Clevertim CRM Integrations
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Add new Facebook Lead Ad leads as a new contact in Clevertim CRM
Are you manually uploading Facebook leads into Clevertim CRM? Do you wish your sales teams were getting those leads faster? Let Zapier automate this task fro you! Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Clevertim CRM for you, allowing you to spend more time with your leads.
How this Facebook Lead Ads-Clevertim CRM integration works
- A new lead is captured in Facebook Lead Ads
- Zapier creates a new contact in Clevertim CRM
Apps involved
- Facebook Lead Ads
- Clevertim CRM
Add ActiveCampaign contacts from new Clevertim CRM contacts
Don't want to risk overlooking any of your CRM contacts when it comes to your marketing? Set up this Zap and we'll coordinate everything between Clevertim CRM and ActiveCampaign for you. It will trigger whenever you add a new contact on Clevertim CRM, responding by either updating a contact on ActiveCampaign or creating a new one if no match is found.
How It Works
- A new contact is added on Clevertim CRM
- Zapier automatically adds or updates a new contact on ActiveCampaign
What You Need
- Clevertim CRM account
- ActiveCampaign account
Create Clevertim CRM cases from Zendesk tickets
Want to make sure your CRM is aware of any and all support issues? We can route everything from Zendesk into Clevertim CRM for you automatically so you never have to worry about missing one again. Just set up this Zap and you'll be on your way—every new ticket created on Zendesk will then be passed on to Clevertim CRM for you, creating a new case with all the details you need.
How It Works
- A new ticket is added on Zendesk
- Zapier automatically adds a new case on Clevertim CRM
What You Need
- Zendesk account
- Clevertim CRM account
Create new opportunities on Clevertim CRM for finished chats on HappyFox Chat
Every conversation with a customer is an opportunity. After this chat, will this opportunity slip away? If you use this Zapier integration, we can help you capture it. To do that, you can create new opportunities on Clevertim CRM for newly finished chats on HappyFox Chat.
How this HappyFox Chat-Clevertim CRM integration works
- A new chat is finished on HappyFox Chat
- Zapier creates a new opportunity on Clevertim CRM
Apps involved
- HappyFox Chat
- Clevertim CRM
Add Clevertim CRM tasks from MailChimp unsubscribers
Need your CRM to track and deal with all those unsubscriptions more effectively? This automation should help once everything's set up: it will trigger whenever a user unsubscribes from MailChimp, automatically creating a new task on Clevertim CRM so each can be dealt with appropriately.
How It Works
- A new user unsubscribes from MailChimp
- Zapier automatically creates a new task on Clevertim CRM
What You Need
- MailChimp account
- Clevertim CRM account
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Clevertim CRM Integration Details
Launched on Zapier January 17, 2013
Zapier combines Triggers (like "New Case") and Actions (like "New Case") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Clevertim CRM Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new case is created.
Triggers when a new company is created.
Triggers when a new contact (person) is created.
Triggers when a new opportunity is created.
Triggers when a new task is created.
Create a new case.
Create a new company.
Create a new contact (person).
Create a new opportunity.
Create a new task.
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