Repsly Integrations

  • Create Office 365 contacts from Repsly clients

    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 Office365. Creating a Zap, creating a client in Repsly and logging into Office365 is all it requires. Say goodbye to importing and exporting data.

    Note: This Zapier integration doesn't import existing clients into Office365, only new clients after you've set it up.

    How It Works

    1. You have a new client in Repsly
    2. Zapier adds that client to Office365 as a new contact

    What You Need

    • Repsly account
    • Office365 account
  • Add a new Xero contacts to Repsly

    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
  • Add a new Pipedrive person to Repsly as a new client

    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
  • Send Gmail notifications for new Repsly form entries

    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
  • Add new Repsly clients to Google Contacts

    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
  • Send new Repsly clients an email with Gmail

    Send new clients an email as soon as they are added with this Repsly to Gmail automation. Set it up, and every time a new client is added in Repsly, Zapier will send a new email via Gmail. Whether you want to welcome new clients or send a confirmation email, this integration is a perfect fit.

    How It Works

    1. A new client is added in Repsly
    2. Zapier sends a new email via Gmail

    What You Need

    • Repsly account
    • Gmail account
  • Add Repsly clients to Xero

    Xero accounting software comes packed with features that small business users can take advantage of. Now with Repsly integration, your management and accounting software can join together to provide an even greater benefit. Using Zapier, Repsly users can create new clients from the web console or mobile app, and then have them automatically appear in Xero as a new contact.

    Note: This Zapier integration doesn't import existing clients into Xero, 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 Xero as a new contact

    What You Need

    • Repsly account
    • Xero account
  • Add Repsly clients to Highrise

    Highrise makes task & client management simple, much in the same way Repsly does. Now with Zapier integration, there's no reason to only choose one. Automatically add any new clients created in Repsly to your Highrise contact list, with one easy to create Zap. Manage your clients and communicate with your team easily, using Repsly and Highrise together.

    Note: This Zapier integration doesn't import existing clients into Highrise, 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 Highrise as a new contact

    What You Need

    • Repsly account
    • Highrise account
  • Add new Repsly clients to Salesforce as accounts

    Need your Repsly clients in Salesforce as accounts? Check out this Repsly Salesforce integration which will automatically create an account in Salesforce when your field reps create a new client in Repsly.

    How It Works

    1. Zapier keeps an eye on your Repsly clients list
    2. When a new Repsly client is added, Zapier adds that client to Salesforce as an account (customizable)

    What You Need

    • Repsly account
    • Salesforce account
  • Add new Zoho CRM leads to Repsly as clients

    Do you need to get your Zoho CRM leads out to your field reps? Give this Zoho CRM Repsly integration a try so that any new Zoho CRM leads are automatically logged as new clients in Repsly.

    How It Works

    1. Zapier keeps an eye on your Zoho CRM leads list
    2. When a new Zoho CRM lead is added, Zapier adds that lead to Repsly as a client (customizable)

    What You Need

    • Zoho CRM account
    • Repsly account
  • Add new Salesforce accounts to Repsly as clients

    Do your field reps need access to Salesforce accounts? Try this Salesforce Repsly integration to automatically create a Repsly client from a new account in Salesforce. Now your field reps have easy access to clients everywhere.

    How It Works

    1. Zapier keeps an eye on your Salesforce accounts list
    2. When a new Salesforce account is added, Zapier adds that account to Repsly as a client (customizable)

    What You Need

    • Salesforce account
    • Repsly account
  • Add Zoho CRM contacts to Repsly

    Moving clients through a sales pipeline isn't easy work. Making sure your team is visiting those clients on a recurring basis can be even harder. With Zapier integration, Zoho CRM users can automatically create new clients in Repsly as soon as the contact is created in Zoho CRM. Manage every facet of your business seamlessly, without needing to worry about transferring your customer data from one piece of software to another.

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

    How It Works

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

    What You Need

    • Zoho CRM account
    • Repsly account with administrative access
  • Add HubSpot contacts to Repsly

    HubSpot gives business owners, managers, and marketers a great tool to manage their websites, marketing efforts, and to track and convert leads into customers. Once those contacts are added to HubSpot, businesses need to visit them in the field, check-in with them regularly, and report on their status. That's where Repsly comes in! Previously, transferring HubSpot contacts into Repsly meant exporting and importing, along with manual data entry. With Zapier, simply create a Zap, create a new contact in HubSpot, and watch as each contact is automatically added to your client list in Repsly. Simplicity is great, and with Zapier, Repsly and HubSpot are even more simple.

