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Or pick an app to pair with
Follow Up Boss
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Jotform
Forms & Surveys
Mailchimp
Marketing Automation
Google Contacts
Contact Management, Google
kvCORE
CRM (Customer Relationship Management)
Follow Up Boss
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Jotform
Forms & Surveys
Mailchimp
Marketing Automation
Google Contacts
Contact Management, Google
kvCORE
CRM (Customer Relationship Management)
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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.
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Deal Type
Triggers when a new deal type is created.
Try ItTriggerPolling - New Team Member
Triggers when a new team member is created
Try ItTriggerPolling - ContactRequired
- Deal TypeRequired
- Deal Stage
- Agent
- Address (Full)
- Street
- Street 2
- City
- State
- Zip
ActionWrite
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Stage
Triggers when a new stage is created
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Address - Street
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Lead Source
- Note
- Tags
ActionWrite- EmailRequired
ActionSearch
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