Connect Revamp CRM and OmniFocus to unlock the power of automation

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Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Revamp CRM to OmniFocus with a Zapier template.

Our most popular template

Send new Revamp CRM tasks to OmniFocus as tasks
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Revamp CRM + OmniFocus

Send new Revamp CRM tasks to OmniFocus as tasks

Details

Try it

Revamp CRM + OmniFocus

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Zapier makes it easy to integrate Revamp CRM with OmniFocus - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Person Matching Filter" from Revamp CRM.

Add your action

An action happens after the trigger—such as "Create Task" in OmniFocus.

You’re connected!

Zapier seamlessly connects Revamp CRM and OmniFocus, automating your workflow.

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.

- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Type
- Completion State
- Assignee
Trigger
Polling
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- Name
- Customer
  Required
- Deal PipeLine
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- UserId
- Status
- Sales Region
- Product
- Deal Source
Action
Write

- Name
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email
- Phone Number
- Tags
- Order Id
Action
Search

- Keyword
- Email
- Phone Number
- Tags
- Order Id
Action
Search

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
- Name
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search
- Title
  Required
- Note
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Revamp CRM and OmniFocus to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Revamp CRM to OmniFocus integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OmniFocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.

Learn moreLearn moreHelpHelp

Related categories

Task Management

Similar apps

Asana

Project Management

Todoist

Task Management

Connect Revamp CRM and OmniFocus to unlock the power of automation

Set up your first integration

Send new Revamp CRM tasks to OmniFocus as tasks

Send new Revamp CRM tasks to OmniFocus as tasks

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Revamp CRM and OmniFocus to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Revamp CRM to OmniFocus on the world's largest no-code automation platform