Contactually Integrations

  • Add new Facebook Lead Ad leads as contacts to Contactually

    Are you tired of manually copying and pasting new Facebook leads into Contactually? Once this integration is configured, new Facebook Lead Ad leads will get automatically added as contacts in Contactually, speeding up your sales cycle and saving you time.

    How this Facebook Lead Ads-Contactually integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new contact in Contactually

    Apps involved

    • Facebook Lead Ads
    • Contactually
  • Add Contactually contacts from new incoming Gmail messages

    If you want to be sure that everyone who reaches out to you gets added to your CRM workflow, this Gmail Contactually integration is a great start. Once active, you can watch a Gmail inbox for incoming emails and automatically add the sender's information to Contactually.

    Note: this Zap can be set to trigger on any incoming email or only those associated with a specific label or mailbox.

    How It Works

    1. A new email is received in Gmail
    2. Zapier automatically adds a contact to Contactually

    What You Need

    • Gmail account
    • Contactually account
  • Create Contactually contacts from new business card transcriptions in FullContact

    A pocketful of business cards doesn't do you much good. Use this integration to get those contacts out of your pocket and into your CRM automatically. After you set it up, whenever a new business card is transcribed via FullContact, Zapier will add that contact to Contactually automatically.

    How It Works

    1. A new business card is transcribed via FullContact
    2. Zapier adds that unique sender as a contact in Contactually

    What You Need

    • A FullContact account
    • A Contactually account
  • Add new Constant Contact contacts to Contactually

    Make the most of your email and social media marketing with this time-saving Constant Contact Contactually integration. After a simple setup, any new contact added to your Constant Contact list will also be added to your Contactually list, allowing you to immediately engage a powerful CRM pipeline.

    How It Works

    1. A new contact is added to Constant Contact
    2. Zapier automatically adds a contact to Contactually

    What You Need

    • Constant Contact account
    • Contactually account
  • Add new Gravity Forms submissions as contacts in Contactually

    Moving new contacts from a form on your website to your CRM manually isn't necessary. Use this automation to add new contacts collected via Gravity Forms to Contactually. That way, you can kick off messaging to build the long-lasting relationships that generate more repeat & referral business.

    How this Gravity Forms-Contactually integration works

    1. A new form is submitted via Gravity Forms
    2. Zapier adds this contact to Contactually

    Apps involved

    • Gravity Forms
    • Contactually
  • Add new StreetText leads as contacts on Contactually

    Have you ever had a contact fall through the cracks? Keeping your contacts organized and prioritized is a key step to getting more clients, referrals and business. Set up this integration, and every new StreetText lead will automatically be added as a contact on Contactually so everything is nicely organized and on track.

    How this StreetText-Contactually integration works

    1. A new StreetText lead is captured in your funnel
    2. Zapier adds this lead as a contact on Contactually

    Apps involved

    • StreetText
    • Contactually
  • Create Contactually contacts from ScheduleOnce bookings

    Find yourself with different contacts across different apps? Why not connect them together and make sure you have the information where you need it most? By integrating ScheduleOnce with Contactually through Zapier, you can send those customers that come through during the booking process over to create a new Contactually contact.

    Note: This integration will only work if the customer's email address is provided in ScheduleOnce booking form.

    How It Works

    1. You have a new booking in ScheduleOnce
    2. Zapier creates a new Contactually contact based on the customer’s data provided during the booking process

    What You Need

    • ScheduleOnce account
    • Contactually account
  • Add new Kunversion leads to Contactually

    When Kunversion captures a new lead, you can have it sent directly to Contactually. Whenever a new lead is created in Kunversion, this integration will automatically send the contact to Contactually without wasting time by copy and pasting them manually.

    *Note: This integration doesn't import existing Kunversion leads into Contactually CRM, only new leads after you've set it up.

    How this Kunversion-Contactually integration works

    1. New lead created in Kunversion
    2. New contact created in Contactually

    Apps involved

    • Kunversion
    • Contactually
  • Create Contactually contacts from new Real Geeks leads

    Want to continue using your CRM to manage your leads while taking advantage of Real Geek's lead generation websites? Activate this integration and your leads will be added as contacts in Contactually for every signup on your website from then on, letting you have the best of both worlds.

