The Customer Factor Integrations

Name: Zapier
Availability: InStock

Do more with The Customer Factor integrations

Zapier lets you connect The Customer Factor with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Sheets

Google, Spreadsheets

NiceJob

Marketing Automation

Mailchimp

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

ClickUp

Project Management

MailerLite

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

monday.com

Project Management

LeadConnector

Marketing Automation

Google Sheets

Google, Spreadsheets

NiceJob

Marketing Automation

Mailchimp

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

ClickUp

Project Management

MailerLite

Marketing Automation

Google Sheets

Google, Spreadsheets

NiceJob

Marketing Automation

Mailchimp

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

ClickUp

Project Management

MailerLite

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

monday.com

Project Management

LeadConnector

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate The Customer Factor integrations with Zapier's templates

Create or update contacts in Constant Contact for new customers in The Customer Factor
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The Customer Factor + Constant Contact
Add new The Customer Factor customers to your Google Ads contact list
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The Customer Factor + Google Ads
Create or update Mailchimp subscribers for new prospects in The Customer Factor
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The Customer Factor + Mailchimp
Create prospects in The Customer Factor from new Squarespace Forms form submissions
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Squarespace Forms + The Customer Factor
Create or update customers in The Customer Factor from new or updated persons in NiceJob
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NiceJob + The Customer Factor
Create prospects in The Customer Factor from new form entries in WPForms
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WPForms + The Customer Factor

Create or update contacts in Constant Contact for new customers in The Customer Factor

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The Customer Factor + Constant Contact

Add new The Customer Factor customers to your Google Ads contact list

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The Customer Factor + Google Ads

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Details

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The Customer Factor + Mailchimp

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Details

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Squarespace Forms + The Customer Factor

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Details

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NiceJob + The Customer Factor

Create prospects in The Customer Factor from new form entries in WPForms

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WPForms + The Customer Factor

Create Prospect in The Customer Factor for new lead form entries in Google Ads

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Google Ads + The Customer Factor

Add new The Customer Factor customers to NiceJob as persons

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The Customer Factor + NiceJob

Create prospects in The Customer Factor when new automation rules are triggered in Wix

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Wix + The Customer Factor

Create or update Mailchimp subscribers for new customers in The Customer Factor

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The Customer Factor + Mailchimp

Enroll contacts in NiceJob when new payments are made in The Customer Factor

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The Customer Factor + NiceJob

Add new The Customer Factor customers as SendJim contacts

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The Customer Factor + SendJim

Create Prospect in The Customer Factor for new lead form entries in Google Ads
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Google Ads + The Customer Factor
Add new The Customer Factor customers to NiceJob as persons
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The Customer Factor + NiceJob
Create prospects in The Customer Factor when new automation rules are triggered in Wix
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Wix + The Customer Factor
Create or update Mailchimp subscribers for new customers in The Customer Factor
Details
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The Customer Factor + Mailchimp
Enroll contacts in NiceJob when new payments are made in The Customer Factor
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The Customer Factor + NiceJob
Add new The Customer Factor customers as SendJim contacts
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The Customer Factor + SendJim

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source App Name
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source App Name
- Source Invoice Number
- Source Payment Reference
Action
Write

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
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New Customer
Triggers when a new customer is added to The Customer Factor.
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New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice Number
  Required
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source App Name
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

The Customer Factor Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn moreLearn moreHelpHelp

Related categories

Databases

The Customer Factor Integrations

Do more with The Customer Factor integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate The Customer Factor integrations with Zapier's templates

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new form entries in WPForms

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new form entries in WPForms

Create Prospect in The Customer Factor for new lead form entries in Google Ads

Add new The Customer Factor customers to NiceJob as persons

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Create or update Mailchimp subscribers for new customers in The Customer Factor

Enroll contacts in NiceJob when new payments are made in The Customer Factor

Add new The Customer Factor customers as SendJim contacts

Create Prospect in The Customer Factor for new lead form entries in Google Ads

Add new The Customer Factor customers to NiceJob as persons

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Create or update Mailchimp subscribers for new customers in The Customer Factor

Enroll contacts in NiceJob when new payments are made in The Customer Factor

Add new The Customer Factor customers as SendJim contacts

Supported triggers and actions

The Customer Factor Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular The Customer Factor Integrations

Popular The Customer Factor Integrations

The Customer Factor Integrations

Do more with The Customer Factor integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new form entries in WPForms

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new form entries in WPForms

Create Prospect in The Customer Factor for new lead form entries in Google Ads

Add new The Customer Factor customers to NiceJob as persons

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Create or update Mailchimp subscribers for new customers in The Customer Factor

Enroll contacts in NiceJob when new payments are made in The Customer Factor

Add new The Customer Factor customers as SendJim contacts

Create Prospect in The Customer Factor for new lead form entries in Google Ads

Add new The Customer Factor customers to NiceJob as persons

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Create or update Mailchimp subscribers for new customers in The Customer Factor

Enroll contacts in NiceJob when new payments are made in The Customer Factor

Add new The Customer Factor customers as SendJim contacts

The Customer Factor Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular The Customer Factor Integrations

Popular The Customer Factor Integrations

Connect Your App Accounts to Zapier