All Collections
Integrations
Working with the Zapier Integration
Update Person records with related Company data
Capture Wufoo form submissions to create a Person or Lead
Passing through Value of an Opportunity to the Company
Adding a Person record via business card scanner
Create a custom webhook to relate a Person to an Opportunity
Create an activity for Person record with conversations in Intercom
Update an Opportunity by ID using a webhook
Create a custom webhook to get Person info by ID
Capture Google Form submissions to create a Person or Lead
How to format a date in Zapier
How to look up dropdowns and checkboxes in Zapier
Auto-create an invoice and a contact in Xero when an Opportunity moves into certain stage
Send automated emails via Zapier
Logging Zendesk tickets as activities
Pass Opportunity Metrics to a Company Record
Setting up Copper webhooks