Revamp CRM

Revamp CRM Integrations

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Revamp CRM Integration Details

Launched on Zapier September 10, 2018

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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Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.