Zapier integration For the CRM | Platform Features

Zapier integration For the CRM

complete

Wayne Connell

Can we have a zapier integration from the internal CRM to alert of new leads

February 20, 2019

Kevin Zicherman

marked this post as

complete

You can now send all Sales CRM Leads to any webhook endpoint like Zapier, to automatically track leads in your own CRM.

Kevin Zicherman

marked this post as

in progress

Kevin Zicherman

Merged in a post:

Sales CRM Integrations

Kevin Zicherman

Adding Webhook/Zapier integration to the Sales CRM

October 18, 2019

Samuel Gachui

yes

Kevin Zicherman

Scope - allow any leads who complete your sales CRM widget signup form to be added to any 3rd party system

Kevin Zicherman

Merged in a post:

Automations on Sales CRM

Pedro Izquierdo

The ability to setup email automation when generate a lead from previews. Usually those previews are used by prospect clients so when they try the preview, one can send an email automatically with the info of the social wifi.

August 29, 2018