Connect PingBell to CRM Web App and automate any workflow
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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.
- Select PingBellRequired
- New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Try It - New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Try It - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
- New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Try It - New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Try It - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB