Outseta Integrations

Do more with Outseta

Zapier allows you to instantly connect Outseta with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Airtable

Databases

18 Integrations

Google Sheets

Google +1Google, Spreadsheets

72 Integrations

Slack

Team Chat

81 Integrations

Connect Outseta to 2,000+ Apps

    Outseta Integration Details

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

    Triggers

    InstantAccount Added

    Triggers when a new account is created

    InstantAccount Updated

    Triggers when an account is updated.

    InstantPerson Deleted

    Triggers when a person is deleted

    InstantDeal Added

    Triggers when a new deal is created

    InstantPerson Updated

    Triggers when a person is updated.

    InstantPerson Added

    Triggers when a new person is created

    InstantAccount Deleted

    Triggers when an account is deleted

    InstantChat Request Added

    Triggers when a new chat is received.

    InstantDeal Updated

    Triggers when a deal is updated.

    Actions

    Add Person

    This action creates a person in the Outseta CRM.

    Update Person

    This action updates a person in the Outseta CRM.

    Update Account

    This action updates an account in the Outseta CRM.

    Add Custom Activity

    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.

    Connect Outseta to 2,000+ Apps