Zengine Integrations

Zengine is a great place to track events related to other items, like projects or customers. But on a day to day basis, you're more likely to check your calendar for upcoming events. With this integration, easily send new Zengine events over to Google Calendar automatically.

Note: This Zapier integration doesn't import previously entered events into Google Calendar, only new events after you've set it up.

How It Works

1. Someone adds an event to a Zengine workspace you have access to
2. Zapier adds that event to your Google Calendar

What You Need

• Zengine account
• Google account

Wufoo is a great way to collect data from external users, but doesn't give you a great way to track, organize, and manage any business processes that occur after the information is submitted. This integration automatically sends new Wufoo entries to Zengine so that your team can work collaboratively with the data.

How It Works

1. Someone submits an entry to a Wufoo form
2. Zapier creates a new record in Zengine based on this entry

What You Need

• Zengine account
• Wufoo account

This integration provides an easy way to create personalized documents - such as contracts, invoices, and letters - based on data you store in Zengine.

How It Works

1. A new record is created in Zengine
2. Zapier automatically creates a new document in WebMerge
   

What You Need

• Zengine account
• WebMerge account with a Documents Template

Track your InfusionSoft leads beyond the prospecting phase by sending them to Zengine, where you will be able to track unlimited custom data and followups.

Note: This Zapier integration doesn't import previous contacts from InfusionSoft, only new ones that are submitted after you've set it up.

How It Works

1. A new contact is created in Infusionsoft
2. New contacts are added to Zengine as new records.

What You Need

• Zengine account
• InfusionSoft account

Use this Zengine Twilio integration to get alerts via SMS as soon as there is a new record added. You can also use this integration to send a confirmation SMS to the person who completed the form if one of the form fields is a phone number.

How It Works

1. A new record is submitted in Zengine
2. Zapier sends a SMS message via Twilio

What You Need

• Zengine account
• Twilio account

Tired of copying and pasting data into Quickbooks from your CRM? This integration sends new Zengine records to Quickbooks as new customers.

How It Works

1. A new record is created in Zengine
2. Zapier copies the contact data and use it to create a new customer in Quickbooks

What You Need

• Zengine account
• Quickbooks account

Rather than copying and pasting from an email into Zengine, Zapier will watch your Email Parser account for new messages. Whenever an email comes in, Zapier will copy the information and add it as a new record in a Zengine form. This is great for accepting resumes, new orders, support requests, and any other process that is kicked off by an email.

How It Works

1. An email is sent to the email parser
2. Zapier will parse the email and create a record in Zengine based on your field mappings ## What You Need

• Zapier email parser account
• Zengine account

Need to keep different task systems in tandem? Have Zapier automatically add a task to the Google Task list each time a task gets entered into Zengine.

How It Works

1. A new task is created in Zengine
2. Zapier creates the same task in Google Tasks

What You Need

• Zengine Account
• Google Account

Integrate your form with Zengine using this Zapier automation. Easily create new records in Zengine for every submission coming through on Cognito Forms. Capture and store your contacts in one go, without any manual work!

How It Works

1. A new entry is made on Cognito Forms
2. Zapier saves the entry as a record in Zengine

What You Need

• Cognito Forms account
• Zengine account

Keep tabs on email communications between your team/s and clients. This Zapier automation will create new Zengine records every time an email is created in Gmail. Easily refer to your email communications from Zengine, and avoid the frustration of scouring inboxes.

How It Works

1. A new email is received in Gmail (optionally in a specific inbox or label)
2. Zapier saves relevant details on a record in Zengine

What You Need

• Gmail account
• Zengine account

Build a database of Zengine records in MySQL without any copying and pasting. This Zapier automation will add new Zengine records as new rows on MySQL. Instantaneously manage your Zengine data from MySQL, or use Zapier to automatically backup everything from Zengine.

How It Works

1. A new record is created in Zengine
2. Zapier adds the record as a row on MySQL

What You Need

• Zengine account
• MySQL account

Trigger SMS communications every time a new record is added in Zengine. Whether you're welcoming the new contact, or notifying other recipients, use this Zapier automation to make this touch point a breeze. When a new record is added in Zengine, an SMS will be sent to specified recipients so they'll be notified as soon as new data is added.

How It Works

1. A new record is added in Zengine
2. Zapier sends a SMS

What You Need

• Zengine account
• Zapier account

Let customers and prospects contact you with a Zengine form on your website, then continue the conversation in HelpScout.

How It Works

1. Add a Zengine webform to your page to allow your users to contact you.
2. Every time someone submits the webform, a new Zengine record will be created and sent to HelpScout. From there your team can keep the conversation going with the customer.

What You Need

• Zengine account, with a form configured to accept an email address and message from the user.
• HelpScout account

Looking for a way to automatically populate documents (quotes, contracts, reports, etc) with data from Zengine workspaces? Add this Zengine-WebMerge integration and Zapier will automatically send data from records in Zengine to WebMerge to populate invoices, proposals, and more.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Zengine-WebMerge integration works

1. A record is updated in Zengine
2. Zapier sends data over to a WebMerge document

Apps involved

• Zengine
• WebMerge

Zengine is a great place to capture new contacts via a webform, or track other contacts you do business with. But often you want to communicate with those contacts. The Zengine - MailChimp integration makes it easy to keep your email list up to date.

*Note: This Zapier integration doesn't import existing contacts, only new contacts added after you've set up the integration.

How It Works

1. A new contact is added to Zengine as a record, either by a Zengine user or via webform
2. Zapier adds that person to a MailChimp list

What You Need

• Zengine account, with a form that collects email addresses
• MailChimp account