How to connect SalesRabbit + Klipfolio
Zapier lets you send info between SalesRabbit and Klipfolio automatically—no code required.
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- New/Updated LeadTriggers when when a lead is created and/or updated.Trigger
- Form SubmittedSend form data to Zapier when form is submitted in SalesRabbit.Trigger
- Create LeadCreates a lead.Action
- Display Form ResultDisplays the result of a submitted form and gives the option to update the lead associated with that form.Action
- Update LeadUpdates a lead.Action
- Add to Data SourceAdd data to a data source in Klipfolio.Action
- Update Data SourceReplace data in a data source in Klipfolio.Action
- Refresh Data SourceRefresh a data source in Klipfolio.Action
- Step 1: Authenticate SalesRabbit and Klipfolio.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.
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.