SuperSaaS + Revamp CRM Integrations
How to connect SuperSaaS + Revamp CRM
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Change AppointmentTriggers on a new, changed or deleted appointment.Trigger- Change UserTriggers on a new, changed or deleted user.Trigger
- New AppointmentTriggers when a new appointment is created.Trigger
- New FormTriggers when a stand-alone form is submitted.Trigger
- New UserTriggers when a user creates a new user login.Trigger
- Credit PurchaseTriggers when a user buys something in your shop.Trigger
- Reminder or Follow UpTriggers on a reminder or a follow up.Trigger
- Send MailTriggers on email. Switches off regular sending.Trigger
- Revamp CRM
Triggers when matching people with this criteria.
Scheduled
Trigger
- Revamp CRM
Triggers when matching deals with this criteria.
Scheduled
Trigger
- Revamp CRM
Triggers when a new customer is created.
Scheduled
Trigger
- Revamp CRM
Triggers when a new deal is created.
Scheduled
Trigger
- Revamp CRM
Triggers when a new task is created.
Scheduled
Trigger
- Revamp CRM
Triggers when matching organizations with this criteria.
Scheduled
Trigger
- Revamp CRM
Triggers when matching tasks with this criteria.
Scheduled
Trigger
- Revamp CRM
Creates a new person.
Scheduled
Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
How SuperSaaS + Revamp CRM Integrations Work
- Step 1: Authenticate SuperSaaS and Revamp CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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