Revamp CRM + Groove Integrations

How to connect Revamp CRM + Groove

Zapier lets you send info between Revamp CRM and Groove automatically—no code required.

When this happens...

Deal Matching Filter

Triggers when matching deals with this criteria.

automatically do this!

Add Note

Adds a private note to an existing ticket.

Popular Revamp CRM + Groove workflows

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Add new Groove customers to Revamp CRM as people
Groove + Revamp CRM
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When this happens
Step 1: Customer Added
Then do this
Step 2: Create Person
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Add new Groove customers to Revamp CRM as people
Add new Groove customers to Revamp CRM as people
Groove + Revamp CRM

Supported triggers and actions

What does this mean?

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
Groove
Triggers when an agent is created.
Instant
Trigger
Groove
Triggers when an agent replies to a ticket.
Instant
Trigger
Groove
Triggers when a customer is created.
Instant
Trigger
Groove
Triggers when a customer replies to a ticket.
Instant
Trigger
Groove
Triggers when a note is added to a ticket.
Instant
Trigger
Groove
Triggers when a ticket is assigned.
Instant
Trigger
Groove
Triggers when a ticket is closed.
Instant
Trigger
Groove
Triggers when a ticket is deleted.
Instant
Trigger
Groove
Triggers when a ticket is moved to a different mailbox.
Instant
Trigger
Groove
Triggers when a ticket is opened.
Instant
Trigger
Groove
Triggers when a ticket's priority is changed.
Instant
Trigger
Groove
Triggers when a new ticket is created.
Instant
Trigger
Groove
Triggers when a ticket's state is changed.
Instant
Trigger
Groove
Triggers when a ticket is tagged.
Instant
Trigger
Groove
Adds a private note to an existing ticket.
Scheduled
Action
Groove
Assigns an agent to a ticket.
Scheduled
Action
Groove
Changes the state of a ticket to "closed".
Scheduled
Action
Groove
Starts a new ticket for your customer.
Scheduled
Action
Groove
Changes the state of a ticket to "opened".
Scheduled
Action
Groove
Changes the state of a ticket, e.g. from "opened" to "closed".
Scheduled
Action

How Revamp CRM + Groove Integrations Work

Step 1: Authenticate Revamp CRM + Groove.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.