RevBoss

RevBoss Help & Support

What RevBoss Triggers and Actions are Supported?

Supported Triggers#

  • Prospect Event - Triggers when a Prospect completes a specified event.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Contact - Creates a new contact in RevBoss.
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How to Get Started with RevBoss on Zapier

To get started with RevBoss on Zapier, first you will need to click to connect your RevBoss account to use with your Zap.

Click to connect RevBoss

Next, you'll be asked to enter your RevBoss's API key.

RevBoss API Key

To locate your API Key in your RevBoss account, please follow these steps:

  1. Log into your RevBoss account
  2. Go to the bottom of your "Organization" page
  3. Click on "Add API Key"
  4. Give your API a name and click create
  5. Copy the generated API key to your clipboard

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your RevBoss account will now be successfully connected.

RevBoss connection successful

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Common Problems with RevBoss on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

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