Revamp CRM

Revamp CRM Integrations

  • Create Revamp CRM contacts from new Google Sheets rows

    Do you keep track of your customers with spreadsheets? Zapier can automatically add the contacts' data into Revamp CRM as new persons. You must have a row of column headers and at least one entry in your spreadsheet when you set up the integration. So to get started, simply create a spreadsheet with a row of column headings to match your data needs and at least one row of data.

    Once you set up this integration, new Google Sheets spreadsheet rows added from that point forward are individually added to Revamp CRM as new persons.

    Note: This Zapier integration doesn't create Revamp CRM persons from Google Sheets spreadsheet rows that already exist in the spreadsheet, only rows added to the bottom of the spreadsheet after you've set it up.

    How this Google Sheets-Revamp CRM integration works

    1. A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet
    2. Zapier adds the data in that row to Revamp CRM as a new person

    Apps involved

    • Google Sheets account
    • Revamp CRM Account
  • Add new Eventbrite attendees as Revamp CRM contacts

    Rather than dealing with one-time imports of attendees data, use Zapier to do that admin work for you. Once you set up this Eventbrite-Revamp CRM integration, new attendees from that point forward are individually added as persons, saving you time and effort.

    Note: This Zapier integration doesn't import already registered event attendees into Revamp CRM. Only new attendees after you've set it up.

    How this Eventbrite-RevampCRM integration works

    1. A new attendee registers for your event on Eventbrite
    2. Zapier adds that individual to Revamp CRM as a person

    What You Need

    • Eventbrite account
    • Revamp CRM account
  • Create Revamp CRM contacts from new Acuity Scheduling appointments

    Use Zapier to start automatically adding new Acuity Scheduling contacts to Revamp CRM as they create a new appointment. Once you set up this Acuity Scheduling to Revamp CRM integration, new appointment contacts created from that point forward are automatically added to your Revamp CRM as new persons.

    How It Works

    1. A new Acuity Scheduling appointment is created.
    2. Zapier adds the appointment contact to Revamp CRM as a new person.

    What You Need

    • Acuity Scheduling account
    • Revamp CRM account
  • Create Revamp CRM contacts from new ScheduleOnce bookings

    Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Revamp CRM persons from new ScheduleOnce invitees.

    How It Works

    1. You have a new booking in ScheduleOnce
    2. Zapier creates a new person in Revamp CRM

    What You Need

    • ScheduleOnce account
    • Revamp CRM account
  • Create Revamp CRM contacts from new YouCanBook.Me bookings

    Why shoot yourself in the foot by slowing your marketing down with manual data entry? Or worse, missing out on potential customers? This integration will watch YouCanBook.Me for new bookings. Any new instance will kick off this automation, adding a person to your Revamp CRM account, making you more organized than ever before with less time spent doing so.

    How It Works

    1. A new booking is added to YouCanBook.Me
    2. Zapier automatically adds a person on Revamp CRM

    What You Need

    • YouCanBook.Me account
    • Revamp CRM account
  • Create Revamp CRM contacts from Gravity Forms submissions

    You can use Gravity Forms as an easy to build contact form on your WordPress site. Then, with this integration activated, Zapier adds those leads from Gravity Forms into your Revamp CRM automatically.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically turns that contact into a Revamp CRM person

    What You Need

    • The Gravity Forms plugin
    • The Gravity Forms Zapier plugin
    • A Revamp CRM account
  • Add new 10to8 customers to Revamp CRM

    With this integration activated, Zapier will automatically add new 10to8 customers to Revamp CRM, as well as their accompanying contact information.

    Note: This integration doesn't import already existing 10to8 customers into Revamp CRM, only new ones after you've set it up.

    How It Works

    1. You create a new customer in 10to8, OR you book a 10to8 appointment with a new customer, OR a new customer requests to book with you on your public 10to8 booking page
    2. Zapier automatically sends the customer's contact details to Revamp CRM

    What You Need

    • 10to8 account
    • Revamp CRM account
  • Create Revamp CRM contacts from 123FormBuilder submissions

    Once this integration is active, a new contact will be added to Revamp CRM for every new submission received from 123FormBuilder. This will happen automatically from then on, ensuring that you have nothing but the latest data for your follow-ups and outreach.

    How It Works

    1. A new submission is received on 123FormBuilder
    2. Zapier automatically adds a contact on Revamp CRM

    What You Need

    • 123FormBuilder account
    • Revamp CRM account
  • Create Revamp CRM contacts from Cognito Forms submissions

    This integration will trigger every time you get a new entry on Cognito Forms, adding a new person on Revamp CRM with all that information automatically so you can rely on updated contacts from then on.

