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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 "New List" from MarketingPlatform.

Add your action

An action happens after the trigger—such as "Create Appointment" in SuperOffice CRM.

You’re connected!

Zapier seamlessly connects MarketingPlatform and SuperOffice CRM, 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 List
Triggers when a new contact list is created.
Trigger
Polling
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New Campaign Sent
Triggers when a new campaign is sent.
Trigger
Polling
Try It
- Contact List
  Required
- Email Address
Action
Write
- Contact List
  Required
- Email Address
- Mobile
- Mobile Prefix
- Contact Fields
Action
Write
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It

Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It

Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
- Company trigger type
  Required
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document id
  Required
- Document
  Required
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

New Contact
Triggers when a new contact is added to the subscriber list.
Trigger
Polling
Try It
- Contact List
  Required
- Confirmed
- Add to Autoresponders
- Email Address
- Mobile
- Mobile Prefix
- Contact Fields
Action
Write
- Contact List
  Required
- Mobile
- Mobile Prefix
- Email Address
- Contact Field
  Required
- Contact Field Value
  Required
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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

Connect MarketingPlatform and SuperOffice CRM 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 MarketingPlatform to SuperOffice CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About MarketingPlatform

MarketingPlatform is a SaaS for marketing automation, designing campaigns, retrieving leads and powerful segmentation for targeted messages.

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Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.