Repsly Integrations

Repsly users love to keep track of every aspect of their business, from their teams, to their clients, to their appointments, staying on task is crucial to the success of any small business. With Zapier integration, Repsly users can now automatically send newly created Repsly clients to Microsoft Outlook. Creating a Zap, creating a client in Repsly and logging into Outlook is all it requires. Say goodbye to importing and exporting data.

Keeping your books in order is one of the most important responsibilities a small business owner has. Xero's intuitive accounting software pairs perfectly with Repsly's incredibly intuitive management software, and with Zapier, you can now automatically create new contacts in Repsly's web console after creating them in Xero. Spend more time managing your books and your team, and less time transferring contacts.

How It Works

1. You have a new contact in Xero.
2. Zapier adds that contact to Repsly as a new client

What You Need

• Xero account
• Repsly account

Forecasting sales and keeping track of your leads is a major part of your business. So is managing your team in the field. So if these two things are so important, why is the process to integrate them so hard? Starting now, it's not. By creating a Zap, Pipedrive users can automatically have any new person they create in their Pipedrive account, entered into Repsly's client list as a new client.

Sometimes management and sales are hard. Luckily, integrating the two has never been easier.

How It Works

1. You have a new person in Pipedrive
2. Zapier adds that person to Repsly as a new client

What You Need

• Pipedrive account
• Repsly account

After someone fills out a form on your site, you often want to receive an email notification or send a follow-up email to the individual who completed the form. This Repsly Gmail integration will trigger an email to the form respondant, yourself or your clients whenever the form is completed.

How It Works

1. Zapier keeps an eye on new Repsly form entries
2. When a new form is added, Gmail sends an email notification

What You Need

• Repsly account
• Gmail account

Repsly's management software helps managers and their teams achieve success in the field, and in the office. If Repsly user would like to see their new clients added to Google Contacts as a new contact, they know can, using Zapier's incredibly easy integration platform. Just create your Zap, create new clients in Repsly, and watch as they appear in your Google Contacts contact list--on your desktop, phone, and anywhere else you access them.

Note: This Zapier integration doesn't import existing clients into Google Contacts, only new clients after you've set it up.

How It Works

1. You have a new client in Repsly
2. Zapier adds that contact to Google Contacts as a new contact

What You Need

• Repsly account
• Google Contacts account