ClientPoint Integrations

Name: Zapier
Availability: InStock

Do more with ClientPoint integrations

Zapier lets you connect ClientPoint with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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HubSpot

Marketing Automation

Pipeline CRM

CRM (Customer Relationship Management)

Gmail

Email, Google

Airtable

Databases

Salesforce

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

monday.com

Project Management

ActiveCampaign

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Pipeline CRM

CRM (Customer Relationship Management)

Gmail

Email, Google

Airtable

Databases

Salesforce

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

HubSpot

Marketing Automation

Pipeline CRM

CRM (Customer Relationship Management)

Gmail

Email, Google

Airtable

Databases

Salesforce

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

monday.com

Project Management

ActiveCampaign

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate ClientPoint integrations with Zapier's templates

Create ClientPoints for new items on monday.com boards
Details
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monday.com + ClientPoint
Create ClientPoints for new contacts in Salesforce
Premium
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Salesforce + ClientPoint
Create ClientPoints in ClientPoint from new records in Zapier Tables
Details
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Zapier Tables + ClientPoint

Create ClientPoints for new items on monday.com boards

Details

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monday.com + ClientPoint

Create ClientPoints for new contacts in Salesforce

Details

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Salesforce + ClientPoint

Create ClientPoints in ClientPoint from new records in Zapier Tables

Details

Try it

Zapier Tables + ClientPoint

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.

Clientpoint Signed
Triggers when a ClientPoint is signed.
Trigger
Instant
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ClientPoint Updated
Triggers when a Clientpoint is Updated.
Trigger
Instant
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- ClientPoint ID
  Required
Action
Write
- Name
  Required
- Revenue
  Required
- Assigned to email
  Required
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
- Host User
Action
Write
- ClientPoint ID
  Required
- Name
  Required
- Revenue
  Required
- Assigned to email
  Required
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
Action
Write

ClientPoint Created
Triggers when a new Clientpoint is Created.
Trigger
Instant
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- Proposal ID
  Required
- Link
  Required
- File Name
  Required
- Link type
  Required
Action
Write
- ClientPoint ID
  Required
- Comment Text
  Required
- Select Type
  Required
- Email
  Required
Action
Write
- ClientPoint ID
  Required
- File ID
  Required
- JSON Data (Merge fields)
Action
Write
- ClientPoint ID
  Required
- File name
  Required
- Select a file
  Required
- Enable esign in upload file.
  Required
- File Type.
  Required
Action
Write

ClientPoint Help & Support

Common questions

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Manage Your App Connections

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What Should I Do in Zapier If I Change an App Account Password

About ClientPoint

ClientPoint is a platform that helps you easily manage business relationship workspaces for each of your prospects, customers and partners.

HelpHelp

Related categories

CRM (Customer Relationship Management)

ClientPoint Integrations

Do more with ClientPoint integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate ClientPoint integrations with Zapier's templates

Create ClientPoints for new items on monday.com boards

Create ClientPoints for new contacts in Salesforce

Create ClientPoints in ClientPoint from new records in Zapier Tables

Create ClientPoints for new items on monday.com boards

Create ClientPoints for new contacts in Salesforce

Create ClientPoints in ClientPoint from new records in Zapier Tables

Supported triggers and actions

ClientPoint Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular ClientPoint Integrations

Popular ClientPoint Integrations

ClientPoint Integrations

Do more with ClientPoint integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create ClientPoints for new items on monday.com boards

Create ClientPoints for new contacts in Salesforce

Create ClientPoints in ClientPoint from new records in Zapier Tables

Create ClientPoints for new items on monday.com boards

Create ClientPoints for new contacts in Salesforce

Create ClientPoints in ClientPoint from new records in Zapier Tables

ClientPoint Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular ClientPoint Integrations

Popular ClientPoint Integrations

Connect Your App Accounts to Zapier