Priority Integrations

Actions

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  Create New Lead in Priority

  Working with Facebook Lead ads, LinkedIn Leads, HubSpot, Unbounce or any other lead generating platform? Link them all to Priority to collect your leads seamlessly. This action allows the creation of a new lead from any source

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  Create a Sales Opportunity

  Create a new opportunity in Priority with an option of a task based on a known customer number

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  Create a New Sales Order

  This action creates a new sales order (with line item support) in Priority for a walk in customer

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  Create Job Candidate

  Create a new Job Candidate

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  Add Shipping Charges to an Order

  After an order is created, update it with shipping charges information

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  Create Potential Customer

  Create new customer in Priority with the 'potential' status

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  Create Exist Customer Sales Order

  This action creates a new sales order in Priority for an exist customer

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  Find the Country Name by Two Letter Code

  If your source app provides country in a 2 letter code fashion, use this step to convert it to the country name and send to your next step in the ZAP

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  Find Customer by Email

  Having an email address find if it belongs to an existing customer in Priority mostly useful for multistep zaps

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  Link Customer to a Lead

  Assign a customer to an existing lead

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  Update Sales Opportunity Status

  Update the status of your sales opportunity in Priority given that you know the opportunity code

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  Update Sales Order Status

  Update the status of the sales order after it's creation