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BuyerAssist Integrations

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Sales & CRM

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Integrate Slack with BuyerAssist

Slack

Team Chat
Integrate Google Sheets with BuyerAssist

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with BuyerAssist

Filter by Zapier

Developer Tools, Zapier
Integrate HubSpot with BuyerAssist

HubSpot

Marketing Automation
Integrate Jira Software Cloud with BuyerAssist

Jira Software Cloud

Project Management
Integrate Freshdesk with BuyerAssist

Freshdesk

Customer Support
Integrate Schedule by Zapier with BuyerAssist

Schedule by Zapier

Scheduling & Booking, Zapier
Integrate Formatter by Zapier with BuyerAssist

Formatter by Zapier

Documents, Zapier
Integrate Delay by Zapier with BuyerAssist

Delay by Zapier

Developer Tools, Zapier
Integrate Slack with BuyerAssist

Slack

Team Chat
Integrate Google Sheets with BuyerAssist

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with BuyerAssist

Filter by Zapier

Developer Tools, Zapier
Integrate HubSpot with BuyerAssist

HubSpot

Marketing Automation
Integrate Jira Software Cloud with BuyerAssist

Jira Software Cloud

Project Management
Integrate Freshdesk with BuyerAssist

Freshdesk

Customer Support
Integrate Slack with BuyerAssist

Slack

Team Chat
Integrate Google Sheets with BuyerAssist

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with BuyerAssist

Filter by Zapier

Developer Tools, Zapier

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Popular ways to use BuyerAssist workflows

  • Create Jira Software Cloud issues and get mutual success plans from new BuyerAssist tasks

    • BuyerAssist logo
    • Jira Software Cloud logo
    BuyerAssist + Filter by Zapier + Jira Software Cloud
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Get Task

    3. Then do this

      Step 3: Only continue if...

    4. Then do this

      Step 4: Get Mutual Success Plan by MSP ID

    5. Then do this

      Step 5: Create Issue

    Create Jira Software Cloud issues and get mutual success plans from new BuyerAssist tasks

    Create Jira Software Cloud issues and get mutual success plans from new BuyerAssist tasks
    • BuyerAssist logo
    • Jira Software Cloud logo
    BuyerAssist + Filter by Zapier + Jira Software Cloud
  • Complete BuyerAssist tasks from newly updated Jira Software Cloud issues

    • Jira Software Cloud logo
    • Filter by Zapier logo
    • BuyerAssist logo
    Jira Software Cloud + Filter by Zapier + BuyerAssist
    More details
    1. When this happens

      Step 1: Updated Issue

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Update Task Status

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

    • HubSpot logo
    • Google Sheets logo
    HubSpot + Formatter by Zapier + BuyerAssist + 1 more
    More details
    1. When this happens

      Step 1: Updated Deal Stage

    2. Then do this

      Step 2: Find Associations

    3. Then do this

      Step 3: Get Company

    4. Then do this

      Step 4: Date / Time

    5. Then do this

      Step 5: Date / Time

    6. Then do this

      Step 6: Create Mutual Success Plan

    7. Then do this

      Step 7: Create Spreadsheet Row

  • Update HubSpot deals from newly updated methodology details in BuyerAssist

    • BuyerAssist logo
    • HubSpot logo
    BuyerAssist + Google Sheets + HubSpot
    More details
    1. When this happens

      Step 1: Updated Methodology Details in BuyerAssist

    2. Then do this

      Step 2: Get Methodology Details by MSP ID

    3. Then do this

      Step 3: Lookup Spreadsheet Row

    4. Then do this

      Step 4: Update Deal

  • Create issues in JIRA Software Cloud when new tasks are created in BuyerAssist

    • BuyerAssist logo
    • Jira Software Cloud logo
    BuyerAssist + Delay by Zapier + Filter by Zapier + 1 more
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Delay For

    3. Then do this

      Step 3: Get Task

    4. Then do this

      Step 4: Only continue if...

    5. Then do this

      Step 5: Get Mutual Success Plan by MSP ID

    6. Then do this

      Step 6: Create Issue

  • Create Freshdesk tickets for new BuyerAssist tasks in specific milestones

    • BuyerAssist logo
    • Freshdesk logo
    BuyerAssist + Filter by Zapier + Freshdesk
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Get Task

    3. Then do this

      Step 3: Get Milestone by Milestone ID

    4. Then do this

      Step 4: Only continue if...

    5. Then do this

      Step 5: Get Mutual Success Plan by MSP ID

    6. Then do this

      Step 6: Create Ticket

  • Create Freshdesk tickets for new tasks in BuyerAssist

    • BuyerAssist logo
    • Freshdesk logo
    BuyerAssist + Filter by Zapier + Freshdesk
    More details
    1. When this happens

      Step 1: New Task

    2. Then do this

      Step 2: Get Task

    3. Then do this

      Step 3: Only continue if...

    4. Then do this

      Step 4: Get Mutual Success Plan by MSP ID

    5. Then do this

      Step 5: Create Ticket

  • Update task statuses in BuyerAssist with newly-updated tickets in Freshdesk

    • Freshdesk logo
    • BuyerAssist logo
    Freshdesk + Filter by Zapier + BuyerAssist
    More details
    1. When this happens

      Step 1: Update Ticket

    2. Then do this

      Step 2: Find Ticket by Id

    3. Then do this

      Step 3: Only continue if...

    4. Then do this

      Step 4: Update Task Status

Supported triggers and actions

What does this mean?
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buyerassist logo

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

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