SuperOffice CRM Integrations
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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.
Create a new Trello Card when a new sale is created in SuperOffice
Add Asana tasks in projects in SuperOffice CRM as appointments
Gain a total overview of your projects by adding activities you create with this integration. Do you work with different teams across different platforms? Stay aligned by using the SuperOffice-Asana integration. When a new task is created in an Asana project, a new appointment will be added to SuperOffice CRM.
Create a new Trello board when a new sale is created in SuperOffice
Add SuperOffice contacts as MailChimp subscribers
Do you use MailChimp to stay in touch with your contacts, prospects and leads? Then you’ll want to have up-to-date and complete mailing lists. This SuperOffice CRM to MailChimp integration makes it a breeze to automatically add new SuperOffice contacts to MailChimp.
Note: Works for any new SuperOffice contact add after the integration is turned on.
Create SuperOffice contacts from new JotForm submissions
Having trouble keeping up with your submissions on JotForm? Don't waste time or insert the possibility of errors just because you're managing them manually. Activate this JotForm SuperOffice integration, and let Zapier sort them out for you: every new submission you get via JotForm will automatically result in a new contact in SuperOffice CRM, all you need to think about is how to follow up on those new leads.
Add new Facebook Lead Ad leads from as new contacts in SuperOffice
Are you manually uploading Facebook leads into SuperOffice CRM? Let Zapier do the heavy lifting for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in SuperOffice for you, allowing you to follow-up leads faster and more efficiently.
Create contacts in SuperOffice for new Eventbrite attendees
It's easy to lose track of some data during the rush of event planning. Don't let manual bottlenecks cost you future business—keep track of every single Eventbrite attendee by letting this Eventbrite to SuperOffice CRM integration watch for them. While it's active, every new attendee on Eventbrite will also add a new contact in SuperOffice CRM, capturing information so the relationship can continue far past the event.
Add new SuperOffice contacts as Autopilot contacts
If your marketing team use Autopilot in their marketing processes, you avoid information silos with the rest of your teams by connecting Autopilot and SuperOffice CRM. Using this zap lets every new contact you tag with the chosen term on SuperOffice to be sent to Autopilot. This way you ensure that your marketing outreach is always supplied with the very latest customer data.
Create SuperOffice CRM appoints for new Facebook Pages posts to your timeline
Make sure that all Facebook mentions about your company are followed up on with this integration. When a customer or prospect makes contact you want to respond to them as quickly as possible. If a new message is created in your company Facebook page, then a new appointment is set up automatically in SuperOffice CRM - ensuring you have set aside time to deal with the query as soon as possible.
Create new AWeber subscribers based on new SuperOffice CRM contacts
Continue to engage your contacts throughout their journey by sending them relevant email content. You can slowly do this by hand or use this Zapier integration to automate the process for you in seconds. Once automated, contacts will flow from SuperOffice CRM to AWeber with ease.
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Launched on Zapier February 4, 2019
Zapier combines Triggers (like "New Project") and Actions (like "Create Request") 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 project is created.
Triggers when a new contact is created.
Triggers when a new sale is created.
Triggers when a sale is updated.
Triggers when an existing contact is changed.
Triggers when an existing document is changed.
Triggers when a new appointment is created.
Triggers when a new document is created.
Triggers when a new company is created.
Triggers when an existing project is modified in SuperOffice.
Triggers when a new project member is added to a project.
Triggers when an existing company is changed.
Creates a new request/ticket.
Creates a new sale.
Creates a new message for an existing request/ticket.
Creates a new contact.
Creates a new appointment.
Creates a new document.
Creates a new project.
Remove a project member.
Update an existing document content.
Creates a new project member.
Creates a new company.
Finds a company based on id, name, number, phone, e-mail, or URL.
Finds a sale by id, title, or number.
Finds a contact based on id, e-mail, phone number, URL, or number.
Finds a request/ticket by id, title, author, or contact.
Finds a project based on id, name, or number.