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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 "Add Deal" in Keep In Touch.

You’re connected!

Zapier seamlessly connects B-in-Touch and Keep In Touch, 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
- Source
- Category2
- Category
Trigger
Polling
Try It
- Deal Type
  Required
- Deal Stage
  Required
- Deal Status
  Required
- Deal Name
- Probability
- Amount
- Commission
- Open Date
- Expected Close Date
- Actual Close Date
- Next Step
- Note
- Primary Contact ID
Action
Write
- Contact ID
  Required
Action
Write
- Status
- Deal Type ID
- Add Date After
- Close Date After
- Closed Date Before
- Custom Fields
- Related Contacts
Action
Write

- Email
  Required
- Status
  Required
Action
Write
- Autoresponder
  Required
- Identify Method
  Required
- Identify Value
  Required
Action
Write

- Identify Method
  Required
- Identify Value
  Required
- Mode
  Required
- Flag
  Required
Action
Write

New Lead (For Your Account)
Trigger when you collect a new lead
Trigger
Polling
Try It
- Team Member ID
- Deal Name
- Deal Type
- Deal Stage
- Deal Status
- Probability
- Amount
- Commission
- Opened Date
- Expected Close Date
- Actual Closed Date
- Note
- Primary Contact ID
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Other Firstname
- Other Lastname
- Company
- Address
- City
- State
- Postalcode
- Phone1
- Fax
- Email
- Custom1
- Memo
- Category
- Source
- Category2
- Custom2
- Custom3
- Custom4
- Custom5
- Custom6
- Custom7
- Custom8
- Custom9
- Custom10
- Custom11
- Custom12
- Custom13
- Custom14
- Custom15
- Custom16
- Custom17
- Custom18
- Custom19
- Custom20
Action
Write
- Email
  Required
Action
Write
- Identify Method
  Required
- Identify Value
  Required
- Note
  Required
Action
Write
- Action Set ID
  Required
- Identify Method
  Required
- Identify Value
  Required
Action
Write
- Identify Method
  Required
- Identify Value
  Required
- First Name
- Last Name
- Other Firstname
- Other Lastname
- Company
- Address
- City
- State
- Postalcode
- Phone1
- Fax
- Email
- Memo
- Source
- Custom1
- Category2
- Custom2
- Custom3
- Custom4
- Custom5
- Custom6
- Custom7
- Custom8
- Custom9
- Custom10
- Custom11
- Custom12
- Custom13
- Custom14
- Custom16
- Custom17
- Custom18
- Custom19
- Custom20
- Custom15
Action
Write
- To Do Plan ID
  Required
- Identify Method
  Required
- Identify Value
  Required
Action
Write

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93%

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 Keep In Touch 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 Keep In Touch 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 Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.