OmniFocus + Revamp CRM
Send new Revamp CRM tasks to OmniFocus as tasks
Need to carry all your sales and CRM tasks with you, wherever you go? Set up this Revamp CRM OmniFocus integration to add them to OmniFocus, where all the rest of your life is, automatically. From then on, Zapier automation will create a task on OmniFocus with the information from each new task you add to Revamp CRM, keeping everything organized while you're free to focus elsewhere.
Need to carry all your sales and CRM tasks with you, wherever you go? Set up this Revamp CRM OmniFocus integration to add them to OmniFocus, where all the rest of your life is, automatically. From then on, Zapier automation will create a task on OmniFocus with the information from each new task you add to Revamp CRM, keeping everything organized while you're free to focus elsewhere.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Creates a new task in your OmniFocus Inbox.
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Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
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
