Updates to Our Simplero Integration: New Triggers and Actions to Support Tags

Kim Kadiyala
Kim Kadiyala / October 24, 2017

Tagging your contacts is a helpful way to organize leads and prioritize your work. With the latest update to the Zapier-Simplero integration, you can supercharge your contact management with automation. Kick off Zaps when you add or remove tags to a contact, plus, update existing tags using data from your other tools. For example, automatically remove a 'lead' tag when a deal is closed in your CRM pipeline.

What's New with the Simplero + Zapier Integration

New Triggers

  • Tag Added to Contact: Triggers when a tag is added to a contact.
  • Tag Removed from Contact: Triggers when a tag is removed from a contact.

New Actions

  • Tag Existing Contact: Adds a tag to an existing contact.
  • Remove Tag from Contact: Removes a tag from a contact.

How to Automate Simplero with Zapier

  1. Make sure you have a Zapier account and a Simplero account

  2. Try some pre-made Simplero integrations and learn more about how Simplero works with Zapier

  3. Check out our Simplero help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Simplero and Zapier