Create integrations between Windsor.ai and Slack to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Add CRM Touchpoints
Helps you to add offline touchpoints (sales calls, events, webinars) from your CRM to your customer journeys to understand the whole customer journey
- Date & TimeRequired
- Customer IDRequired
- SourceRequired
- MediumRequired
- Campaign
- Keyword / Term
- Add CRM Data
If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
- Date & Time
- Conversion NameRequired
- Conversion IDRequired
- Revenue
- Find CRM Data
This action will help you to find existing CRM data.
- Conversion IDRequired
- New Public Message Posted Anywhere
Triggers when a new message is posted to any public channel.
- Trigger for Bot Messages?
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- Update CRM Data
This action helps you to update existing CRM data
- Date & Time
- Conversion NameRequired
- Conversion IDRequired
- Revenue
- Upload Media Costs
Upload your media cost from any source to Windsor.ai
- DateRequired
- SourceRequired
- MediumRequired
- Campaign
- Ad Content
- Keyword / Term
- Type
- SpendRequired
- Impressions
- Clicks
- Find or Upload CRM Data
This action will help you to find existing CRM data.
- Conversion IDRequired
- Date & Time
- Conversion NameRequired
- Revenue
- New Channel
Triggers whenever a new #channel is created.
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