    How this Real Geeks-Contactually integration works

    1. A new lead signs up on your Real Geeks website
    2. Zapier automation creates a contact on Contactually

    Apps involved

    • Real Geeks
    • Contactually
  • Create Contactually tasks for new Google Calendar events

    Whether you're planning a wedding, a roadtrip, or marketing campaign, there are always a number of key tasks to perform when milestones come around. Set up this Google Calendar Contactually integration to automatically create actionable tasks for your projects by creating a new task in Contactually whenever a new event is created on a specific Google Calendar.

    How It Works

    1. A new event is created in Google Calendar
    2. Zapier automatically adds a contact to Contactually

    What You Need

    • Google Calendar account
    • Contactually account
  • Add new HubSpot contacts to your Contactually database

    HubSpot is a powerful, all-encompassing marketing suite. But if you're using a dedicated app like Contactually for your customer relationship management, this Zap will automatically copy any new HubSpot contacts over to Contactually. No more mashing on your copy/paste keyboard shortcuts.

    Josh Johnson of the marketing company Influence & Co. uses Zapier to automatically import qualified HubSpot leads over to Contactually, where it's easier to follow up with potential customers.

    How It Works

    1. Zapier watches for new contacts in your HubSpot account.
    2. Whenever a new HubSpot contact is created, Zapier also creates that contact in Contactually.

    What you need

    1. A HubSpot account
    2. A Contactually account
  • Add new Eventbrite attendees as Contactually contacts

    It's easy to lose track of information during the rush of prepping and running an event, but this Eventbrite Contactually integration can help ensure not a single attendee falls through the cracks. Once you activate it, all new Evenbtrite attendees will also be added to Contactually, freeing you to follow up with them whenever you choose.

    How It Works

    1. A new attendee is added to Eventbrite
    2. Zapier automatically adds a contact to Contactually

    What You Need

    • Eventbrite account
    • Contactually account
  • Add new Typeform entries as Contactually contacts

    Collecting contact info via a form? Use this integration to create new contacts in your CRM automatically. After you set it up, whenever someone fills out your Typeform, their info will automatically be added to Contactually. That way, you don't have to worry about adding new contacts one by one, freeing up time to build these new relationships.

    How this Typeform-Contactually integration works

    1. A new Typeform submission is received
    2. Zapier adds the contact info as a new contact in Contactually

    Apps involved

    • Typeform
    • Contactually
  • Add contacts to Contactually for emails sent from BombBomb

    Want to make sure your Contactually lists have all the information they need to track all those users you've reached out to on BombBomb? Activate this BombBomb Contactually integration and you'll always have the latest data from then on: each new email you send on BombBomb will trigger it, adding a new contact to Contactually automatically for every one so that you can be sure no one gets left out.

    How It Works

    1. A new email is sent on BombBomb
    2. Zapier automatically adds a contact to Contactually

    What You Need

    • BombBomb account
    • Contactually account
  • Add Contactually contacts from new Jotform submissions

    More contacts coming in via Jotform than you can handle? Automate your workflow so it's as fast as your acquisition with this Jotform Contactually integration. By setting up integration, you'll guarantee that any new Jotform submission is sent to Contactually to create a new contact.

    How It Works

    1. A new submission is added to a Jotform
    2. Zapier automatically adds a contact to Contactually

    What You Need

    • Jotform account
    • Contactually account
  • Send new Contactually contacts to Realvolve

    Tired of copying your contact information across all your apps? Put some Zapier automation to work and we'll be sure to spread it around the moment it's added once. This Contactually Realvolve integration will connect Contactually and Realvolve for you, automatically adding a new Realvolve contact with all the information from every new one created on Contactually after everything is set up.

    How It Works

    1. A new contact is added on Contactually
    2. Zapier automatically creates a contact on Realvolve

    What You Need

    • Contactually account
    • Realvolve account
  • Add new JotForm respondents as new contacts on Contactually

    You never know when you'll need to have that contact information front and center; make it easy on yourself and automate that capture so you don't ever have to worry about copying names and emails again. After you've set up this integration, it will trigger with each new form submission you get on JotForm, automatically sending the information to Contactually so a new contact can be created from all the details we extract.

    How this JotForm-Contactually integration works

    1. A new JotForm submission is received
    2. Zapier automation creates a new contact on Contactually

    Apps involved

    • JotForm
    • Contactually
  • Add new IDX Broker leads to Contactually

    IDX Broker can bring in leads and now you can unlock the power of your network by sending those leads straight to Contactually. Get lead information from IDX Broker to Contactually so that you can nurture those leads and sell more real estate.

