SMBAdvisor Integrations

Do more with SMBAdvisor

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Integrate Pipedrive with SMBAdvisor

Pipedrive

CRM (Customer Relationship Management)
Integrate Gmail with SMBAdvisor

Gmail

Email +1Email, Google
Integrate Zoho CRM with SMBAdvisor

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Freshsales with SMBAdvisor

Freshsales

CRM (Customer Relationship Management)
Integrate Copper with SMBAdvisor

Copper

CRM (Customer Relationship Management)
Integrate Insightly with SMBAdvisor

Insightly

CRM (Customer Relationship Management)
Integrate Facebook Custom Audiences with SMBAdvisor

Facebook Custom Audiences

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate PipelineDeals with SMBAdvisor

PipelineDeals

CRM (Customer Relationship Management)
Integrate Airtable with SMBAdvisor

Airtable

Databases
Integrate Salesforce with SMBAdvisor

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Sendinblue with SMBAdvisor

Sendinblue

Email Newsletters
Integrate HubSpot with SMBAdvisor

HubSpot

Marketing Automation
Integrate SharpSpring with SMBAdvisor

SharpSpring

Marketing Automation
Integrate Clearbit with SMBAdvisor

Clearbit

Contact Management
Integrate Mailshake with SMBAdvisor

Mailshake

Drip Emails
Integrate Autoklose with SMBAdvisor

Autoklose

Email
Integrate HighLevel with SMBAdvisor

HighLevel

Marketing Automation
Integrate ManyChat with SMBAdvisor

ManyChat

Social Media Marketing

Connect SMBAdvisor to 2,000+ Apps

    SMBAdvisor Integration Details

    The following SMBAdvisor Triggers, Searches, Filters, 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.

    Connect SMBAdvisor to 2,000+ Apps