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PortalCX Integrations

Sales & CRM

Do more with PortalCX integrations

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Or pick an app to pair witharrow pointing down
Integrate ClickUp with PortalCXIntegrate ClickUp with PortalCX

ClickUp

Project Management
Integrate Apollo with PortalCXIntegrate Apollo with PortalCX

Apollo

Sales & CRM
Integrate LeadConnector with PortalCXIntegrate LeadConnector with PortalCX

LeadConnector

Marketing Automation
Integrate HubSpot with PortalCXIntegrate HubSpot with PortalCX

HubSpot

Marketing Automation
Integrate Podio with PortalCXIntegrate Podio with PortalCX

Podio

Project Management
Integrate Wix with PortalCXIntegrate Wix with PortalCX

Wix

Website Builders
Integrate Zoho CRM with PortalCXIntegrate Zoho CRM with PortalCX

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate Gmail with PortalCXIntegrate Gmail with PortalCX

Gmail

Email, Google
Integrate Airtable with PortalCXIntegrate Airtable with PortalCX

Airtable

Databases
Integrate ClickUp with PortalCXIntegrate ClickUp with PortalCX

ClickUp

Project Management
Integrate Apollo with PortalCXIntegrate Apollo with PortalCX

Apollo

Sales & CRM
Integrate LeadConnector with PortalCXIntegrate LeadConnector with PortalCX

LeadConnector

Marketing Automation
Integrate HubSpot with PortalCXIntegrate HubSpot with PortalCX

HubSpot

Marketing Automation
Integrate Podio with PortalCXIntegrate Podio with PortalCX

Podio

Project Management
Integrate Wix with PortalCXIntegrate Wix with PortalCX

Wix

Website Builders
Integrate ClickUp with PortalCXIntegrate ClickUp with PortalCX

ClickUp

Project Management
Integrate Apollo with PortalCXIntegrate Apollo with PortalCX

Apollo

Sales & CRM
Integrate LeadConnector with PortalCXIntegrate LeadConnector with PortalCX

LeadConnector

Marketing Automation
Integrate HubSpot with PortalCXIntegrate HubSpot with PortalCX

HubSpot

Marketing Automation
Integrate Podio with PortalCXIntegrate Podio with PortalCX

Podio

Project Management
Integrate Wix with PortalCXIntegrate Wix with PortalCX

Wix

Website Builders
Integrate Zoho CRM with PortalCXIntegrate Zoho CRM with PortalCX

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate Gmail with PortalCXIntegrate Gmail with PortalCX

Gmail

Email, Google
Integrate Airtable with PortalCXIntegrate Airtable with PortalCX

Airtable

Databases

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Quickly automate PortalCX integrations with Zapier's templates

  • Create portals in PortalCX when cards are moved to lists in Trello

    Details
    Try it
    • Trello logo
    • PortalCX logo
    Trello + PortalCX

  • Update portal stages in PortalCX when new cards are moved to lists in Trello

    Details
    Try it
    • Trello logo
    • PortalCX logo
    Trello + PortalCX

  • Generate portals in PortalCX from new rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • PortalCX logo
    Google Sheets + PortalCX

  • New Quickbase records create PortalCX portals

    Premium
    Details
    Try it
    • Quickbase logo
    • PortalCX logo
    Quickbase + PortalCX

  • Add new Salesforce records to portals in PortalCX

    Premium
    Details
    Try it
    • Salesforce logo
    • PortalCX logo
    Salesforce + PortalCX

  • Create customer portals on PortalCX from new Google Sheets rows

    Details
    Try it
    • Google Sheets logo
    • PortalCX logo
    Google Sheets + PortalCX

Create portals in PortalCX when cards are moved to lists in Trello

Details
Try it
  • Trello logo
  • PortalCX logo
Trello + PortalCX

Update portal stages in PortalCX when new cards are moved to lists in Trello

Details
Try it
  • Trello logo
  • PortalCX logo
Trello + PortalCX

Generate portals in PortalCX from new rows in Google Sheets

Details
Try it
  • Google Sheets logo
  • PortalCX logo
Google Sheets + PortalCX

New Quickbase records create PortalCX portals

Premium
Details
Try it
  • Quickbase logo
  • PortalCX logo
Quickbase + PortalCX

Add new Salesforce records to portals in PortalCX

Premium
Details
Try it
  • Salesforce logo
  • PortalCX logo
Salesforce + PortalCX

Create customer portals on PortalCX from new Google Sheets rows

Details
Try it
  • Google Sheets logo
  • PortalCX logo
Google Sheets + PortalCX

Supported triggers and actions

  • PortalCX triggers, actions, and search

    New Referral

    Triggers when a new referral is generated from a customer portal.

    Trigger
    Scheduled
    Try It

    • Template IDRequired

    • NameRequired

    • EmailRequired

    • Phone NumberRequired

    • Notify Via EmailRequired

    • Notify Via TextRequired

    • Complete First Stage?

    • Address 1

    • Address 2

    • City

    • State Code

    • Zip Code

    • Country

    Action
    Write

    • Portal IDRequired

    • Stage LabelRequired

    • Stage ID

    • Date CompletedRequired

    Action
    Write

    • Portal IDRequired

    Action
    Write

    • Portal IDRequired

    • Message BodyRequired

    • Notify Via SMSRequired

    • Notify Via EmailRequired

    Action
    Write
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portal-cx logo

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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