PortalCX Integrations
Do more with PortalCX integrations
Zapier lets you connect PortalCX with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
- Free forever for core features
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Or pick an app to pair with
ClickUp
Project Management
Webhooks by Zapier
Developer Tools, Zapier
Google Sheets
Google, Spreadsheets
LeadConnector
Marketing Automation
HubSpot
Marketing Automation
Trello
Project Management
Gmail
Email, Google
Podio
Project Management
Zoho CRM
CRM (Customer Relationship Management), ZohoClickUp
Project ManagementWebhooks by Zapier
Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsLeadConnector
Marketing AutomationHubSpot
Marketing AutomationTrello
Project ManagementClickUp
Project ManagementWebhooks by Zapier
Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsLeadConnector
Marketing AutomationHubSpot
Marketing AutomationTrello
Project ManagementGmail
Email, GooglePodio
Project ManagementZoho CRM
CRM (Customer Relationship Management), ZohoJoin millions worldwide who automate their work using Zapier
New Referral
Triggers when a new referral is generated from a customer portal.
Try ItTemplate IDRequired
NameRequired
EmailRequired
Phone NumberRequired
Notify Via EmailRequired
Notify Via TextRequired
Complete First Stage?
Address 1
Address 2
City
State Code
Zip Code
Country
Portal IDRequired
Stage LabelRequired
Stage ID
Date CompletedRequired
Portal IDRequired
Portal IDRequired
Message BodyRequired
Notify Via SMSRequired
Notify Via EmailRequired
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.