Tower CRM Integrations
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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.
- Deal Stage Changed
Triggers when a deal's stage is changed.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created.
Try ItTriggerPolling - TitleRequired
- Contact Email or ID
- Stage
- Amount
- Carrier / Vendor
- Category / Policy Type
- Reference / Policy Number
- Effective Date
- Expiration Date
- Is Policy
- Insured Name
- Update If Found
ActionWrite
- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - EmailRequired
- First Name
- Last Name
- Phone
- Status
- Source
ActionWrite- EmailRequired
- First Name
- Last Name
- Phone
- Status
- Source
ActionWrite
Tower CRM Help & Support
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