Customer Fields + SuperOffice CRM

Customer Fields + SuperOffice CRM integrations

Update Customer Fields when contacts change in SuperOffice CRM

Stay updated with your customer details with this automation! When a contact is modified in SuperOffice CRM, this workflow swiftly updates the same information in your Customer Fields app. It ensures your customer data across both applications is always aligned, giving you the confidence to make data-driven decisions. No need for manual entries or multiple checks, it makes the process seamless and efficient.

When this happens...
Contact ChangedTriggers when an existing contact is changed.
TriggerInstant
automatically do this!
Update CustomerUpdate a customer by ID.
ActionWrite

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More things you can do with SuperOffice CRM and Customer Fields

Discover other triggers and actions you can use with SuperOffice CRM and Customer Fields

Appointment Changed
Triggers when an existing appointment is changed.
Trigger
Instant
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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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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 Appointment
Update an existing appointment content.
Action
Write
- Document id
  Required
- Document
  Required
Action
Write
Update Project
Update an existing project content.
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
- 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

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
Try It
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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Project Member Changed
Triggers when an existing project member is modified in a project.
Trigger
Instant
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- Trigger when
  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
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
Update Sale
Update an existing sale 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
- Segment
  Required
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
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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

About Customer Fields

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

Learn moreLearn moreHelpHelp

Related categories

eCommerce

About SuperOffice CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

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

Related Zap Templates

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