Zapier Connect for WP-CRM System provides users of WP-CRM System the ability to connect their data with over 750 other apps.
What is Zapier?
Zapier is an online automation tool that connects over 750 different apps together. You can connect apps to automate repetitive tasks without needing to learn how to code, or rely on developers to build the connection between the apps. It's easy enough to use so that anyone can build their own workflows with just a few clicks. With Zapier, CRM processes can be more integrated and streamlined to work for you.
What Can I Do With Zapier Connect for WP-CRM System?
You can set the Zapier Connect extension to send data from WP-CRM System to Zapier anytime a record in WP-CRM System is updated or deleted. Or create and update records in WP-CRM System based on data from another app.
That's the short version.
The longer version is that you can create a Zap, what Zapier calls their workflows, that will send data out to Zapier any time you update or delete a record in WP-CRM System. Or you can create or update records in WP-CRM System any time another app sends data to your site through Zapier.
Creating a Zapier CRM connection allows you to do all sorts of things with your WP-CRM System data.
Sample Use Cases
Do you want to get a notification any time a record is updated? Connect to Pushover, Twilio, Slack, Hipchat or Gmail and you can instantly be notified whenever there is an update.
Want to add a Google Calendar entry any time a Project or Task gets updated? Zapier Connect puts this power in your hands!
The best part is all of these things can happen automatically once the Zaps are set up. You won't need to spend time manually creating any of these entries.
Quickly add new contacts to QuickBooks, Xero, FreshBooks, or over 20 other accounting apps.
Update your mailing list in MailChimp, AWeber, Constant Contact, and others.
Create a drip email campaign in ActiveCampaign, ConvertKit, Drip, and others to keep your contacts engaged.
Add projects and tasks to your team's Trello board to keep all of your activities in sync.
Many Ways to Work
We can't possibly list all the ways that you can integrate WP-CRM System with Zapier, because Zapier is constantly adding new apps to work with. As Zapier grows and adds new features, so will your automation workflow with WP-CRM System's Zapier Connect extension.