6
Zapier Integration
- Live
|
A |
Anonymous |
Zapier integration would be great so we can just automatically post the note to our CRM. We just need to expose the attendees from the meeting to do a match
Activity Newest / Oldest
Daniel - Head of product
Status changed to: Live
Daniel - Head of product
Hi there, we are working on it, Zapier integration may go live in Feb. 2023. May I ask what CRM you are using? We may consider directly integrating in the future.
We are using Streak
And thanks, that's great news!!
I'd also like to suggest that since the note templates are so functional, the ability to add custom fields could really set you apart. Imagine a note about customer info, the reps can just type them in Airgram, and with the Zapier integration, the data are exported into the corresponding fields to the CRM.
Katy - PM
Status changed to: In progress