Add more Zapier/Make/Pabbly options for automation triggers such as Survey/Worksheet Submitted, Call Booked/Cancelled, Course Completed.
Optimise and Grow Online
It would be ideal if we had some extra options for automating processes with other software via Zapier/Make/Pabbly such as Survey/Worksheet Submitted, Call Booked/Cancelled, Task/Deal actions, Course Completed.
Use case examples:
Discovery Call booked / contact form submitted -> add to external Sales/Project CRM
Event Cancelled -> update Sales CRM pipeline status
Form submitted -> send details to external CRM/PM software or google doc
Deal completed -> add to PM/Sales CRM software
Worksheet Submitted -> send to PM software for review/action
Course Completed -> send notification to PM software for completion gift to be sent
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Valerie Tate
Yes! Many more options are needed all around events, courses, contacts, etc.