Connect Tidio and Dazos CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Tidio and Dazos CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Dazos CRM leads from newly sent contacts in Tidio
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Tidio + Dazos CRM

Create new Dazos CRM leads from newly sent contacts in Tidio

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Try it

Tidio + Dazos CRM

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

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Sent From Bot" from Tidio.

Add your action

An action happens after the trigger—such as "Create Account" in Dazos CRM.

You’re connected!

Zapier seamlessly connects Tidio and Dazos CRM, automating your workflow.

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.

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Trigger
Instant
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write

Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write

Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Tidio and Dazos 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Tidio to Dazos CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Tidio and Dazos CRM to power AI-driven automation

Launch your first automated workflow

Create new Dazos CRM leads from newly sent contacts in Tidio

Create new Dazos CRM leads from newly sent contacts in Tidio

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Tidio and Dazos CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Tidio to Dazos CRM on the world's largest no-code automation platform