Connect CB Insights and Trigger to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate CB Insights with Trigger - no code necessary. See how you can get setup in minutes.
Select a trigger from CB Insights
A trigger is an event that starts your Zap and runs the workflow. For example, with CB Insights, a trigger could be "Get Business Relationships."
Setup an action from Trigger
An action is what takes place after the automation is triggered. For example, with Trigger, the action could be "Create New Company."
That’s it! You just connected CB Insights to Trigger
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Customers have created over 25 million Zaps on the platform
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Connect CB Insights and Trigger to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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.
- Organization IDRequired
- Limit
Try ItTriggerPolling- Organization IDs
- Organization name
- Organization URL
- Keyword
- Minimum last funding date
- Maximum last funding date
- Last Funding Round Categories
- Organization Status
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Country IDs
- Region IDs
- State IDs
- City IDs
Try ItTriggerPolling- Organization name
- Organization URL
ActionSearch- New Project
Triggers when a new Project is added.
Try ItTriggerPolling
- Organization IDs
- Funding Round Category IDs
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Region IDs
- Country IDs
- State IDs
- City IDs
- Investor Organization IDs
- Minimum Deal Date
- Maximum Deal Date
- Limit
Try ItTriggerPolling- Organization IDs
ActionSearch- New Task
Triggers when a new Task is added.
Try ItTriggerPolling - New Company
Triggers when a new Company is added.
Try ItTriggerPolling
About CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
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About Trigger
Trigger is cloud software for project management, collaboration, and time tracking. Closely integrated with Xero, you can import your customers, accounts and tracking categories, then send invoices. Task titles become line-items, timesheets become invoices - our workflow is coherent, and saves you time.
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