Spiro Integrations

  • Add new Google Contacts contacts to Spiro as contacts

    You only need to add your new contacts once—Zapier makes sure they're copied everywhere you need, like your CRM. Set up this Google Contacts-Spiro integration and we'll handle that connection for you. Whenever you add a new Google Contact, a matching person will be created on Spiro, saving you the hassle of ever exporting them again.

    How it works

    1. A new contact is added to Google Contacts
    2. Zapier automation creates a new contact on Spiro

    Apps involved

    • Google Contacts account
    • Spiro account
  • Add new Spiro contacts to Google Contacts

    Keeping your contacts updated can be a major chore. This integration makes it a breeze. After you set it up, any new contact you add to Spiro will automatically be created on Google Contacts as well. No more missing contacts, no more manual exports.

    How this Spiro-Google Contacts integration works

    1. A new contact is created on Spiro
    2. Zapier automatically adds the contact to Google Contacts

    Apps involved

    • Spiro
    • Google Contacts
  • Add new Facebook Lead Ad leads to Spiro as contacts

    The easiest way to turn your contacts into leads is to first get all of them in one place, so you can swiftly take action. Use this Zap to automatically add new Facebook Lead Ad leads to Spiro as contact. Now, with all of your contacts' information in one place, you can rest assured that no leads or contacts slipped through the cracks.

    How this Facebook Lead Ads-Spiro integration works

    1. A new lead is created in Facebook Lead Ads
    2. Zapier creates a contact in Spiro

    Apps involved

    • Facebook Lead Ads
    • Spiro
  • Create opportunities on Spiro from new HubSpot form submissions

    You've already got your submitters to enter their personal information on your form, so why not pass that effort along to populate your CRM as well? Once this automation is active, it will trigger with every new form submission you receive, automatically creating a new opportunity on Spiro with all the details from the form.

    How this HubSpot-Spiro integration works

    1. A new form submission is received on HubSpot
    2. Zapier automatically creates a new opportunity on Spiro

    Apps involved

    • Hubspot
    • Spiro
  • Add new Wufoo entries to Spiro as opportunities

    Often times you'll use a web form to generate leads and deals for your company. This integration makes it a breeze to turn form entries from a Wufoo form into Spiro Opportunities

    How this Wufoo-Spiro integration works

    1. A new entry is added in Wufoo
    2. Zapier adds a new opportunity in Spiro

    Apps involved

    • Wufoo
    • Spiro
  • Add new FullContact business cards to Spiro as new opportunities

    Did you just get back from an event with a bunch of business cards? Cut down on the tedious task of transferring contacts into Spiro, and let Zapier to do it automatically.

    How this FullContact-Spiro integration works

    1. Scan a new business card in FullContact
    2. Zapier adds that information to Spiro as new opportunity

    Apps involved

    • FullContact
    • Spiro
  • Add a Salesforce Opportunity when a Spiro Opportunity is Closed Won

    Keep track of your Spiro closed won sales on Salesforce with this Zap integration. After you set up this Spiro Salesforce integration, every time there is a new closed won deal in Spiro, a Salesforce opportunity is created. A great way to work in Spiro to close your deals and keep your corporate CRM system up to date.

    How this Spiro-Salesforce integration works

    1. Opportunity marked as closed won in Spiro
    2. Zapier creates a new opportunity in Salesforce

    Apps involved

    • Spiro
    • Salesforce
  • Automatically Send Gmail Email About Spiro Close Won Opportunity

    You've just closed a deal in Spiro. Now, let your Gmail account automatically send you an email notification. That way, you can send an email notification to yourself or your team, or let your customer know the opportunity is done.

    How this Spiro-Gmail integration works

    1. The opportunity stage is changed to closed won in Spiro
    2. Zapier sends an email using Gmail

    Apps involved

    • Gmail Account
    • Spiro account
  • Add new Microsoft Dynamics Leads to Spiro as Opportunities

    Whether you're using both apps in tandem or migrating from Dynamics into Spiro, set up this automation and you won't have to worry about missing leads or entering them manually. It will trigger with each new lead you add into Dynamics, it automatically adds a new opportunity, contact and company information into Spiro

    How this Dynamics-Spiro integration works

    1. A New Lead is created in Microsoft Dynamics
    2. Zapier will automatically create a new opportunity in Spiro

    Apps involved

    • Microsoft Dynamics CRM
    • Spiro
  • Add new Office365 Contacts contacts to Spiro as contacts

    You only need to add your new contacts once—Zapier makes sure they're copied everywhere you need, like your CRM. Set up this Office365 Contacts-Spiro integration and we'll handle that connection for you. Whenever you add a new Office365 Contact, a matching person will be created on Spiro, saving you the hassle of ever exporting them again.

