Zapier Quicklinks

Trey Gibson

• Updated October 16, 2020 21:50

Zapier Quicklinks

 

GoogleDrive

• New/Updated Lead in Specific Stage in SPOTIO → New Row in Google Sheets
• Photo or Document Added to SPOTIO Lead → Upload File to Google Drive

 

Messaging

 

• SPOTIO Appointment Created → Send Appointment Text
• Specific Visit Result Created → Notify Slack Channel

 

HubSpot

 

• SPOTIO to HubSpot

• Lead Won in SPOTIO → Find/Create Contact in HubSpot → Create New Deal in HubSpot
• Lead Created in SPOTIO (Any Stage) → Find/Create Contact
• Lead Created in SPOTIO (Specific Stage) → Find/Create Contact
• Updated SPOTIO Lead (Specific Stage) → Find/Create Deal and Contact in HS and Associate to Eachother

• HubSpot to SPOTIO

• New Contact Created/Updated in HubSpot → Find or Create New Lead in SPOTIO

 

PipeDrive

 

• SPOTIO to PipeDrive

• New SPOTIO Lead (Specific Stage) → Find or Create New Contact in Pipedrive
• Lead Updated in SPOTIO → Update Person in Pipedrive
• Lead Stage Changed (Specific Stage) → Create New Deal (with Associated Person)
• Appointment Created in SPOTIO → Associate Activity in PipeDrive to Person

 

Salesforce

• SPOTIO to Salesforce

• New Lead Created in SPOTIO → Find or Create New Lead in SFDC
• Lead Updated to Won → Create Account/Contact/Opp in SFDC
• Lead Updated Visit Result  → Create Account/Contact/Opp in SFDC
• Activity Added in SPOTIO → Create Contact in SFDC (Filtered)