SMBAdvisor Integrations

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HubSpot CRM (Legacy)

CRM (Customer Relationship Management)

50 Integrations

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho

70 Integrations

Gmail

Email +1Email, Google

60 Integrations

Connect SMBAdvisor to 2,000+ Apps

    SMBAdvisor Integration Details

    Launched on Zapier:

    The following SMBAdvisor Triggers, Searches, and Actions are supported by Zapier:

    Triggers

    InstantNew Profile

    Triggered every time a new profile is created in BuzzBoard.

    InstantNew Contact

    Triggered every time a new contact is created for a profile in BuzzBoard.

    InstantNew Note

    Triggers when a new Note is added to a profile (Note contains date reminder)

    InstantContact Updated

    Updates an existing contact.

    InstantProfile Updated

    Triggers when a profile info is updated.

    InstantCreate Reminder

    Adding reminders for the projects

    InstantNew Context

    Triggers when a new Context is added to a profile.

    InstantProfile Assets

    Triggers profile reports when a profile is added or updated.

    InstantContext Updated

    update context information of the profile

    InstantNote Updated

    Updates an existing note.

    Actions

    Create Context

    Creates a new context for a profile. (Matches the business name and profile of that contact)

    Create Reminder

    Creating reminders for the bussines

    Create Note

    Updates an existing context. (Checks the business name and profile of that contact)

    Update Context

    update context for the business based on id

    Update Note

    Updates an existing note. (Checks the business name and profile of that note)

    Create Profile

    Creates a new profile.

    Create Contact

    Creates a new contact for a profile. (Matches the business name and profile of that contact)

    Update Contact

    Updates an existing contact. (Checks the business name and profile of that contact)

    Update Profile

    Updates the existing Profile.

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