Salpo CRM Integrations
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Facebook Lead Ads
Ads & Conversion, Facebook, Premium
Google Sheets
Google, Spreadsheets
Microsoft Outlook
Email, Microsoft
Trello
Project Management
Docupilot
Documents
DocuSign
Signatures
Esendex
Phone & SMS
Jotform
Forms & Surveys
Wufoo
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Shopify
eCommerce, PremiumGmail
Email, GoogleGoogle Forms
Forms & Surveys, GoogleZendesk
Customer Support, PremiumPayPal
Payment Processing, PremiumSmartsheet
SpreadsheetsForce24
Beta, Marketing AutomationMailchimp
Email NewslettersGoogle Drive
File Management & Storage, GoogleSquarespace
Forms & SurveysIntercom
Customer SupportAutopilot Journeys
Marketing AutomationActiveCampaign
Marketing AutomationTypeform
Forms & SurveysFacebook Pages
Facebook, Social Media AccountsAcuity Scheduling
Scheduling & BookingWooCommerce
eCommerce, WordPressMicrosoft Excel
Microsoft, SpreadsheetsQuickBooks Online
Accounting, PremiumJira Software Cloud
Project ManagementXero
Accounting, PremiumCognito Forms
Forms & SurveysSurveyMonkey
Forms & SurveysPandaDoc
DocumentsAWeber
Email NewslettersGetResponse
Marketing AutomationMicrosoft Office 365
Email, MicrosoftCampaign Monitor
Email NewslettersRingCentral
Phone & SMSHelp Scout
Customer SupportLionDesk
CRM (Customer Relationship Management)Quotient
Proposal & Invoice ManagementFreshsales Classic
CRM (Customer Relationship Management)noCRM.io
CRM (Customer Relationship Management)Textlocal
Phone & SMSShowcase IDX
CRM (Customer Relationship Management)CandidateZip Resume/Job Parser
HR Talent & RecruitmentExercise.com
FitnessSmartSurvey
Forms & SurveysChat Agents
Beta, Customer SupportInsightly
CRM (Customer Relationship Management)Zendesk Sell
CRM (Customer Relationship Management)Connect your apps and automate workflows
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- New CommunicationTriggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.Trigger
- New ModuleTriggers when a new custom module is created.Trigger
- New ContactTriggers when a new Contact is created (Individual or Organisation).Trigger
- New OpportunityTriggers when a new Opportunity is created.Trigger
- New OrganisationCreates a new OrganisationAction
- New IndividualCreates a new IndividualAction
- New OpportunityCreates a new, In-progress OpportunityAction
- New Scheduled CommunicationSchedules a CommunicationAction
- Salpo CRM
Add a file to a Contact record
Scheduled
Action
- Salpo CRM
Add a file to a Custom Module record
Scheduled
Action
- Salpo CRM
Link files to an Opportunity using the file URL.
Scheduled
Action
- Salpo CRM
Finds Contacts by Custom Field value
Scheduled
Action
- Salpo CRM
Retrieves all Opportunity details including products
Scheduled
Action
- Salpo CRM
Creates a standard Communication to record previous notes
Scheduled
Action
- Salpo CRM
Creates a Custom Connection between two Modules
Scheduled
Action
- Salpo CRM
Creates a new record of a custom Module
Scheduled
Action
- Salpo CRM
Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)
Scheduled
Action
- Salpo CRM
Update Individuals or Organisations
Scheduled
Action
- Salpo CRM
Search for a Contact and update a custom connection between Contacts or Modules
Scheduled
Action
- Salpo CRM
Update custom Modules
Scheduled
Action
- Salpo CRM
Update an Opportunity
Scheduled
Action
- Salpo CRM
Finds a Contact by ID and returns all Contact information
Scheduled
Action
- Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
- Salpo CRM
Finds Individuals using an email address
Scheduled
Action
- Salpo CRM
Find and retrieve a custom module record by ID. Returns standard and custom data.
Scheduled
Action
- Salpo CRM
Find a file linked to a Module. Search files using the file label or name
Scheduled
Action
- Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
- Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
- Salpo CRM
Finds Individuals using an email address
Scheduled
Action
- Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
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