Free

Categories
More Info

Published

27.09.2018

Markets

Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom

Languages

English

Zapier Integration

Power your workflows with automation between SuperOffice CRM and over 1000 other web apps.

About this app

Automate your workflows and reduce your task list by connecting SuperOffice CRM with your other web applications. The Zapier integration app for SuperOffice CRM will let you connect your CRM with over 1000 other applications, allowing them to work together on repetitive tasks so you can focus on the more important stuff.

Zapier works by pushing data between your applications through a trigger and action process called a zap. You select a “trigger”,  an event in one application, which will instigate a chosen event, or “action”, in another application. The process works through an “if this then that” methodology. Zapier then monitors your application for the trigger event and kick-starts the selected action whenever it takes place. A zap can consist of one single action or a series of actions.

For example, if you use Slack, you can set up a zap that will notify your Slack channels every time a sale is closed in SuperOffice CRM, or automatically send a feedback survey through Survey Monkey, every time a sale is lost in SuperOffice CRM. Or for the more Zap-friendly among you, make a zap that will create a new contact in SuperOffice CRM, send a welcome email via SuperOffice CRM, and notify the relevant sales person on Slack when a lead is received from Facebook.

You can also set up zaps to include Search and Filters so that actions are only triggered when certain conditions are met. For example, before you create a new company contact in SuperOffice CRM as a result of a trigger, the zap can search to see if the company already exists in SuperOffice CRM, and if so, filter the action so you avoid creating a duplicate company entry in SuperOffice CRM.

The Zapier Integration app for SuperOffice CRM opens up endless possibilities for you to connect data between your favorite business applications. Get inspired with more ideas and advice on the Zapier blog.

Key features

A Zap workflow consists of a trigger followed by one or several actions.

The following events can be selected as **“Triggers”**from SuperOffice CRM to kick-off an action:

  • New company, contact, sale, appointment, document, project, and project member.
  • Updated company, contact, sale, document, and project.

The following events can be selected as “Actions” inside SuperOffice CRM:

  • Create company, contact, document, sale, appointment, request, request message, request message attachment, project, project member, remove project member, update request, and update document content.

The following search options can be used as "Actions" as part of your workflow:

  • Find company, contact, sale, request, and project.

*Note: In addition to creating a zap from scratch using the triggers and actions above,you may choose to use a pre-made one.*****Let these Zap templates inspire you, amend them to fit you, or use them as they are.

Price information

The app is being provided free of charge; limitations could apply.

Note: Setting up zaps require in principle very little technical know-how and there is plenty of documentation to assist you. It is always, however, recommended to have a good knowledge of the data and the structure of the data that you want to connect with a zap. If you do not have this in-house, you may use any of our technical consultants or someone from our many SuperOffice partners with this knowledge. Such consultancy help is invoiced separately.

CONSULTANCY SERVICES (OPTIONAL)
Consultancy services are available for product training and configuration. Contact the vendor or your SuperOffice CRM partner.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • An active Zapier account (free for basic functionality).

Getting started

  1. Log in to your Zapier account or create a new account.
  2. Click Create a Zap.
  3. Search for SuperOffice CRM.
  4. Select a SuperOffice action.
  5. Login with your SuperOffice credentials.
  6. Connect SuperOffice to one of the other 5.000+ apps.

Note: Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup. Need inspiration? See everything that's possible withSuperOffice CRM and Zapier.


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