    How It Works

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

    What You Need

    • HubSpot account
    • Repsly account
  • Create Infusionsoft contacts from Repsly clients

    Sometimes running a small business can seem impossible. Managing your employees, balancing your books, competing against larger brands--all of these things add up quickly and can amount to a great deal of stress. Luckily, there's now at least one thing you can check off of that list--importing and exporting information. Repsly users who use Infusionsoft as a Sales and Marketing CRM can now automatically have newly created Repsly clients appear as contacts in their Infusionsoft account. Just create the Zap and see for yourself!

    Note: This Zapier integration doesn't import existing clients into Infusionsoft, 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 Infusionsoft as a new contact

    What You Need

    • Repsly account
    • infusionsoft account
  • Add a new Repsly client to Zoho CRM

    Finding new leads, converting them to clients, moving them through your sales cycle and down your pipeline can be exhausting, and having to manually move all that information between different pieces of software is a real drag. With Zapier, Repsly users can automatically have all new clients created in the web console added to their Zoho CRM accounts as new contacts. There's nothing Repsly loves more than simplicity, and this is simplicity at its finest!

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

    How It Works

    1. You add a new client in Repsly
    2. Zapier adds that contact to Zoho CRM as a new contact

    What You Need

    • Repsly account with administrative access
    • Zoho CRM account
  • Add Office365 contacts to Repsly

    Office 365 helps owners and managers handle nearly every facet of their business with precision and ease. When complemented by the power and simplicity of Repsly, Office365 is an even more powerful tool for organizations everywhere. By utilizing Zapier, Office365 users can now automatically add any new customers to their Repsly client list, simply by creating a Zap. Streamline your business operations and forget about the monotony of contact transfer.

    How It Works

    1. You have a new contact in Office365.
    2. Zapier adds that contact to Repsly as a new client

    What You Need

    • Office365 account
    • Repsly account
  • Add new SugarCRM leads to Repsly as clients

    Need your SugarCRM leads in Repsly? This SugarCRM Repsly integration will automatically create a new client in Repsly for any new lead in SugarCRM. Now your field reps will be able to easily keep tabs on their clients in Repsly.

    How It Works

    1. Zapier keeps an eye on your SugarCRM leads list
    2. When a new SugarCRM lead is added, Zapier adds that lead to Repsly as a client

    What You Need

    • SugarCRM account
    • Repsly account
  • Add new FreshBooks clients to Repsly

    Invoices, expenses, and contacts. These three words are enough to scare many small business managers. Thankfully, FreshBooks offers a simple way to take care of all your accounting needs. And if there's one thing Repsly knows, it's that power and simplicity can go hand-in-hand. That's why sharing new clients created in FreshBooks with your Repsly client list just got much simpler. Using Zapier, FreshBooks users can automatically have clients created in FreshBooks appear in their Resply client list. Just create the Zap and Zapier handles the rest. Easy, right?

    How It Works

    1. You add a new client in FreshBooks
    2. Zapier adds that client to Repsly

    What You Need

    • FreshBooks account
    • Repsly account
  • Add new HubSpot CRM contacts to Repsly

    Repsly users need software to support every aspect of their business. From marketing, to sales, to management, keeping everything aligned can be a daunting task for small business owners, and that means every minute counts when dealing with technology. Luckily, Zapier's integration platform allows HubSpot CRM users to add new clients in Repsly as they create them in HubSpot CRM. Simply create the Zap, create a new contact in HubSpot CRM, and check your Repsly account. Stop worrying about keeping your contacts organized, and commit more of your invaluable time to your business.

    How It Works

    1. You have a new contact in HubSpot CRM
    2. Zapier adds that contact to Repsly

    What You Need

    • HubSpot CRM account
    • Repsly account
  • Add QuickBooks customers to Repsly

    The world's #1 online accounting software, QuickBooks Online, now offers integration with Repsly. If your business has paying customers, and your team is visiting them on a recurring basis, then managing all of your contacts can be difficult. By combining QuickBooks Online and Repsly, all of your contacts are identical, regardless of the business function you're performing in the moment. Accounting or management, Zapier lets business owners and managers easily add new QuickBooks Online customers to Repsly's client list through an easy to make Zap.

