CRM
Look up customers and keep records up to date.
Add ActiveCampaign Note to Contact
ActiveCampaign · CRM
Adds a note to a contact in ActiveCampaign.
UnverifiedAdd ActiveCampaign Tag to Contact
ActiveCampaign · CRM
Applies a tag to a contact in ActiveCampaign by email address.
UnverifiedAdd Copper Note to Person
Copper · CRM
Logs a note against a person in Copper.
UnverifiedAdd Dynamics 365 Note to Contact
Microsoft Dynamics 365 · CRM
Adds a note to a contact in Dynamics 365.
UnverifiedAdd Freshworks CRM Note to Contact
Freshworks CRM · CRM
Adds a note to a contact in Freshworks CRM.
UnverifiedAdd HighLevel Note to Contact
HighLevel · CRM
Adds a note to a contact in HighLevel.
UnverifiedAdd HighLevel Tag to Contact
HighLevel · CRM
Adds a tag to a contact in HighLevel.
UnverifiedAdd Keap Note to Contact
Keap · CRM
Adds a note to a contact in Keap.
UnverifiedAdd Note to HubSpot Contact
HubSpot · CRM
Logs a note on a contact's timeline.
UnverifiedAdd Pipedrive Note to Person
Pipedrive · CRM
Adds a note to a person in Pipedrive.
UnverifiedAdd Zoho CRM Note
Zoho CRM · CRM
Adds a note to a lead or contact in Zoho CRM.
UnverifiedApply Keap Tag to Contact
Keap · CRM
Applies an existing tag to a contact in Keap.
UnverifiedCreate ActiveCampaign Deal
ActiveCampaign · CRM
Opens a new deal in ActiveCampaign linked to a contact.
UnverifiedCreate Copper Lead
Copper · CRM
Adds a new lead to Copper.
UnverifiedCreate Copper Opportunity
Copper · CRM
Opens a new opportunity in Copper linked to a person.
UnverifiedCreate Copper Person
Copper · CRM
Adds a new person to Copper.
UnverifiedCreate Copper Task for Person
Copper · CRM
Creates a follow-up task linked to a person in Copper.
UnverifiedCreate Dynamics 365 Case
Microsoft Dynamics 365 · CRM
Logs a new support case for a contact in Dynamics 365.
UnverifiedCreate Dynamics 365 Contact
Microsoft Dynamics 365 · CRM
Adds a new contact to Dynamics 365.
UnverifiedCreate Dynamics 365 Lead
Microsoft Dynamics 365 · CRM
Adds a new lead to Dynamics 365 Sales.
UnverifiedCreate Dynamics 365 Task for Contact
Microsoft Dynamics 365 · CRM
Creates a follow-up task regarding a contact in Dynamics 365.
UnverifiedCreate Freshworks CRM Contact
Freshworks CRM · CRM
Adds a new contact to Freshworks CRM.
UnverifiedCreate Freshworks CRM Deal
Freshworks CRM · CRM
Opens a new deal in Freshworks CRM linked to a contact.
UnverifiedCreate Freshworks CRM Task for Contact
Freshworks CRM · CRM
Creates a follow-up task for a contact in Freshworks CRM.
UnverifiedCreate HighLevel Contact
HighLevel · CRM
Adds a new contact to HighLevel.
UnverifiedCreate HighLevel Opportunity
HighLevel · CRM
Opens a new opportunity in a HighLevel pipeline for a contact.
UnverifiedCreate HighLevel Task for Contact
HighLevel · CRM
Creates a follow-up task for a contact in HighLevel.
UnverifiedCreate HubSpot Contact
HubSpot · CRM
Adds a new contact to HubSpot CRM.
UnverifiedCreate HubSpot Deal
HubSpot · CRM
Creates a deal linked to a contact.
UnverifiedCreate Keap Contact
Keap · CRM
Adds a new contact to Keap, or updates the existing one with the same email.
UnverifiedCreate Keap Task for Contact
Keap · CRM
Creates a follow-up task for a contact in Keap.
UnverifiedCreate or Update ActiveCampaign Contact
ActiveCampaign · CRM
Adds a contact to ActiveCampaign, or updates them if the email already exists.
UnverifiedCreate Pipedrive Activity
Pipedrive · CRM
Schedules a call-back or task in Pipedrive linked to a person.
UnverifiedCreate Pipedrive Deal
Pipedrive · CRM
Opens a new deal in Pipedrive linked to a person.
UnverifiedCreate Pipedrive Person
Pipedrive · CRM
Adds a new person to Pipedrive with an email address and phone number.
UnverifiedCreate Salesforce Case
Salesforce · CRM
Logs a new case in Salesforce.
UnverifiedCreate Salesforce Lead
Salesforce · CRM
Logs a new sales lead.
UnverifiedCreate Zoho CRM Contact
Zoho CRM · CRM
Adds a new contact to Zoho CRM.
UnverifiedCreate Zoho CRM Lead
Zoho CRM · CRM
Adds a new lead to Zoho CRM.
UnverifiedFind ActiveCampaign Contact by Email
ActiveCampaign · CRM
Looks up a contact in ActiveCampaign by exact email address.
UnverifiedFind Copper Person by Email
Copper · CRM
Looks up a person in Copper by exact email address.
UnverifiedFind Dynamics 365 Contact by Email
Microsoft Dynamics 365 · CRM
Looks up a contact in Dynamics 365 by email address.
UnverifiedFind Freshworks CRM Contact by Email
Freshworks CRM · CRM
Looks up a contact in Freshworks CRM by email address.
UnverifiedFind HighLevel Contact by Email
HighLevel · CRM
Looks up a contact in HighLevel by email address.
UnverifiedFind HubSpot Contact
HubSpot · CRM
Finds a contact by email address.
UnverifiedFind Keap Contact by Email
Keap · CRM
Looks up a contact in Keap by email address.
UnverifiedFind Pipedrive Person by Email
Pipedrive · CRM
Looks up a person in Pipedrive by exact email address.
UnverifiedFind Salesforce Contact
Salesforce · CRM
Finds a contact by email address with a SOQL query.
UnverifiedFind Zoho CRM Contact by Email
Zoho CRM · CRM
Looks up a contact in Zoho CRM by email address.
UnverifiedFind Zoho CRM Lead by Email
Zoho CRM · CRM
Looks up a lead in Zoho CRM by email address.
UnverifiedGet Dynamics 365 Case Status
Microsoft Dynamics 365 · CRM
Checks the status of a Dynamics 365 case by its case number.
UnverifiedUpdate Dynamics 365 Contact Phone
Microsoft Dynamics 365 · CRM
Changes the phone number on a Dynamics 365 contact.
UnverifiedUpdate Freshworks CRM Contact Phone
Freshworks CRM · CRM
Changes the mobile number on a Freshworks CRM contact.
UnverifiedUpdate HighLevel Contact Phone
HighLevel · CRM
Changes the phone number on a HighLevel contact.
UnverifiedUpdate HubSpot Contact Phone
HubSpot · CRM
Changes the phone number on an existing contact, found by email.
UnverifiedUpdate HubSpot Contact Property
HubSpot · CRM
Sets one fixed property on a contact, found by email.
UnverifiedUpdate Zoho CRM Contact Phone
Zoho CRM · CRM
Changes the phone number on a Zoho CRM contact.
Unverified