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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 "Tracked Prospect" from G2 Crowd.

Add your action

An action happens after the trigger—such as "Send eGift" in Reachdesk.

You’re connected!

Zapier seamlessly connects G2 Crowd and Reachdesk, 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.

Tracked Prospect
Triggers when a visitor moves from your profile to a page tracked by Prospect Tracking, or vice versa.
Trigger
Instant
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New Lead
Triggers when a lead is generated on your product listing.
Trigger
Instant
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- Campaign ID
  Required
- Sender Email
  Required
- Sender Team
- Recipient's First Name
- Recipient's Last Name
- Recipient's Email
- Recipient's Company
- Recipient's Country
  Required
- Payment Currency
  Required
- Payment Wallet Type
  Required
- Review Process
  Required
Action
Write

New Visit Event
Triggers each time a researcher views your profile, your category, your sponsored content, or comparisons that feature your product.
Trigger
Polling
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New Review
Triggers when new review created.
Trigger
Instant
Try It
- Campaign ID
  Required
- Sender Email
  Required
- Sender Team
- Change Bundle Items
  Required
- Change Bundle Item Collections
  Required
- Recipient's First Name
- Recipient's Last Name
- Recipient's Email
- Recipient's Company
- Recipient's Phone Number
- Recipient's Street Address 1
- Recipient's Street Address 2
- Recipient's City
- Recipient's State
- Recipient's Postcode
- Recipient's Country
- Payment Currency
  Required
- Payment Wallet Type
  Required
- Confirm Address
- Review Process
  Required
Action
Write

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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 G2 Crowd and Reachdesk 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 G2 Crowd to Reachdesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About G2 Crowd

G2 Crowd is a business review platform, that makes business purchasing decisions transparent and easy.

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Related categories

Reviews

About Reachdesk

Reachdesk automates personalized direct mail and e-gifting.

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