    Note: This Zapier integration doesn't import existing customer into Repsly, only new customers after you've set it up.

    How It Works

    1. You have a new customer in QuickBooks
    2. Zapier adds that customer to Repsly as a new client

    What You Need

    • QuickBooks Online account
    • Repsly account
  • Add SugarCRM contacts to Repsly

    SugarCRM gives individuals a voice and an identity--something that certainly can't be said of all CRM software. When users combine the capabilities of SugarCRM and Repsly, they get a hyper-intuitive and personalized solution, and customers can feel the difference. However, moving contacts from SugarCRM to Repsly was not intuitive and simple--until now. Create a Zap, create a contact in SugarCRM, and instantly see that contact in your Repsly client list, both in the web-console and mobile app. Simple and personal, Repsly and SugarCRM just got even easier.

    How It Works

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

    What You Need

    • SugarCRM account
    • Repsly account
  • Create Repsly clients from Infusionsoft contacts

    Infusionsoft is a great sales and marketing tool for small businesses, offering an incredible variety of solutions which act as an alternative to more complicated CRM solutions that weren't built with small businesses in mind. This philosophy meshes perfectly with Repsly's intuitive and powerful management software. Used in conjunction with one another, the two softwares create a efficient all-in-one solution. Now with Zapier, users don't even need to transfer their contacts over from Infusionsoft to Repsly. Simply create a Zap, and every time a new Infusionsoft contact is added, it will also be added to Repsly's client list.

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

    How It Works

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

    What You Need

    • Infusionsoft account
    • Repsly account
  • Create Repsly clients from Salesforce contacts

    Salesforce is a great tool for moving clients and leads through your sales pipeline. For managers with teams in the field, complementing Salesforce with an intuitive solution such as Repsly can go a long way towards closing potential deals, and keeping existing customers happy. With Zapier, Salesforce customers who also use Repsly can automatically create new clients in Repsly's web-console when they create a new Salesforce contact. Focus less on organizing your clients, and more on making sales and nurturing your clients.

    How It Works

    1. Zapier keeps an eye on your contact list in Salesforce
    2. Zapier adds that contact to Repsly as a new client

    What You Need

    • Salesforce account
    • Repsly account
  • Create Repsly clients from Constant Contact

    Email marketing is a great way to find new customers. Targeted messages let businesses find exactly the kind of client they'd like to do business with and contact them. After initial contact is made however, it is important to regularly visit that client and check in on them. With Zapier, businesses can easily add new Constant Contact contacts to Repsly as new clients. Simply create the Zap, add a new contact in Constant Contact, and let Zapier handle the rest.

    How It Works

    1. Zapier keeps an eye on your contact list in Constant Contact
    2. Zapier adds that contact to Repsly as a new client

    What You Need

    • Constant Contact account
    • Repsly account
  • Add AWeber subscribers to Repsly

    What happens when one of your email marketing efforts is a huge success, and you need to start visiting your customers and managing your sales team? AWeber and Repsly integration happens. With Zapier, AWeber users have the ability to automatically send new subscribers to Repsly, where they will be entered as new clients. Forget the drag of importing and exporting, and start worrying about the things that matter to your business.

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

    How It Works

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

    What You Need

    • AWeber account
    • Repsly account

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Repsly Integration Details

Launched on Zapier July 10, 2015

Zapier combines Triggers (like "New Client With Details") and Actions (like "Create Product") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Repsly Triggers, Searches, and Actions are supported by Zapier:

New Client With Details

Triggers when a new client is created.

New Form With Details

Triggers when a new form is created.

New Missed Schedule

Triggers when a new schedule is missed.

New Visit End

Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.

New Workday Start

Triggers when representative starts a new workday.

New Workday End

Triggers when representative ends a workday.

New Order With Items

Triggers when a new order is created. Returns order items with full headers.

New Client Status Change

Triggers when a client status is updated.

New Audit With Items

Triggers when a new audit is created. Returns audit items with full headers.

New Schedule

Triggers when a new schedule is created.

New Visit Start

Triggers when a new visit is created.

Create Product

Creates a new product.

Create Client

Creates a new client.

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Repsly is a field activity management software which simplifies field work. See what your field reps see in real-time and gain control of your field team.