Do More With Greetly
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Create rows in Google Sheets from new check ins in Greetly
Add subscribers in MailChimp for new check ins in Greetly
Greetly is a digital reception app. With this integration you can automate growing your CRM and email list. This information of visitors who use the Greetly check-in kiosk will be sent your your Mailchimp account. This digitizes the process of transcribing hand-written check-ins into a CRM list that helps you grow your business and community.
Update users in Greetly when member statuses are changed in OfficeRnD
Shared workspaces can automate member management with OfficeRnD and Greetly. Using this integration between powerful co-working software products, if a member's name, company, email address, phone number or other details change in OfficeRnD, that information will also be reflected in Greetly.
Create opportunities in OfficeRnD from new Greetly check ins
Deactivate users in Greetly when a plan subscription is cancelled in Optix
Integrate managing your shared workspace memberships across coworking apps. With this integration, when you cancel a plan subscription in Optix, that member will no longer show up in your Greetly digital visitor management app. Have no fear, all of their history will remain in your digital visitor log.
Add members to Greetly when they are created in Cobot
Remove users from Greetly check-in app when Cobot memberships are canceled
Update Greetly contacts when they check in Bullhorn CRM
Create users in Greetly from new accounts in Operate
Update users in Greetly from updated contacts in essensys Operate
You use Greetly digital receptionist for fast and easy visitor management. And essensys Operate to manage member information and billing for your shared workspace. With this integration, anytime you update a user's information in Operate that information will also be reflected in Greetly.
Deactivate users in Greetly when they are deleted in essensys Operate
Create contacts in Constant Contact from new check ins in Greetly
When visitors check in with Greetly, create HubSpot CRM contacts
Add rows in Excel for new check ins in Greetly
Create a lead in essensys Operate when someone checks into Greetly for an event
Remove a coworking member from your Greetly directory when they are deactivated in Cobot
Greetly is the visitor management system that makes your coworking space hum. Cobots helps you manage your member database and billing. With this Zapier integration, you can automatically remove a member from your Greetly digital receptionist host list when they are deactivated within Cobot.
Add new Greetly check-ins as Infusionsoft contacts
Looking to grow your CRM database? Automatically push Greetly iPad receptionist check-ins to Infusionsoft. When someone checks in to visit an employee, for a tour, an interview or anything else you can imagine, with this integration an Infusionsoft contact will be created. If they are already in the directory, their contact information will be updated with new information.
Send SMS messages for new Greetly check-ins
Communicate with visitors after they check in. Perhaps you wish to send your guests wifi information, a "How did we do?" survey or have office visitors complete a job application while they wait. This allows you to automatically send text messages to guests after they check in with Greetly.
Send emails for new Greetly check ins
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Launched on Zapier January 16, 2019
Zapier combines Triggers (like "New User") and Actions (like "Create User") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Greetly Triggers, Searches, and Actions are supported by Zapier:
Creates a new user.
Updates a user.
Creates a record in the visitor log.
Deactivates a user.
Triggers when a new user is created.
Triggers when there is a new check in.