    How It Works

    1. A new entry is received on Cognito Forms
    2. Zapier automatically adds a new person to Revamp CRM

    Apps involved

    • Cognito Forms account
    • Revamp CRM account
  • Create Revamp CRM contacts from Typeform entries

    Your team uses Typeform because it turns data collection into an experience. It's important to retain customer contact information so you can reach out to them in future campaigns. This integration automatically creates Revamp CRM persons from newly submitted forms in Typeform. Now communicating with your customers is easier than ever before.

    How It Works

    1. A new form is submitted in Typeform
    2. Zapier automatically creates a new person in Revamp CRM

    What You Need

    • A Typeform account
    • A Revamp CRM account
  • Add new Revamp CRM tasks to Todoist

    Revamp CRM tasks can be used as reminders for your sales team, but you may also need to track these tasks in Todoist. Use Zapier to automatically start adding new Revamp CRM tasks to Todoist as they are created.

    Note: This Zapier integration doesn't create Todoist tasks from existing Revamp CRM tasks, only tasks that are created after you've set it up.

    How It Works

    1. A new Revamp CRM task is created
    2. Zapier adds the task to Todoist

    What You Need

    • Revamp CRM
    • Todoist
  • Add new Revamp CRM tasks to Asana

    Make sure you stay on top of your Revamp CRM tasks no matter where you're working by adding them to your Asana project or workspace as new tasks. Once activated, Zapier will add each new Revamp CRM task to Asana as a new task automatically.

    How It Works

    1. Someone creates a new task in Revamp CRM
    2. Zapier automatically adds a task in Asana

    What You Need

    • Revamp CRM
    • Asana
  • Create Revamp CRM contacts from new Google Forms responses

    One of the easiest ways to gather leads on your website is through a simple form like Google Forms. After you've set it up, this integration will turn those responses into Revamp CRM contacts automatically.

    Note: To use this integration you'll need a live form that's set up to collect responses in a Google Sheets spreadsheet.

    How this Google Forms-Revamp CRM integration works

    1. You have a new response on your Google Forms
    2. Zapier creates a new Revamp CRM person

    What You Need

    • Google Forms
    • Revamp CRM
  • Add new Revamp CRM deals to Trello as new cards

    Revamp CRM allows your sales team to manage deals through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two. Once you setup this integration, Zapier will automatically create new Trello cards from new Revamp CRM deals, or you can set up this integration to only create new Trello cards when deals reach a certain milestone.

    Note: This Zapier integration doesn't create Trello cards for existing Revamp CRM deals, only deals created after you've set it up.

    How It Works

    1. A new Revamp CRM deal is created
    2. Zapier creates a new card in Trello

    What You Need

    • Revamp CRM
    • Trello
  • Add new Revamp CRM tasks to Google Calendar as detailed events

    Revamp CRM tasks can be used as reminders for such things as a meeting, phone call or submission deadline. Use Zapier to start adding new Revamp CRM tasks to a Google Calendar as they are created. Once you set up this Revamp CRM-Google Calendar integration, new Revamp CRM tasks created from that point forward are automatically be added to your Google Calendar as detailed events.

    How It Works

    1. A new Rvamp CRM task is created
    2. Zapier adds the task to a Google Calendar as a detailed event

    What You Need

    • Revamp CRM
    • Google Calendar
  • Add new Revamp CRM tasks to Wunderlist

    Take your important tasks with you, wherever you go, by having Zapier add them from your CRM into your personal lists as needed. Activate this integration and Zapier will do the rest: A new task will be added to Wunderlist with all the details you need from each new task you add to Revamp CRM from then on.

    How this Revamp CRM-Wunderlist integration works

    1. A new task is created in Revamp CRM
    2. Zapier automatically creates a new one in Wunderlist

    What You Need

    • Revamp CRM
    • Wunderlist
  • Add new Revamp CRM tasks to Google Tasks

    Revamp CRM tasks can be used as reminders for your sales team, but you may also need to track these tasks in Google Tasks. Use Zapier to automatically start adding new Revamp CRM tasks to Google Tasks as they are created.

    Note: This Zapier integration doesn't create tasks in Google Tasks from existing Revamp CRM tasks, only tasks that are created after you've set it up.

    How It Works

    1. A new Revamp CRM task is created
    2. Zapier adds the task to Google Tasks

    What You Need

    • Revamp CRM
    • Google Tasks
  • Add new Revamp CRM tasks to Trello as new cards

    Revamp CRM tasks are reminders for your sales team, but if the wider team uses Trello to manage tasks visually, use Zapier to integrate the two. Zapier can watch your Revamp CRM account and automatically add new cards to a Trello board as these tasks are added by the sales team.

