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Zapier Quicklinks

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Trey Gibson
October 16, 2020 21:49

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)
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