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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Added" from Toolsey.

Add your action

An action happens after the trigger—such as "Create Appointment" in Hibu Assistant Connect.

You’re connected!

Zapier seamlessly connects Toolsey and Hibu Assistant Connect, 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.

Lead Added
Triggers when a lead is created.
Trigger
Instant
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Lead Updated
Triggers when lead updated on the site.
Trigger
Instant
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- Lead ID
  Required
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- ID
  Required
- Label
  Required
- Workflow Stage
  Required
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write

- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Phone Number
- Timestamp
  Required
- Duration in Minutes
- Duration in Seconds
- Type
  Required
Action
Write

Lead Removed
Triggers when lead removed on the site.
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Email
- Primary Phone
- Address
- Alternative Address
- City
- State/Province
- Postal Code
- Comments
- Appointment Date
- Adjuster Date
- Appointment Time
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Timestamp
  Required
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email
- Timestamp
  Required
- Subject
- Type
  Required
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- ID
  Required
- Label
  Required
- Start Timestamp
  Required
- End Timestamp
  Required
- Workflow Stage
  Required
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- Location
  Required
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Amount in Dollars
- Amount in Cents
- Timestamp
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Toolsey and Hibu Assistant Connect to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Toolsey to Hibu Assistant Connect integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Toolsey

Toolsey Lead Management platform automates and organizes your sales lead workflow.

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Related categories

CRM (Customer Relationship Management)

About Hibu Assistant Connect

Hibu Assistant Connect allows clients to connect 3rd party lists to their Hibu suite of products