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How Zapier works
Zapier makes it easy to integrate Calldrip with Keep In Touch - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Drip" from Calldrip.
Add your action
An action happens after the trigger—such as "Add Deal" in Keep In Touch.
You’re connected!
Zapier seamlessly connects Calldrip and Keep In Touch, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Drip
Triggers after a new lead is generated.
Try ItTriggerInstant - Source
- Category2
- Category
Try ItTriggerPolling- Deal TypeRequired
- Deal StageRequired
- Deal StatusRequired
- Deal Name
- Probability
- Amount
- Commission
- Open Date
- Expected Close Date
- Actual Close Date
- Next Step
- Note
- Primary Contact ID
ActionWrite- Contact IDRequired
ActionWrite
- First NameRequired
- Phone numberRequired
- Source IDRequired
- Last name
- E-mail
- Notes
- Whisper
ActionWrite- Team Member ID
- Deal Name
- Deal Type
- Deal Stage
- Deal Status
- Probability
- Amount
- Commission
- Opened Date
- Expected Close Date
- Actual Closed Date
- Note
- Primary Contact ID
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- Other Firstname
- Other Lastname
- Company
- Address
- City
- State
- Postalcode
- Phone1
- Fax
- E-mail
- Custom1
- Memo
- Category
- Source
- Category2
- Custom2
- Custom3
- Custom4
- Custom5
- Custom6
- Custom7
- Custom8
- Custom9
- Custom10
- Custom11
- Custom12
- Custom13
- Custom14
- Custom15
- Custom16
- Custom17
- Custom18
- Custom19
- Custom20
ActionWrite- E-mail
ActionWrite
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