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How Zapier works
Zapier makes it easy to integrate Filter by Zapier with Solid Performers CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap.
Add your action
An action happens after the trigger—such as "Add New Lead" in Solid Performers CRM.
You’re connected!
Zapier seamlessly connects Filter by Zapier and Solid Performers CRM, automating your workflow.
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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.
- Only continue if...Required
ActionFilter- Name
- Email
Try ItTriggerPolling
- New Lead
Trigger when a new lead created in CRM
Try ItTriggerPolling - Name
- Email
- Phone
- Company Name
- Executive
- Source Name
- Rating
- Stage
- Status
- Designation/Role
- Estimate Value
- Probability of Conversion
- Products
- Group
- Comments
- Details
ActionWrite