    How this Office 365-Spiro integration works

    1. A new contact is added to Office365 Contacts
    2. Zapier automation creates a new contact on Spiro

    Apps involved

    • Office365 Contacts
    • Spiro
  • Add new Microsoft Dynamics Contacts to Spiro as contacts

    You only need to add your new contacts once—Zapier makes sure they're copied everywhere you need, like your CRM. Set up this Microsoft Dynamics Contacts-Spiro integration and we'll handle that connection for you. Whenever you add a new Microsoft Dynamics Contact, a matching person will be created on Spiro, saving you the hassle of ever exporting them again.

    How this Microsoft Dynamics-Spiro integration works

    1. A new contact is added to Microsoft Dynamics Contacts
    2. Zapier automation creates a new contact on Spiro

    Apps involved

    • Microsoft Dynamics
    • Spiro account
  • Post messages to a Slack channel when new deals are closed won on Spiro

    Want to share your Spiro closed won deal with your team through Slack? Rather than copy/paste, use Zapier to create a new Slack message automatically when you move an opportunity to closed won in Spiro

    How this Spiro-Slack integration works

    1. Change the opportunity stage to Close Won in Spiro
    2. Zapier sends that new deal as a Slack new message

    Apps involved

    Spiro account Slack account

  • Send HelloSign requests when Spiro opportunities change stages

    Move the sales process along by automating time-consuming stages like getting signatures. Use this Zap to automatically send your client a HelloSign signature request for them to sign whenever the client enters a new sales stage in Spiro. Zapier will automatically send a proposal to the client to sign so you can immediately move forward with your sale!

    How this Spiro-HelloSign integration works

    1. An opportunity in Spiro changes sales stages
    2. Zapier automatically sends a HelloSign signature request

    Apps involved

    • Spiro
    • HelloSign
  • Add new MailChimp subscribers to Spiro as Opportunities

    Want to create a new opportunity in Spiro when you get a new Mailchimp subscriber? Now you can with this Spiro Mailchimp integration. Zapier will automatically take new subscribers added to the list of your choice and automatically send them to Spiro as Opportunities.

    How this MailChimp-Spiro integration works

    1. A Subscriber is created in a Mailchimp list
    2. Zapier automatically creates a opportunity in Spiro

    Apps involved

    • Spiro
    • Mailchimp
  • Populate WebMerge document templates from updated Spiro opportunities

    Automatically populate proposals, invoices, and other documents from Spiro CRM, so you don't have to manually transfer customer info yourself. Set up this Spiro-WebMerge integration, and whenever you update an opportunity to a certain stage in Spiro, Zapier will send the information over to your WebMerge template, automatically generating quotes, contracts, proposals, and more!

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Spiro-WebMerge integration works

    1. An opportunity is updated in Spiro
    2. Zapier automatically sends the data to WebMerge

    Apps involved

    • Spiro
    • WebMerge

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Spiro Integration Details

Launched on Zapier March 15, 2016

Zapier combines Triggers (like "New Reminder") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Create Contact

Creates a new contact.

Create Opportunity (Contact)

Creates new opportunity from a contact.

Create Opportunity (Company)

Creates a new company opportunity.

Update Company

Updates company.

Update Record for Custom Entity

Updates record for custom entity.

Create Reminder

Creates reminder for contact.

Update Contact

Updates contact.

Create Interaction

Creates interaction for contact.

Update Opportunity

Updates opportunity.

Create Record for Custom Entity (Under Contact)

Creates a new record for custom entity (under contact).

Create Record for Custom Entity (Under Company)

Creates a new record for custom entity (under company).

Create Record for Custom Entity (Under Opportunity)

Creates a new record for custom entity (under opportunity).

Create Company

Creates a new company.

New Reminder

Triggers when new reminder is created.

New Opportunity

Triggers when new opportunity created.

New Contact

Triggers when new contact is created.

Opportunity Sales Stage Change

Triggers when opportunity sales stage changes.

Updated Company

Triggers when company updated.

New Custom Entity

Triggers when new custom entity created.

Updated Contact

Triggers when a contact is updated on your selected fields.

Opportunity Won

Triggers when opportunity closed won.

Updated Opportunity

Triggers when an opportunity is updated.

Updated Custom Entity

Triggers when custom entity updated.

New Company

Triggers when new company created.

Find Opportunity

Find Opportunity by a field and value you choose.

Find a Contact

Find a Contact by a field and value you choose.

Find Company

Find Company by a field and value you choose.

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