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Integrations

Contactually Integrations

Ways to Automate Contactually

Add new Facebook Lead Ad leads as contacts to Contactually

Add Contactually contacts from new incoming Gmail messages

Create Contactually contacts from new business card transcriptions in FullContact

Add new Constant Contact contacts to Contactually

Add new Gravity Forms submissions as contacts in Contactually

Add new StreetText leads as contacts on Contactually

Create Contactually contacts from ScheduleOnce bookings

Add new Kunversion leads to Contactually

Create Contactually contacts from new Real Geeks leads

Create Contactually tasks for new Google Calendar events

Add new HubSpot contacts to your Contactually database

Add new Eventbrite attendees as Contactually contacts

Add new Typeform entries as Contactually contacts

Add contacts to Contactually for emails sent from BombBomb

Add Contactually contacts from new Jotform submissions

Send new Contactually contacts to Realvolve

Add new JotForm respondents as new contacts on Contactually

Add new IDX Broker leads to Contactually

Add new RealScout clients to Contactually as contacts

Add new SweepBright leads to Contactually as contacts

Add new RealScout client events to Contactually as interactions

Subscribe new Contactually contacts to a MailerLite list

Create Contactually tasks when new feedback is added to SweepBright leads

Update a contact in Contactually when a lead is updated in SweepBright

Mail handwritten Thankster cards to new contacts on Contactually

Create Contactually tasks from ScheduleOnce rescheduled bookings

Create Contactually tasks from ScheduleOnce bookings

Add new Wufoo entries to Contactually as tasks

Add tagged Infusionsoft contacts to Contactually

Add new Insightly Contacts to Contactually

Bucket newly labeled Gmail emails in Contactually

Add new Contactually contacts to RealScout as clients

Add new Contactually contacts to rezora

Add new TRIBUS CRM leads as contacts in Contactually

Create Contactually interactions when new Nuzzel intelligence report stories are found

Add new Google Forms responses to Contactually as contacts

Receive text messages when new contacts are added to a Contactually Bucket

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About Contactually

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

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Triggers

New Bucketed Contact

Triggered when a contact is added to the specified bucket.

New Contact

Triggers when a new Contact is created.

Searches

Find Contact

Finds an existing contact by their email address.

Find Partner User's Buckets

Finds all of partner user's buckets.

Find Bucket

Finds an existing bucket.

Find Partner's Users

Finds a partner's users.

Actions

Bucket Partner User's Contact

Adds a partner user's contact to a bucket.

Bucket Contact

Add the contact to a bucket.

Create Partner User Contact's Interaction

Creates a new partner user contact's interaction for with a contact.

Create/Update Contact

Creates a new contact or updates an existing contact.

Create Partner User

Creates a user under the current partner (requires permissions).

Create Partner User Contact's Note

Creates a note for a partner user's contact.

Create Task

Create a new Task.

Create Partner User's Contact

Creates a new contact for the given partner user.

Create Interaction

Creates a new interaction for with a contact.

What are Triggers, Searches, & Actions?

Triggers, Searches and Actions are the building blocks that power your integrations. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items. These combos—called "Zaps"—complete your tasks automatically.

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Tip Multi-Step Zaps

Try using one Trigger to send multiple Searches and Actions into motion. Multi-Step Zaps help your apps work in harmony.

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What's a Zap?

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!