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How Zapier works
Zapier makes it easy to integrate MyCRM Sync with Pipeline CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created/Updated/Deleted" from MyCRM Sync.
Add your action
An action happens after the trigger—such as "Create Activity" in Pipeline CRM.
You’re connected!
Zapier seamlessly connects MyCRM Sync and Pipeline 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.
- Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItTriggerInstant - Contact Deleted
Triggers when a new contact is deleted.
Try ItTriggerInstant - Deal Status Changed
Triggers when a deal changes status.
Try ItTriggerInstant - Status
- Source
- Stage
Try ItTriggerInstant
- Contact Created
Triggers when a new contact is created.
Try ItTriggerInstant - Contact Updated
Triggers when a new contact is updated.
Try ItTriggerInstant - Title
- First NameRequired
- Preferred Name
- Last NameRequired
- EmailRequired
- MobileRequired
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
ActionWrite- Stage
- Status
- Source
Try ItTriggerInstant