Eazy CXM Integrations
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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.
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Deal Won
Triggers when a deal is marked as won .
Try ItTriggerInstant - Lead Status Changed
Triggers when a lead status changes.
Try ItTriggerInstant - EmailRequired
- Full Name
- First Name
- Last Name
- Phone
- Secondary Email
- Role / Job Title
- Fax
- Skype ID
- Twitter Handle
ActionWrite
- New Deal .
Triggers when a new deal is created.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New Meeting
Triggers when a new meeting is created.
Try ItTriggerInstant - Deal NameRequired
- Description
- Deal Value
- Expected Close Date of the deal
- Status
- Deal Type
- Pipeline
ActionWrite
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