OfficeRnD

OfficeRnD Integrations

  • Create opportunities and leads in OfficeRnD from Typeform submissions

    Automate and improve your lead management process by automatically creating new leads and opportunities in OfficeRnD whenever new prospects submit a new form in Typeform. A member will be created with the status of "lead".

    How this Typeform - OfficeRnD integration works:

    1. A new form submission is received
    2. Zapier creates a new member with a "lead" status and opportunity in OfficeRnD

    Apps Involved

    -Typeform - OfficeRnD

  • Add members to OfficeRnD when properties change on HubSpot CRM contacts

    One of the toughest parts of running a co-working space is keeping track of your contacts. You can eliminate the manual task of creating newly acquired members in OfficeRnD once you've set up this Zapier automation. Once this integration is turned on, it will watch HubSpot CRM to see if any properties change on contacts, then automatically create members in OfficeRnD.

    Note: The default configuration for this integration is to check HubSpot CRM contacts' Lifecycle Stage properties that change to "customer", so only new customers get added to OfficeRnD.

    How this HubSpot CRM - OfficeRnD integration works:

    1. A HubSpot CRM contact's lifecycle stage property is changed
    2. Zapier creates a new member in OfficeRnD

    Apps involved:

    • HubSpot CRM
    • OfficeRnD
  • Add new Eventbrite events to OfficeRnD as events

    Increase the attendance of your events by pushing them to your co-working community through multiple channels. Try using Eventbrite to create events, then rely on Zapier to add them automatically to OfficeRnD, where active members will be promptly notified of the new event. Watch the attendance at your events improve and existing members of your space get more engaged!

    How this Eventbrite - OfficeRnD integration works:

    1. A new event is created in Eventbrite
    2. Zapier creates a new event in OfficeRnD

    Apps involved:

    • Eventbrite
    • OfficeRnD
  • Add new OfficeRnD events to Google Calendar as events

    Make sure that the upcoming events at your co-working space stay at the top of your mind. Use this Zap to automatically create events in your Google Calendar automatically when new events are created in OfficeRnD. That way, you can stay organized and never miss out on an event again.

    Note: This Zapier integration doesn't send existing OfficeRnD events into Google Calendar, only new events created after you've set it up.

    How this OficeRnD - Google Calendar integration works:

    1. A new event is created in OfficeRnD
    2. Zapier creates a new event in your Google Calendar

    Apps involved

    • OfficeRnD
    • Google Calendar
  • Create opportunities and leads in OfficeRnD from new Calendly bookings

    Automate and improve your lead management process by automatically creating new leads and opportunities in OfficeRnD after a prospect books a tour via Calendly with this Zapier integration. That way, you can easily follow up with the new prospect and track their status.

    Note: Make sure you've set up your meeting link in Calendly to require enough questions to be answered (such as "What is your Company Name") to be able to create Leads and Opportunities with enough details in OfficeRnD.

    How this Calendly - OfficeRnD integration works:

    1. A new booking is created in Calendly
    2. Zapier creates a new Member and Opportunity in OfficeRnD

    Apps Involved

    • Calendly
    • OfficeRnD
  • Send SurveyMonkey surveys whenever OfficeRnD member statuses change to "Former"

    Constantly improve your service by capturing the feedback of members that leave your space. Automatically send an exit survey from SurveyMonkey once a member's status is changed from "active" to "former".

    Note: This Zapier integration doesn't send exit surveys to members that were already marked as "former", only to members in the system that became "former" after you've set it up.

    How this OfficeRnD - SurveyMonkey integration works

    1. The status of an "Active" member is changed to "Former" in OfficeRnD (due to the termination of his/her active membership)
    2. Zapier sends a survey of your choosing to the member

    Apps involved:

    • OfficeRnD
    • SurveyMonkey
  • Add new OfficeRnD members to MailChimp as subscribers

    Ensure the growth and consistency of your co-working space by engaging new and old members alike with email content. Now you can manage your marketing mailing list automatically with this Zap. Once set up, this Zap will watch for new members created in OfficeRnD then automatically subscribe them to a MailChimp list. Now you can rest assured that all of your members are receiving fresh new content from you, without you having to email them individually.

    How this OfficeRnD - MailChimp integration works:

    1. A new member is created in OfficeRnD
    2. Zapier creates a subscriber in MailChimp

    Apps involved:

    1. OfficeRnD
    2. MailChimp
  • Tag existing MailChimp subscribers when OfficeRnD member statuses change to "Former"

    Make sure that your marketing mailing lists are always up to date and you deliver relevant content to your subscribers. Automate the process of tagging former customers with a specific tag in your mailing list by with this Zapier integration for MailChimp and OfficeRnD.

