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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead (For Team Account)" from B-in-Touch.

Add your action

An action happens after the trigger—such as "Search for Deals" in CB Insights.

You’re connected!

Zapier seamlessly connects B-in-Touch and CB Insights, automating your workflow.

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.

New Lead (For Team Account)
Triggers when any member of your team collects a new lead.
Trigger
Polling
Try It
- Organization ID
  Required
- Limit
Trigger
Polling
Try It
- Organization IDs
- Organization name
- Organization URL
- Keyword
- Minimum last funding date
- Maximum last funding date
- Last Funding Round Categories
- Organization Status
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Country IDs
- Region IDs
- State IDs
- City IDs
Trigger
Polling
Try It
- The exact name of an organization to query.
- The URL of an organization to query.
Action
Search

New Lead (For Your Account)
Trigger when you collect a new lead
Trigger
Polling
Try It
- Organization IDs
- Funding Round Category IDs
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Region IDs
- Country IDs
- State IDs
- City IDs
- Investor Organization IDs
- Minimum Deal Date
- Maximum Deal Date
- Limit
Trigger
Polling
Try It
- The organization id of the deal to fetch.
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect B-in-Touch and CB Insights to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your B-in-Touch to CB Insights integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About B-in-Touch

B-in-Touch is a Digital Business cards Platform for Enterprises and Teams.

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Related categories

Sales & CRM

About CB Insights

The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.