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
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
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