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How Zapier works
Zapier makes it easy to integrate SalesRabbit with SumoQuote - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Lead" from SalesRabbit.
Add your action
An action happens after the trigger—such as "Create Project" in SumoQuote.
You’re connected!
Zapier seamlessly connects SalesRabbit and SumoQuote, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- EventRequired
- StatusRequired
Try ItTriggerInstant- Lead OwnerRequired
- StatusRequired
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Created
ActionWrite- Lead IDRequired
- Lead Owner
- StatusRequired
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
ActionWrite- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItTriggerInstant
- FormRequired
Try ItTriggerInstant- FormDataIDRequired
- Form Result
- Form State
- Form Status Description
- Form Status Color
- Lead OwnerRequired
- StatusRequired
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
ActionWrite- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItTriggerInstant - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItTriggerInstant