ZAPIER CRM INTEGRATION

Automate Your Workflows
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Connect VipeCloud To Thousands Of Apps Through Zapier


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Zapier Is The Go-To For Workflow Integration

Zapier allows you to connect thousands of apps to each other, and VipeCloud has robust Zapier support. Whether you want to send information out of VipeCloud or bring information in, we likely have a trigger or action that will achieve your goal.

View VipeCloud On Zapier
Zapier CRM functionality
Zapier CRM functionality

Zapier Is The Go-To For Workflow Integration

Zapier allows you to connect thousands of apps to each other, and VipeCloud has robust Zapier support. Whether you want to send information out of VipeCloud or bring information in, we likely have a trigger or action that will achieve your goal.

View VipeCloud On Zapier
Zapier CRM triggers

Send Data With Triggers

VipeCloud has a single Contact Information trigger, however, it can be used in multiple ways:

Opportunity Stage Change - create workflows that send the contact information of an Opportunity's primary contact out to Zapier. Customers use this to initiate document digital signing, invoice creation, and to send postcards / physical mailers.

Series Step Completion - trigger the contact information to send to Zapier when a series step is completed. For example, after an email is sent, trigger a Zap to send out a document for digital signing.

Receive Data With Actions

VipeCloud supports a series of Actions to receive data from your Zaps including:

Create Contact - Create contacts in VipeCloud from other systems (and add them to a contact list). This is most commonly used with eCommerce systems and 3rd party form builders.

Log Activity - Log an activity for a contact, like a payment from your payment system, and create the contact if it doesn't exist. You can also cancel existing series if one is in progress.

Launch A Series - Launch a series to a contact based on a trigger from another system like an online ordering system.

Create Opportunity - Create and opportunity based on a trigger from another system, like a payment system. Add the opportunity to your Project Management pipeline.

Update Opportunity - Update opportunities based on a trigger from another system, based on a unique identifier for the opportunity.

Zapier CRM Actions
Zapier CRM Actions

Receive Data With Actions

VipeCloud supports a series of Actions to receive data from your Zaps including:

Create Contact - Create contacts in VipeCloud from other systems (and add them to a contact list). This is most commonly used with eCommerce systems and 3rd party form builders.

Log Activity - Log an activity for a contact, like a payment from your payment system, and create the contact if it doesn't exist. You can also cancel existing series if one is in progress.

Launch A Series - Launch a series to a contact based on a trigger from another system like an online ordering system.

Create Opportunity - Create and opportunity based on a trigger from another system, like a payment system. Add the opportunity to your Project Management pipeline.

Update Opportunity - Update opportunities based on a trigger from another system, based on a unique identifier for the opportunity.

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