Workflow Automation Integrations
CRM.io is a tool with comprehensive Contacts and Accounts Management, Pipeline Management, Sales Analytics, and powerful Sales Automation.
Sign Up FREE for 10 usersCapture, nurture, and measure the likelihood of your leads becoming potential buyers. Ensure proper follow-up to guide them through the sales pipeline towards conversion.
ZapUp automates your work by merging Triggers (like “New Contact”) and Actions (like “Create a Contact”) to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with CRM.io helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.
New contact
Triggers an update on any new contact is added
New next action
Triggers when new action is recorded
New won deal
Triggers an update on any new deal is recorded
Contact updated
Triggers an update on any new contact is added
Updates new contact entry
Creates a new note
Updates the contact information
Update the note
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