    Note: This Zapier integration doesn't create Trello cards for existing tasks in a Revamp CRM account, only new tasks created after you've set it up.

    How It Works

    1. A task is added to a Revamp CRM account
    2. Zapier creates a new card in Trello

    What You Need

    • Revamp CRM
    • Trello
  • Create Revamp CRM contacts from new Calendly invitees

    Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Revamp CRM persons from new Calendly invitees.

    Note: This Zapier integration doesn't import invitees that were created prior to Zap set up, only new Calendly invitees created after it is set up.

    How It Works

    1. A new Calendly invitee is created
    2. Zapier creates a person in Revamp CRM

    What You Need

    • Calendly premium account
    • Revamp CRM account
  • Create Revamp CRM notes for newly closed chats in Drift

    When a chat is closed in Drift, Zapier will add a note under the customer in Revamp CRM including the chat transcript, automatically. That way, you track your leads and convert them to customers quickly and efficiently.

    Note: If a contact does not exist in Revamp CRM, a new contact will be created with the note attached.

    How it works

    1. A chat is closed in Drift
    2. Zapier adds a note in Revamp CRM

    What You Need

    • Drift
    • Revamp CRM
  • Create Revamp CRM notes for newly finished chats in HappyFox Chat

    Equip your sales team with the tools they need to succeed. This Zapier integration captures newly finished chat sessions on HappyFox Chat and creates notes on Revamp CRM, letting you follow up and convert them into customers when ready.

    How this HappyFox Chat-Revamp CRM integration works

    1. A new chat session is finished on HappyFox Chat
    2. Zapier creates a new note on Revamp CRM

    Apps involved

    • HappyFox Chat
    • Revamp CRM
  • Create Revamp CRM notes for newly finished chats in Pure Chat

    The main job of any sales team is to get leads and convert them into business. This Zapier integration captures newly finished chat sessions on Pure Chat and creates notes on Revamp CRM, letting y​ou follow up and convert them into customers when ready.

    How this Pure Chat-Revamp CRM integration works

    1. A new chat session is finished on Pure Chat
    2. Zapier creates a new note on Revamp CRM

    What You Need

    • Pure Chat
    • Revamp CRM
  • Create Revamp CRM notes for newly finished chats in Intercom

    A successful sales team is one that can take leads then convert them into customers. This Zapier integration captures newly finished chat sessions on Intercom and creates notes on Revamp CRM, letting you follow up and convert them into customers when ready.

    How this Intercom-Revamp CRM integration works

    1. A new chat session is finished on Intercom
    2. Zapier creates a new note on Revamp CRM

    What You Need

    • Intercom
    • Revamp CRM
  • Add new leads from a Facebook Lead Ads to Revamp CRM as people

    Speed is essential when reaching out to new engaged users. Let Zapier automation keep you moving as quickly as your marketing with this Facebook Lead Ads-Revamp CRM integration. With this Zap active, we'll automatically create a person on Revamp CRM whenever a new ad lead is detected on Facebook, making sure you never miss anyone.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation adds a person on Revamp CRM

    What You Need

    • Facebook account
    • Revamp CRM account
  • Add new Revamp CRM contacts to a Facebook Offline Conversions event set

    Importing new leads to Facebook by hand? Try this integration to save time and start optimizing your ads even faster. After you set up this automation, new Revamp CRM contacts will be automatically added to a Facebook Offline Conversions event set, freeing up your time for more important work.

    How this Revamp CRM-Facebook Offline Conversions integration works

    1. A new contact is added to Revamp CRM
    2. Zapier adds this contact to a Facebook Offline Conversions event set

    Apps involved

    • Revamp CRM
    • Facebook Offline Conversions

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Revamp CRM Integration Details
Beta

Launched on Zapier February 3, 2016

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

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

New Deal

Triggers when a new deal is created.

New Customer

Triggers when a new customer is created.

New Task

Triggers when a new task is created.

Organization Matching Filter

Triggers when matching organizations with this criteria.

Task Matching Filter

Triggers when matching tasks with this criteria.

Deal Matching Filter

Triggers when matching deals with this criteria.

Person Matching Filter

Triggers when matching people with this criteria.

Create Deal

Creates a new Deal.

Create Person

Creates a new person.

Create Task

Creates a new Task.

Create Note

Creates a new note.

Create Organization

Creates a new organization.

Find Organization

Finds an existing Organization.

Find Person

Finds an existing Person.

Find Deal

Find an existing Deal.

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