Article Overview
Zapier allow users to connect apps and automate workflows. It's easy automation for busy people. Zapier enables customers to create and manage their own integrations through Zapier when our integration Marketplace does not meet their specific needs. Zapier's low-code interface provides a user-friendly option for less technical customers to build automations without requiring developer support.
A Zapier automation can help remove the process of double entry or importing/exporting data between your utilized software. With a Zapier automation, information entered into SalesRabbit has the potential to be pushed through to over 9,000+ app also integrated through Zapier. Data will be "zapped" instantaneously through your connected software from SalesRabbit (how quickly other software is updated is dependent on your Zapier subscription level).
Note: Access to create automations are only available to SalesRabbit+ Pro Plan accounts.
What It Does
- Set up Zaps to negate multiple data entries in different platforms.
- Streamline back-end work to give more time and effort to customers and creating leads.
- Reduces work overall for management and reps.
Fields Integrated
- First Name
- Last Name
- Address 1
- Address 2
- City
- State (Region)
- Country
- Postal Code
- Lead Owner Name
- Lead Owner Email
- Notes
Pre-Requisites
- Access to a Zapier account and subscription.
- SalesRabbit+ Pro Plan (requires access to webhooks).
Limitations
- Access to a Zapier account and subscription.
- SalesRabbit+ Pro Plan (requires access to webhooks).
Set up a Zapier Automation!
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