Ratecard Help & Support

  • How to Get Started with Ratecard on Zapier
  • Popular Things to do with Ratecard
  • Common Problems with Ratecard on Zapier

How to Get Started with Ratecard on Zapier

When you start creating a Ratecard Zap, you will be asked to connect your Ratecard account.

Click to connect Ratecard

You’ll now be asked to log into your Ratecard account (unless you are already logged in).

Login to Ratecard

Finally, you will be asked to give Zapier permission to access your account. Click "Allow access” to continue.

Login to Ratecard

If all steps were successful your Ratecard account will now be successfully connected.

Ratecard connection successfull

Popular Things to do with Ratecard

  • Ask for feedback via Ratecard after deals are won in Salesforce

    Salesforce (Legacy) + Ratecard

    Try It
  • Ask for feedback via Ratecard after your Zoom meetings are finished

    Zoom + Ratecard

  • Ask for feedback via Ratecard after EventBrite attendees check-in

    Eventbrite + Ratecard

  • Ask for feedback via Ratecard after lead statuses are changed in Insightly

    Insightly + Ratecard

  • Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM

    Microsoft Dynamics 365 CRM + Ratecard

  • Ask for feedback via Ratecard after conversations are closed in Intercom

    Intercom + Ratecard

Common Problems with Ratecard on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Connect the apps you use every day

Get started with a Free account

Or
By signing up, you agree to Zapier’s Terms of Service