  Required
- Task Due Date
  Required
- Description
- Is Internal
Action
Write
- Company ID
  Required
- Company Name
  Required
- Display Name
Action
Write
- Opportunity ID
  Required
- Opportunity Name
  Required
- Account ID
  Required
- Amount
- Description
- Stage Name
- Close Date
- Source System
  Required
- External 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
- Milestone Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- MSP ID
Action
Search
- Email
Action
Search
- Opportunity 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
- 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
- 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 ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Contact ID
  Required
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP ID
  Required
- Task ID
  Required
- Opportunity Name
  Required
- Task Due Date
  Required
- Description
- Milestone ID
  Required
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 ID
Action
Search
- MSP ID
Action
Search
- MSP ID
- Milestone ID
  Required
Action
Search
- MSP ID
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 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.

Related categories

Sales & CRM

BuyerAssist Integrations

Do more with BuyerAssist integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate BuyerAssist integrations with Zapier's templates

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

Supported triggers and actions

Popular BuyerAssist Integrations

Popular BuyerAssist Integrations