SuperOffice CRM Integrations
Do More With SuperOffice CRM
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Create a survey with SurveyMonkey when a sale is set to lost SuperOffice
Find out why you didn’t secure a sale via an automatic survey from SurveyMonkey. If a customer or prospect decides not to buy from you, you’ll want to know what went wrong. When you set a sale to “lost” in SuperOffice CRM, automatically send a feedback survey to the registered contact from SurveyMonkey. Get their view on what could have been better.
Send Slack channel messages for new SuperOffice CRM leads
Create Google Spreadsheet rows for new SuperOffice CRM contacts
Create Google Spreadsheet rows for new SuperOffice CRM sales
Keep your Google sheets up to date when new leads come in. With this integration, you can ]effortlessly keep Google sheets synchronized and up to date with your CRM. When you create a new Sale in SuperOffice CRM, automatically update a chosen Google Sheet with a new row of information about the sale.
Create a new board in Trello when a new company is created in SuperOffice CRM
Trello offers flexible ways to manage projects, track tasks and work with other people. If you collaborate on new accounts using Trello, then all accounts matter. Use this zap to automatically create new Trello boards for you whenever a new company is added to SuperOffice CRM.
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Launched on Zapier February 4, 2019
Zapier combines Triggers (like "New Contact") 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 SuperOffice CRM Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new contact is created.
Triggers when a new project is created.
Triggers when a new sale is created.
Triggers when a new appointment is created.
Triggers when an existing company is changed.
Triggers when a new company is created.
Triggers when an existing document is changed.
Triggers when a new document is created.
Triggers when an existing contact is changed.
Triggers when an existing project is modified in SuperOffice.
Triggers when a new project member is added to a project.
Triggers when a sale is updated.
Creates a new contact.
Creates a new sale.
Creates a new request/ticket.
Creates a new message for an existing request/ticket.
Creates a new appointment.
Creates a new company.
Creates a new document.
Creates a new project.
Creates a new project member.
Remove a project member.
Update an existing document content.
Finds a company based on id, name, number, phone, e-mail, or URL.
Finds a contact based on id, e-mail, phone number, URL, or number.
Finds a sale by id, title, or number.
Finds a project based on id, name, or number.
Finds a request/ticket by id, title, author, or contact.