    How this IDX Broker-Contactually integration works

    1. A new lead signs up on IDX Broker
    2. Zapier sends the lead data over to Contactually

    Apps involved

    • IDX Leads
    • Contactually
  • Add new RealScout clients to Contactually as contacts

    Keeping in touch with your contacts can be hard. Good thing there are tools to help you do it seamlessly. Use this Zap to automatically add new RealScout clients to Contactually. From there, you can engage with your clients and continue to drive value to your real estate business.

    Note: This Zapier integration doesn't import existing RealScout clients into Contactually, only new clients after you've set it up.

    How this RealScout-Contactually integration works

    1. Add a new client into RealScout
    2. Zapier will add the client to Contactually as a contact

    Apps involved

    -RealScout -Contactually

  • Add new SweepBright leads to Contactually as contacts

    Moving new leads from SweepBright to Contactually manually can take up a lot of time. Set up this Zap and every new SweepBright lead will automatically be added as a contact in your Contactually account. Now, you can focus on bigger-picture items like making sales instead of manually entering leads in your contact management tool.

    Note: This Zapier integration doesn't import existing SweepBright leads into Contactually. Only new leads created after you've set up this Zap will be added to your Contactually account.

    How It Works

    1. A new lead is created in SweepBright
    2. Zapier creates or updates a contact in Contactually

    What You Need

    • a SweepBright account
    • a Contactually account
  • Add new RealScout client events to Contactually as interactions

    When you know what properties your clients are interested in, you can better understand their needs and show them relevant properties that come up. Use this Zap to automatically create new interactions in Contactually when your clients view, save or hide properties on RealScout. That way, you don't have to switch between tools to understand what your clients are clicking recently.

    Note: This Zapier integration doesn't import existing client events into Contactually, only new client events after you've set it up.

    How this RealScout-Contactually integration works

    1. A client views, saves, or hides a property on RealScout
    2. Zapier will add a new Interaction on the client's account in Contactually with the property's details

    Apps involved

    -RealScout -Contactually

  • Subscribe new Contactually contacts to a MailerLite list

    You've already added your contact information to Contactually, so why waste time copying it elsewhere in your system when we can do that for you? After being set up, this Zap will capture every new Contactually contact you add, automatically adding them as a new subscriber to MailerLite as soon as they're detected.

    How It Works

    1. A new contact is created on Contactually
    2. Zapier automatically creates a new MailerLite subscriber

    What You Need

    • Contactually account
    • MailerLite account
  • Create Contactually tasks when new feedback is added to SweepBright leads

    Hooray! Someone reacted to your real estate listing! But that means there is probably a follow-up task to be completed. Make sure you track that task through completion using Contactually. When you connect SweepBright to Contactually via this Zap, Zapier will automatically create a new Contactually task each time new feedback is added to a lead in SweepBright.

    How It Works

    1. Feedback for a lead is added in SweepBright
    2. Zapier automatically creates a task in Contactually with the selected data

    What You Need

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

    Keep your contacts in Contactually fresh! Update your contacts in Contactually when you alter the info of your leads in SweepBright. Setup this Zap and your contacts in Contactually will be updated whenever you change the details of a SweepBright lead.

    How It Works

    1. A lead is updated in SweepBright
    2. Zapier updates a contact in Contactually

    What You Need

    • a SweepBright account
    • a Contactually account
  • Mail handwritten Thankster cards to new contacts on Contactually

    Want to make your customers smile? A handwritten card can do just the trick, and you don't even have to write it yourself. Set up this automation, and Zapier will automatically send a handwritten Thankster to every new Contactually contact's address. While you're free to keep working.

    Note: Before you set up the Zap, you can create a custom card in Thankster (including cover design and handwriting style), or choose a generic card template.

    How It Works

    1. Create a new contact in Contactually
    2. Zapier sends a Thankster card to your contact

    What You Need

    • Contactually account
    • Thankster account

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Contactually Integration Details

Launched on Zapier November 22, 2013

Zapier combines Triggers (like "New Contact") and Actions (like "Create/Update Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Contactually Triggers, Searches, and Actions are supported by Zapier:

Create/Update Contact

Creates a new contact or updates an existing contact.

Create Task

Create a new Task.

Create Interaction

Creates a new interaction for with a contact.

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 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 Partner User's Contact

Creates a new contact for the given partner user.

Find Contact

Finds an existing contact by their email address.

Find Bucket

Finds an existing bucket.

Find Partner's Users

Finds a partner's users.

Find Partner User's Buckets

Finds all of partner user's buckets.

New Contact

Triggers when a new Contact is created.

New Bucketed Contact

Triggered when a contact is added to the specified bucket.

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