Connect Customer Fields to SuperOffice CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Customer Fields to SuperOffice CRM with a Zapier template.

Our most popular template

Update contacts in SuperOffice CRM when customers are updated in Customer Fields
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Customer Fields + SuperOffice CRM
Update Customer Fields when contacts change in SuperOffice CRM
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Customer Fields + SuperOffice CRM

Update contacts in SuperOffice CRM when customers are updated in Customer Fields

Details

Try it

Customer Fields + SuperOffice CRM

Update Customer Fields when contacts change in SuperOffice CRM

Details

Try it

Customer Fields + SuperOffice CRM

How Zapier works

Zapier makes it easy to integrate Customer Fields with SuperOffice CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Customer Fields

A trigger is an event that starts your Zap and runs the workflow. For example, with Customer Fields, a trigger could be "Customer Added to Segment."

A trigger is the event that kicks off your automated workflow.

Setup an action from SuperOffice CRM

An action is what takes place after the automation is triggered. For example, with SuperOffice CRM, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Customer Fields to SuperOffice CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Customer Fields and SuperOffice CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Customer Fields and SuperOffice CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Segment
  Required
Trigger
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New Customer
Triggers when a new customer is created.
Trigger
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- Customer ID
  Required
Action
Write
- Search field
  Required
- Search value
  Required
Action
Search

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Sale
Triggers when a new sale is created.
Trigger
Instant
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New Request
Triggers when a new request is created.
Trigger
Instant
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Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

- Form
  Required
Trigger
Instant
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- Event name
  Required
- Event detail keys
Trigger
Instant
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- First name (first_name)
- Last name (last_name)
- Email (email)
- Data_column_notice
- Add to form (ID)
Action
Write
- Customer ID
  Required
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data_column_notice
- Add to form (ID)
Action
Write
- Search field
  Required
- Search value
  Required
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data_column_notice
- Add to form (ID)
Action
Search or write
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
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Document Changed
Triggers when an existing document is changed.
Trigger
Instant
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Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
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Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
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New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
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- Company trigger type
  Required
Trigger
Instant
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Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document id
  Required
- Document
  Required
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers

Help

Related categories

eCommerce

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Connect Customer Fields to SuperOffice CRM and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Update contacts in SuperOffice CRM when customers are updated in Customer Fields

Update Customer Fields when contacts change in SuperOffice CRM

Update contacts in SuperOffice CRM when customers are updated in Customer Fields

Update Customer Fields when contacts change in SuperOffice CRM

How Zapier works

Select a trigger from Customer Fields

Setup an action from SuperOffice CRM

That’s it! You just connected Customer Fields to SuperOffice CRM

Connect Customer Fields and SuperOffice CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Customer Fields and SuperOffice CRM to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier