Zapier+ (module+)

🟢 100% Integrated In CRM+ 🟢

(coming soon!)

✅ What is it?

Ultimate Zapier Automations. Our Zapier Module+ offers a complete connection service for CRM+ installations through our opensource CRM service with Zapier. It allows you to implement your own third party service connections (Zaps) by using the helpful tools of Zapier and choosing from the 7,000+ available apps (from easy and straightforward integrations, to complex webhooks, triggers etc.). The possibilities are really UNLIMITED.

Available Triggers

• New Lead (Triggers when a New Lead is added in CRM+ instance)

• New Invoice (Triggers when a New Invoice is created in CRM+ instance)

• New Client (Triggers when a New Client is added in CRM+ instance)

• New Ticket (Triggers when a New Ticket is created in CRM+ instance)

Available Actions

• Create Lead (Action to create a new Lead in CRM+ instance)

• Create Invoice (Action to create a new Invoice in CRM+ instance)

• Create Client (Action to create a new Client in CRM+ instance)

• Create Ticket (Action to create a new Ticket in CRM+ instance)

✅ 100% Integrated in...

CRM+

✅ Unlimited Integrations!

Empowers you to...

Automate Workflows:

Connect CRM+ opensource installations/instances with 7,000+ other apps available through Zapier.com, such as accounting software, project management platforms, or email marketing systems. Streamline your operations and eliminate manual data entry by automating data synchronization, creating new leads, updating contact details, and more.

Extend Functionality:

Enhance the capabilities of your CRM by integrating it with other applications. Leverage additional features, such as geolocation, SMS notifications, payment gateways, or any other service that your business relies on. Zapier plugin allows you to create a tailored CRM experience that perfectly fits your unique requirements.

Improve Efficiency:

Say goodbye to siloed systems and duplicate efforts. Zapier plugin enables seamless data flow between CRM+ and Zapier’s supported Apps, ensuring accurate and up-to-date information across all your integrated tools. This integration eliminates data inconsistencies, reduces manual errors, and boosts overall operational efficiency.

Foster Collaboration:

Connect CRM+ with all collaboration tools available through Zapier.com, such as project management or team communication platforms, to foster better collaboration within your organization. Share CRM data with relevant team members, sync task progress, and maintain a centralized hub for all your business operations.

Drive Business Growth:

By leveraging the power of the Zapier plugin, you can create a unified ecosystem of applications that work together harmoniously. This integration enables you to make data-driven decisions, deliver exceptional customer experiences, and drive business growth with increased productivity and streamlined processes.

CRM+

Built-in REST API:

Our plugin also inherits an optional REST API functionality, in order to allow you to create 100% custom, programmatic code snippets for your potential needs. Even if supporting custom code is outside the scope of the support umbrella, you can still create customized code on your own, based on its complete documentation that contains specific request/response/parameters.

REST API - CRM+

CRM+

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CRM+

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