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The following Outseta Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers when a new account is created
Triggers when an account is updated.
Triggers when a person is deleted
Triggers when a new deal is created
Triggers when a person is updated.
Triggers when a new person is created
Triggers when an account is deleted
Triggers when a new chat is received.
Triggers when a deal is updated.
This action creates a person in the Outseta CRM.
This action updates a person in the Outseta CRM.
This action updates an account in the Outseta CRM.
This method allows you to record custom events associated to an account, people or deal. These activities would then show up on the activity feed of the corresponding entity and can be leveraged to trigger drip campaigns and other automation.
For integration with drip campaigns make sure that what you pass in the Title property matches the start / stop value specified for the campaign.
For engagement tracking Engagement use EntityType=1 as the engagement reports are all tied to accounts. Ensure that the EntityUid matches the Uid for the corresponding account that you want to tie the event to. For example, lets say you wanted to track engagement for a particular important action that a user takes using your product. Name the action performed in the Title, select 1 for Entity Type and make sure the EntityUid matches the account that performed the action.