Connect CB Insights and Email by Zapier to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate CB Insights with Email by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Business Relationships" from CB Insights.
Add your action
An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects CB Insights and Email by Zapier, 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.
- Organization IDRequired
- Limit
Try ItTriggerPolling- 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
Try ItTriggerPolling- The exact name of an organization to query.
- The URL of an organization to query.
ActionSearch- Setup Directions
Try ItTriggerInstant
- 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
Try ItTriggerPolling- The organization id of the deal to fetch.Required
ActionSearch- New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite
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Connect CB Insights and Email by Zapier 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
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