Repsly Integrations

CRM (Customer Relationship Management)

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Documents, Zapier

Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

Zoho Analytics

Analytics, Zoho

Email by Zapier

Email, Zapier

HubSpot

Marketing Automation

Paths by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

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Documents, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Zoho Analytics

Analytics, Zoho

Email by Zapier

Email, Zapier

HubSpot

Marketing Automation

Formatter by Zapier

Documents, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Zoho Analytics

Analytics, Zoho

Email by Zapier

Email, Zapier

HubSpot

Marketing Automation

Paths by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

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Quickly automate Repsly integrations with Zapier's templates

Add new Repsly clients to Google Contacts
Details
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Repsly + Google Contacts
Add new Salesforce accounts to Repsly as clients
Premium
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Salesforce + Repsly
Add new Repsly clients to Salesforce as accounts
Premium
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Repsly + Salesforce
Send email notifications for new Repsly form entries
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Repsly + Email by Zapier
Send Gmail notifications for new Repsly form entries
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Repsly + Gmail
Save new Repsly form entry to a Google Sheets spreadsheet
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Repsly + Google Sheets

Add new Repsly clients to Google Contacts

Repsly + Google Contacts

Add new Salesforce accounts to Repsly as clients

Premium

Salesforce + Repsly

Add new Repsly clients to Salesforce as accounts

Premium

Repsly + Salesforce

Send email notifications for new Repsly form entries

Repsly + Email by Zapier

Send Gmail notifications for new Repsly form entries

Repsly + Gmail

Save new Repsly form entry to a Google Sheets spreadsheet

Repsly + Google Sheets

Supported triggers and actions

What does this mean?

- Choose an AuditRequired
Trigger
Scheduled
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New Client With Details
Triggers when a new client is created.
Trigger
Scheduled
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New Order
Triggers when a new order is created.
Trigger
Scheduled
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New Schedule
Triggers when a new schedule is created.
Trigger
Scheduled
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New Visit Start
Triggers when a new visit is created.
Trigger
Scheduled
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New Workday End
Triggers when representative ends a workday.
Trigger
Scheduled
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- CodeRequired
- NameRequired
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

New Client Status Change
Triggers when a client status is updated.
Trigger
Scheduled
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- Choose a FormRequired
Trigger
Scheduled
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New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Scheduled
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New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Scheduled
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New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Scheduled
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New Workday Start
Triggers when representative starts a new workday.
Trigger
Scheduled
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- CodeRequired
- NameRequired
- Product Group Code
- Product Group Name
- ActiveRequired
- Tag
- Unit PriceRequired
- Ean
- Note
Action
Write

About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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