How to connect Click2Mail + DealMachine
Zapier lets you send info between Click2Mail and DealMachine automatically—no code required.
- Create a PostcardCreate a postcard.Action
- Create a LetterCreate a letter using a document from your account.Action
- Create a NotecardCreate a notecard.Action
- Create Other MailpieceCreate Other Mailpiece.Action
- Deal Status ChangedTriggers when a deal changes to a new status.Trigger
- Mail Status ChangedTriggers when a delivered mail item changes to a new status.Trigger
- New DealTriggers when a new deal is created.Trigger
- New Owner AddressTriggers when a property owner address is added to a new or existing deal.Trigger
Triggers when a new property owner's email address is added.
Triggers when a new property owner's phone number is added.
Triggers when a new member joins your team.
- Step 1: Authenticate Click2Mail and DealMachine.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.