    Note: A subscriber and tag must already exist in MailChimp to use this integration.

    How this OfficeRnD - MailChimp integration works

    1. The status of a member in OfficeRnD is set to "former" (due to his/her membership being terminated)
    2. Zapier updates the member in MailChimp and moves him/her to the respective segment
    • Apps involved

    • OfficeRnD

    • MailChimp

  • Post Slack notifications for new opportunities in OfficeRnD

    Increase your lead response time with timely notifications to your Sales Team. Use this Zapier integration to automatically send channel messages in Slack when a new opportunity is created in OfficeRnD. This will help you make the best first impression with prospects and improve your deals closing rate.

    How this OfficeRnD - Slack integration works

    1. A new opportunity is created in OfficeRnD
    2. Zappier sends a channel message in Slack

    Apps involved

    • OfficeRnD
    • Slack
  • Add new Salesforce contacts to OfficeRnD as members

    Get more members into your space by optimize your onboarding processes. One way to provide a better onboarding experience is to connect different apps you are using as contact databases. Use this Zap to automatically add new contacts from Salesforce to OfficeRnD to ensure that you'll have all necessary info in place once a prospect confirms they want to become a member of your co-working space.

    How this Salesforce - OfficeRnD integration works:

    1. A new contact is created in Salesforce
    2. Zapier creates a new member in OfficeRnD

    Apps involved

    • Salesforce
    • OfficeRnD
  • Send Gmail notifications for new opportunities in OfficeRnD

    Increase your lead response time with timely notifications to your sales team. Use this Zapier integration to automatically send notification emails when a new opportunity is created in OfficeRnD. This will help you make the best first impression with prospects and improve your deals closing rate.

    How this OfficeRnD - Gmail integration works

    1. A new opportunity is created in OfficeRnD
    2. Zapier sends an email notification via Email

    Apps involved

    • OfficeRnD
    • Gmail
  • Post Slack notifications for new companies in OfficeRnD

    Make sure that your whole team will be prepared to kick-off the onboarding process with new customers on the right foot. Use this Zapier integration to automatically send channel messages in Slack when a new company is created in OfficeRnD.

    Note: This automation works best when you're using an external sales CRM with OfficeRnD and copying companies that are just "customers". If you're using OfficeRnD as your sales CRM, it might make sense to setup an extra step that ensures you'll be notified only for companies that are about to move in.

    How this OfficeRnD - Slack integration works

    1. A new company is created in OfficeRnD
    2. Zapier sends a channel message in Slack

    Apps involved

    • OfficeRnD
    • Slack
  • Send Gmail notifications for new companies in OfficeRnD

    Make sure that your whole team will be prepared to kick-off the onboarding process with new customers on the right foot. Use this Zapier integration to automatically send emails with Gmail when a new company is created in OfficeRnD.

    Note: This integration works best when you're using an external sales CRM with OfficeRnD and copying companies that are just "customers". If you're using OfficeRnD as your sales CRM, it might make sense to set up an extra step that ensures you'll be notified only for companies that are about to move in.

    How this OfficeRnD - Gmail integration works

    1. A new company is created in OfficeRnD
    2. Zapier sends an email via Gmail

    Apps involved

    • OfficeRnD
    • Gmail

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OfficeRnD Integration Details

Launched on Zapier December 8, 2017

Zapier combines Triggers (like "New Member") and Actions (like "Create Member") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following OfficeRnD Triggers, Searches, and Actions are supported by Zapier:

New Member

Triggers when a new member is added.

New Company

Triggers when a new company is added.

New Invoice

Triggers when a new invoice is added.

New Contract

Triggers when a new contract is added.

New Event

Triggers when a new event is added.

New Membership

Triggers when a new membership is added.

Member Status Updated

Triggers when member's status is changed.

New Post

Triggers when a new post is added.

New Opportunity

Triggers when a new opportunity is added.

Create Member

Creates a new member.

Create Company

Creates a new company.

Create Opportunity and Member

Creates an opportunity for a new member.

Create Membership

Creates a new membership.

Create Fee

Creates a new fee.

Create Post

Creates a new post.

Create Event

Creates a new event.

Find Member

Find member by id, name, or email

Find Company

Find company by id, name, or email

Find Location

Find location by id, name or city

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