Canopy Integrations


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Typeform
Forms & SurveysHubSpot
Marketing AutomationTrello
Project ManagementGoogle Forms
Forms & Surveys +1
Forms & Surveys, GoogleSlack
Team ChatJotForm
Forms & SurveysWufoo
Forms & SurveysActiveCampaign
Marketing AutomationMicrosoft Office 365
Email +1
Email, MicrosoftProposify
Proposal & Invoice ManagementKeap Max Classic
Marketing Automation +1
Marketing Automation, PremiumGoogle Drive
File Management & Storage +1
File Management & Storage, GoogleAlchemer
Forms & SurveysHighLevel
Marketing AutomationZoho CRM
CRM (Customer Relationship Management)Â +2
CRM (Customer Relationship Management), Premium, ZohoAirtable
DatabasesDropbox
File Management & StorageSalesforce
CRM (Customer Relationship Management)Â +1
CRM (Customer Relationship Management), PremiumXero
Accounting +1
Accounting, PremiumWix Automations
CRM (Customer Relationship Management)Constant Contact
Email NewslettersScheduleOnce
Scheduling & BookingDubsado
CRM (Customer Relationship Management)Drip
Drip EmailsOneNote
Microsoft +1
Microsoft, NotesInsightly
CRM (Customer Relationship Management)OneDrive
File Management & Storage +1
File Management & Storage, MicrosoftSetmore Appointments
Scheduling & BookingPipedrive
CRM (Customer Relationship Management)GreenRope
CRM (Customer Relationship Management)ClickUp
Project Management17hats
CRM (Customer Relationship Management)Facebook Lead Ads
Ads & Conversion +2
Ads & Conversion, Facebook, PremiumShopify
eCommerce +1
eCommerce, PremiumConvertKit
Drip EmailsKajabi
eCommerceMicrosoft Excel
Microsoft +1
Microsoft, SpreadsheetsMailerLite
Email NewslettersCognito Forms
Forms & SurveysAWeber
Email NewslettersRingCentral
Phone & SMSMailgun
Transactional EmailWealthbox CRM
CRM (Customer Relationship Management)BannerSeason
Marketing AutomationClose
CRM (Customer Relationship Management)Karbon
Project ManagementSalesmsg
Phone & SMSTaxDome
Accounting +1
Accounting, BetaWave
AccountingFormstack
Forms & SurveysDocuSign
SignaturesTeamwork
Project ManagementClickFunnels
Marketing AutomationStripe
Payment ProcessingGravity Forms
Forms & Surveys +1
Forms & Surveys, WordPressGoogle Tasks
Google +1
Google, Task ManagementSurveyMonkey
Forms & SurveysGoogle Cloud Print
Devices +1
Devices, GoogleSharpSpring
Marketing AutomationQuotient
Proposal & Invoice ManagementCapsule CRM
CRM (Customer Relationship Management)Citrix ShareFile
File Management & StorageHelloSign
SignaturesThryv
CRM (Customer Relationship Management)PracticePanther Legal Software
CRM (Customer Relationship Management)PreciseFP
Forms & SurveysWix Answers
Customer SupportSignNow
SignaturesNoko
Time Tracking SoftwareDialMyCalls
Phone & SMSCallHippo
Beta +1
Beta, Phone & SMSConvertCalculator
Beta +1
Beta, Forms & SurveysCallOnTheGo
Phone & SMSAzendoo
Project ManagementHelp Scout
Customer SupportAccelo
Project ManagementChargeOver
Payment ProcessingAnswerForce
Customer SupportGoProposal
Beta +1
Beta, Proposal & Invoice ManagementMicrosoft To-Do
Microsoft +1
Microsoft, Task ManagementDialpad
Phone & SMSConnect Canopy to 3,000+ Apps
Connect Canopy to...
The following Canopy Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
Actions
- Create Business Contact
Creates a business contact.
- Create Individual Contact
Creates a new individual contact.
- Update Business Contact
updates a business contact.
- Update Individual Contact
Updates a new individual contact.
Searches
- Finds a Business Contact
Finds a business contact by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID
- Finds an Individual Contact
Finds an individual contact by first name, last name, email, and external id. Must have one of the following filters: - First Name and Last Name - Email Address - External ID.
- Find or Create Business Contact
Find or create a business contact
- Find or Create Individual Client
Find or create an individual client
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