SalesViewer + SuperOffice CRM

Create new SuperOffice CRM companies from new visits in SalesViewer

Streamline your sales process by automating the transfer of new visit data from SalesViewer to SuperOffice CRM. With this workflow, each new visit on SalesViewer will instantly create a new company entry in your SuperOffice CRM, keeping your customer information updated and organized. Eliminate manual data entry and focus more on engaging with your clients.

When this happens...
New Visits
Triggers when a visit has been detected on your website.
TriggerPolling
automatically do this!
Create Company
Creates a new company.
ActionWrite

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Supported triggers and actions

Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Trigger
Polling
Try It
Visits From New Companies
Triggers when a new lead visits your website.
Trigger
Polling
Try It
Visits From Favourite Companies
Triggers when a favourite company visits your website.
Trigger
Polling
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It

New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Project Member Changed
Triggers when an existing project member is modified in a project.
Trigger
Instant
Try It
- Trigger whenRequired
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
Update Sale
Update an existing sale content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write

New Visits
Triggers when a visit has been detected on your website.
Trigger
Polling
Try It
Returning Visitors
Triggers when a company visited your website more than once.
Trigger
Polling
Try It
Appointment Changed
Triggers when an existing appointment is changed.
Trigger
Instant
Try It
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It
Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It
Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Appointment
Update an existing appointment content.
Action
Write
- Document idRequired
- DocumentRequired
Action
Write
Update Project
Update an existing project content.
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.

Learn more

Related categories

Marketing

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

SalesViewer + SuperOffice CRM

Create new SuperOffice CRM companies from new visits in SalesViewer

Intensive Visits

Visits From New Companies

Visits From Favourite Companies

New Appointment

New Company

New Document

New Contact

New Project

Project Member Changed

Sale Changed

Create Appointment

Create Company

Create Contact

Create Project Member

Create Sale

Create Request Message

Update Company

Update Contact

Update Sale

Find Company

Find Project

Find Request

Find or Create Contact

Find or Create sale

New Visits

Returning Visitors

Appointment Changed

Company Changed

Document Changed

Contact Changed

Project Changed

New Project Member

New Sale

New Request

Create Request Message Attachment

Create Document

Create Project

Remove Project Member

Create Request

Update Appointment

Update Document Content

Update Project

Update Request

Find Contact

Find Sale

Find or Create Company

Find or Create Project

Find or Create Request

About SalesViewer

Related categories

About SuperOffice CRM

Related categories

Similar apps

Zapier Interfaces