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Jake ShanesyFebruary 20, 20181 min read

Rezora is now live with Zapier!

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Rezora is now live with Zapier! 

Are you currently using a CRM to manage your contacts outside of rezora? Have you ever wondered what it would be like to add a new contact in your CRM, and then have it appear in rezora? Now, with the help of Zapier, this is possible! 

You may be wondering, what is Zapier? Put simply, It’s the glue that allows different applications to work together more seamlessly. The interactions between different applications are called Zaps, and now you’re able to set up Zaps between rezora and your CRM. We’ve set up a few templates for Zaps to help get you started, but with the help of Zapier you are able to connect to any of the CRM’s that are available on their website.  For a more robust understanding, check out additional documentation here.  

Premade Zap templates are available for select CRMs.  All mentioned CRM’s are available for a two-way sync, with the exception of Zillow Tech Connect. Two different Zaps are needed to make a two-way sync possible – one for adding contacts from rezora to the CRM, and one for adding contacts to rezora from the CRM of your choice. New contacts will be synced every 15 minutes and some CRM integrations with Zapier occur even more quickly (every 5 minutes or even instantly)! 

CRMs with existing Zaps: 

  • Act! Essentials 
  • Act! Premium 
  • Contactually 
  • HubSpot 
  • Office 365 
  • Salesforce 
  • Follow Up Boss  
  • Insightly 
  • Realvolve 
  • Zillow Tech connect 

Remember, you can always make your Zap for your CRM if it isn’t listed above! To learn more about setting up a Zap between rezora and a CRM system, please visit https://zapier.com/help/rezora 

If you have ideas for new features or new templates that we could add to this Zapier integration to make your day easier, don’t hesitate to reach out to us! And remember, if you encounter any bugs or need assistance, please send us an email with the subject line “rezora Zapier question” to support@rezora.com. 

 

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