Popular ways to use Revamp CRM workflows

• Create Revamp CRM contacts from new Google Sheets rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Google Sheets, Revamp CRM

  Google Sheets + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from new Google Sheets rows

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from new Google Sheets rows

  Try it

  • 
  • 

  Google Sheets, Revamp CRM

  Google Sheets + Revamp CRM

• Add new Eventbrite attendees as Revamp CRM contacts

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Eventbrite, Revamp CRM

  Eventbrite + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: New Attendee Registered

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Add new Eventbrite attendees as Revamp CRM contacts

  

  by Zapier

  Zapier

  Add new Eventbrite attendees as Revamp CRM contacts

  Try it

  • 
  • 

  Eventbrite, Revamp CRM

  Eventbrite + Revamp CRM

• Create Revamp CRM contacts from new Acuity Scheduling appointments

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Acuity Scheduling, Revamp CRM

  Acuity Scheduling + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: New Appointment

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from new Acuity Scheduling appointments

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from new Acuity Scheduling appointments

  Try it

  • 
  • 

  Acuity Scheduling, Revamp CRM

  Acuity Scheduling + Revamp CRM

• Create Revamp CRM contacts from new OnceHub bookings

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  OnceHub, Revamp CRM

  OnceHub + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: Booking Scheduled

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from new OnceHub bookings

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from new OnceHub bookings

  Try it

  • 
  • 

  OnceHub, Revamp CRM

  OnceHub + Revamp CRM

• Create Revamp CRM contacts from new YouCanBook.Me bookings

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  YouCanBook.Me, Revamp CRM

  YouCanBook.Me + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: New Booking

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from new YouCanBook.Me bookings

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from new YouCanBook.Me bookings

  Try it

  • 
  • 

  YouCanBook.Me, Revamp CRM

  YouCanBook.Me + Revamp CRM

• Create Revamp CRM contacts from Gravity Forms submissions

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Gravity Forms, Revamp CRM

  Gravity Forms + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from Gravity Forms submissions

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from Gravity Forms submissions

  Try it

  • 
  • 

  Gravity Forms, Revamp CRM

  Gravity Forms + Revamp CRM

• Create Revamp CRM contacts from 123FormBuilder submissions

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  123FormBuilder, Revamp CRM

  123FormBuilder + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from 123FormBuilder submissions

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from 123FormBuilder submissions

  Try it

  • 
  • 

  123FormBuilder, Revamp CRM

  123FormBuilder + Revamp CRM

• Create Revamp CRM contacts from Cognito Forms submissions

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Cognito Forms, Revamp CRM

  Cognito Forms + Revamp CRM

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Person

  See Zap detailsTry it

  Create Revamp CRM contacts from Cognito Forms submissions

  

  by Zapier

  Zapier

  Create Revamp CRM contacts from Cognito Forms submissions

  Try it

  • 
  • 

  Cognito Forms, Revamp CRM

  Cognito Forms + Revamp CRM

• 

  Person Matching Filter

  Triggers when matching people with this criteria.

  Trigger

  Scheduled
• 

  Deal Matching Filter

  Triggers when matching deals with this criteria.

  Trigger

  Scheduled
• 

  New Customer

  Triggers when a new customer is created.

  Trigger

  Scheduled
• 

  New Deal

  Triggers when a new deal is created.

  Trigger

  Scheduled
• 

  New Task

  Triggers when a new task is created.

  Trigger

  Scheduled
• 

  Organization Matching Filter

  Triggers when matching organizations with this criteria.

  Trigger

  Scheduled
• 

  Task Matching Filter

  Triggers when matching tasks with this criteria.

  Trigger

  Scheduled
• 

  Create Person

  Creates a new person.

  Action

  Write
• Revamp CRM

  Creates a new Deal.

  Scheduled

  Action

• Revamp CRM

  Creates a new note.

  Scheduled

  Action

• Revamp CRM

  Creates a new organization.

  Scheduled

  Action

• Revamp CRM

  Creates a new Task.

  Scheduled

  Action

• Revamp CRM

  Finds an existing Person.

  Scheduled

  Action

• Revamp CRM

  Find an existing Deal.

  Scheduled

  Action

• Revamp CRM

  Finds an existing Organization.

  Scheduled

  Action