Popular ways to use Really Simple Systems CRM workflows

• Create Really Simple Systems CRM accounts from new QuickBooks customers

  

  by Zapier

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  Premium apps: QuickBooks Online

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  • 
  • 

  QuickBooks Online, Filter by Zapier, Really Simple Systems CRM

  QuickBooks Online + Filter by Zapier + Really Simple Systems CRM

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  1. 

     When this happens

     Step 1: New Customer

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Create Account

  See Zap detailsTry it

  Create Really Simple Systems CRM accounts from new QuickBooks customers

  

  by Zapier

  Zapier

  Premium

  Premium apps: QuickBooks Online

  Create Really Simple Systems CRM accounts from new QuickBooks customers

  Try it

  • 
  • 
  • 

  QuickBooks Online, Filter by Zapier, Really Simple Systems CRM

  QuickBooks Online + Filter by Zapier + Really Simple Systems CRM

• Follow up new Constant Contact contacts in Really Simple Systems CRM

  

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  Constant Contact, Really Simple Systems CRM

  Constant Contact + Really Simple Systems CRM

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  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Account

  See Zap detailsTry it

  Follow up new Constant Contact contacts in Really Simple Systems CRM

  

  by Zapier

  Zapier

  Follow up new Constant Contact contacts in Really Simple Systems CRM

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  Constant Contact, Really Simple Systems CRM

  Constant Contact + Really Simple Systems CRM

• Create accounts in Really Simple Systems CRM from new Act-On leads

  

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  Act-On, Really Simple Systems CRM

  Act-On + Really Simple Systems CRM

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  1. 

     When this happens

     Step 1: New Form Submission

  2. 

     Then do this

     Step 2: Create Account

  See Zap detailsTry it

  Create accounts in Really Simple Systems CRM from new Act-On leads

  

  by Zapier

  Zapier

  Create accounts in Really Simple Systems CRM from new Act-On leads

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  Act-On, Really Simple Systems CRM

  Act-On + Really Simple Systems CRM

• Create accounts in Really Simple Systems CRM from new dotdigital survey responses

  

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  dotdigital, Really Simple Systems CRM

  dotdigital + Really Simple Systems CRM

  More details

  1. 

     When this happens

     Step 1: New Survey Response

  2. 

     Then do this

     Step 2: Create Account

  See Zap detailsTry it

  Create accounts in Really Simple Systems CRM from new dotdigital survey responses

  

  by Zapier

  Zapier

  Create accounts in Really Simple Systems CRM from new dotdigital survey responses

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  • 
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  dotdigital, Really Simple Systems CRM

  dotdigital + Really Simple Systems CRM

• Create accounts in Really Simple Systems CRM from new AWeber subscribers

  

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  AWeber, Really Simple Systems CRM

  AWeber + Really Simple Systems CRM

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  1. 

     When this happens

     Step 1: New Subscriber

  2. 

     Then do this

     Step 2: Create Account

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  Create accounts in Really Simple Systems CRM from new AWeber subscribers

  

  by Zapier

  Zapier

  Create accounts in Really Simple Systems CRM from new AWeber subscribers

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  AWeber, Really Simple Systems CRM

  AWeber + Really Simple Systems CRM

• Add your new contacts from Saasu to Really Simple Systems CRM

  

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  Zapier

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  Saasu, Really Simple Systems CRM

  Saasu + Really Simple Systems CRM

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Account

  See Zap detailsTry it

  Add your new contacts from Saasu to Really Simple Systems CRM

  

  by Zapier

  Zapier

  Add your new contacts from Saasu to Really Simple Systems CRM

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  Saasu, Really Simple Systems CRM

  Saasu + Really Simple Systems CRM

• Follow up your Wufoo leads in Really Simple Systems CRM

  

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  Wufoo, Really Simple Systems CRM

  Wufoo + Really Simple Systems CRM

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Account

  See Zap detailsTry it

  Follow up your Wufoo leads in Really Simple Systems CRM

  

  by Zapier

  Zapier

  Follow up your Wufoo leads in Really Simple Systems CRM

  Try it

  • 
  • 

  Wufoo, Really Simple Systems CRM

  Wufoo + Really Simple Systems CRM

• Create QuickBooks invoices for new Really Simple Systems CRM opportunities

  

  by Zapier

  Zapier

  Premium

  Premium apps: QuickBooks Online, QuickBooks Online

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  • 
  • +3
  • 

  Really Simple Systems CRM, QuickBooks Online, Formatter by Zapier

  Really Simple Systems CRM + QuickBooks Online + Formatter by Zapier

  More details

  1. 

     When this happens

     Step 1: New/Updated Opportunity

  2. 

     Then do this

     Step 2: Find Account

  3. 

     Then do this

     Step 3: Find or Create Customer

  4. 

     Then do this

     Step 4: Numbers

  5. 

     Then do this

     Step 5: Create Invoice

  See Zap detailsTry it

  Create QuickBooks invoices for new Really Simple Systems CRM opportunities

  

  by Zapier

  Zapier

  Premium

  Premium apps: QuickBooks Online, QuickBooks Online

  Create QuickBooks invoices for new Really Simple Systems CRM opportunities

  Try it

  • 
  • +3
  • 

  Really Simple Systems CRM, QuickBooks Online, Formatter by Zapier

  Really Simple Systems CRM + QuickBooks Online + Formatter by Zapier

• 

  New/Updated Account

  Triggers on a new or updated account

  Trigger

  Instant
• 

  New Activity

  Triggers on a new activity.

  Trigger

  Instant
• 

  New Contact

  Triggers when a new contact is created.

  Trigger

  Instant
• 

  New/Updated Opportunity

  Triggers on a new or updated opportunity.

  Trigger

  Instant
• 

  New Task

  Triggers on a new task.

  Trigger

  Instant
• 

  Create Account

  Creates an account.

  Action

  Write
• 

  Create Activity

  Creates an activity.

  Action

  Write
• 

  Create Contact

  Creates a contact.

  Action

  Write
• Really Simple Systems CRM

  Creates an opportunity (with lines items)

  Scheduled

  Action

• Really Simple Systems CRM

  Creates a task.

  Scheduled

  Action

• Really Simple Systems CRM

  Appends Dropdown list items

  Scheduled

  Action

• Really Simple Systems CRM

  Finds an account within your CRM.

  Scheduled

  Action

• Really Simple Systems CRM

  Finds a contact within your CRM.

  Scheduled

  Action

• Really Simple Systems CRM

  Ignored the description field

  Scheduled

  Action

• Really Simple Systems CRM

  This is ignored

  Scheduled

  Action