Do More With Crelate
Zapier allows you to instantly connect Crelate with 1,500+ apps to automate your work and find productivity super powers.
Create new Google contacts from Crelate candidates and clients
Finding yourself spending too much time adding new Crelate contacts to your Google Contacts? Keep accurate lists in two locations with this Crelate to Google Contacts integration. Once the Zapier automation is configured and a new client/contact is added to the Crelate CRM, it will sync to Google Contacts, so you can reach out from your Gmail account.
Add tasks in Crelate when new cards are created in Trello
Create contacts in Constant Contact from new contacts in Crelate
Engage contacts with personalized email campaigns using this Zapier integration that creates records in Constant Contact from Crelate contacts, and can direct contacts to specific segmented lists. Once the integration is configured, contacts added to Crelate will automatically be added to your chosen list in Constant Contact.
Send channel messages in Slack when new jobs are added in Crelate
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Launched on Zapier March 7, 2019
Zapier combines Triggers (like "New Contact") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Crelate Triggers, Searches, and Actions are supported by Zapier:
Creates a new company.
Creates a new contact.
Creates a new job.
Creates a new note.
Creates a new task.
Updates an existing company.
Updates an existing contact.
Update an existing job.
Updates a company, contact, or job's tags.
Triggers when a contact is created.
Triggers when a contact's details are updated. Does not trigger on new activities.
Triggers when a job is created.
Triggers when a job's details are updated. Does not trigger on new activities.
Triggers when a company is created.
Triggers when a company's details are updated. Does not trigger on new activities.
Finds an existing company.
Finds an existing contact.
Finds an existing job.
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