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crm4 solution
crm4 solution
1. Choose trigger event
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Pingueen
2. Choose action
1. Select the event
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crm4 solution
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Choose a trigger
A trigger is the event that starts your Zap.
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An action happens after the trigger—such as "Assign Agent to a Client" in Pingueen.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Fiscal Code
- VAT
- Exclude if present in campaign
- Destination Campaign in Crm4Required
- Note (Extra)
- Website URL (Extra)
- Campaign Source (Extra)
- Campaign Name (Extra)
- Update Extra (Extra)
ActionWrite- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Destination CampaignRequired
- UserRequired
- Note
- Update customer if exists
- Exclude if present in campaign
ActionWrite- WhatsApp NumberRequired
- Client nameRequired
- Choose a Label
ActionWrite
- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Destination Campaign in Crm4Required
- Exclude if present in campaign
- White list
- Update Customer
- Black list
- Note (Extra)
- Website URL (Extra)
- Campaign Source (Extra)
- Campaign Name (Extra)
- Update Extra (Extra)
ActionWrite- Client PhoneRequired
- AgentRequired
ActionWrite- TemplateRequired
- WhatsApp NumberRequired
ActionWrite
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