Official Zapier Partnership is Live!
SiteRight is excited to officially announce that we have integrated with Zapier!
SiteRight is excited to officially announce that we have integrated with Zapier!
(Oct. 12, Henderson, NV) SiteRight is excited to officially announce that we have integrated with Zapier!
SiteRight subscribers may now use the Official Zapier x SiteRight Zap to integrate with their dashboard for further automation.
A trigger is an action made within your SiteRight dashboard that sends data to Zapier which can then be used with any other app connected to your Zapier account.
The only available trigger right now is 'Pipeline Stage Changed'
Pipeline Stage Changed - The pipeline was updated for an opportunity
This means you can have the Zap trigger when an opportunity moves to a different stage in the pipeline.
For example, when an opportunity reaches the closed stage this would trigger the Zap allowing you to send a message to your Slack team or any other action in Zapier.
An action step is when your Zapier receives new data from a 3rd party Zap, allowing you to send that data into your SiteRight dashboard to create/ update contacts, opportunities & more.
Add/ Update Contact - Adds or updates an existing contact.
Add/ Update Opportunity - Adds or updates an existing opportunity.
Add Lead to Campaign - Adds a lead to an existing campaign.
Stop All Campaign's for Lead - Stops all campaigns for a lead.
Add Task - Adds a task to the account.