Zapier

What

A "Zap" is an automated workflow in Zapier that connects ShareBuilder CRM with other applications, such as email marketing tools, project management software, and more. Zaps eliminate repetitive tasks, improving efficiency and reducing manual work.

For example, a simple Zap might automate this workflow:

• Trigger: A new Company Lead is created in ShareBuilder CRM.
• Action: The lead is automatically added as a new Company in HubSpot.

Why

Zapier enables seamless integrations with over 5,000 applications, allowing users to automate data entry, file management, notifications, and other key processes. This helps sales teams stay organized and focus on closing deals rather than handling manual updates.

Key benefits include:
Saving time by automating routine tasks.
Keeping contacts, leads, and accounts in sync across multiple platforms.
Reducing errors and duplicate data entry.

To use Zapier with ShareBuilder CRM, users must have a Zapier and a ShareBuilder CRM account. Zapier offers a free plan with up to 100 tasks per month, with premium options for more advanced automation.

How

Triggers (Events That Start a Zap)

Triggers occur when specific actions happen in ShareBuilder CRM, initiating an automated workflow.

• New Company Account – Trigger a Zap when a new Account is created in ShareBuilder CRM.
  • Use case: Sync new accounts with QuickBooks, Zoho CRM, or an Excel tracking sheet.
• New Company Lead – Trigger a Zap when a new Lead is created.
  • Use case: Automatically send leads to HubSpot, MailChimp, or Constant Contact for follow-ups.
• New Contact – Trigger a Zap when a new Contact is created.
  • Use case: Notify marketing teams via Slack or Microsoft Teams when a new contact is added.

Actions (Tasks That Zaps Perform in ShareBuilder CRM)

Once a Zap is triggered, an action is performed in ShareBuilder CRM.

• Create Activity – Logs an activity in CRM from another app (e.g., track email campaigns from MailChimp).
• Create Company Lead – Automatically creates a new Lead in ShareBuilder CRM (e.g., from a HubSpot form submission).
• Create Contact – Adds a new Contact and links it to a Company Lead (e.g., from a website contact form).
• Find or Create Activity – Checks for an existing Activity before creating a new one.
• Find or Create a Company Lead – Prevents duplicate Leads by searching for existing entries first.
• Find or Create a Contact – Ensures contacts are not duplicated by checking existing records.

Frequently Asked Questions

How Do I Get Started?

Set up a free Zapier account and connect ShareBuilder CRM to start automating workflows. Build your first Zap today and streamline your sales processes! 

What other apps does Zapier work with?

Zapier currently integrates with 5,000+ other applications ranging across 15 different categories like Marketing, Sales, Support, AI, BI, and Communications. You can view the entire list, their actions, and triggers using the link below:

Explore All Apps | Zapier

Can I bulk-transfer data using Zapier?

This is not what Zapier was built for. Zapier is an in-the-moment transactional type of service. Think of using Zapier to keep two or more systems up to date instead of bulk moving data.

Why can't I create Accounts?

The quick answer is that requesting accounts is a complex experience. Creating Accounts requires an AE to own the account on at least one station, select an NRL value, and support the wide range of configurable requirements to meet a manager's needs. Our approach here was to let users create leads that have no requirements other than a name and then request those leads as accounts when the time is right in the system designed to handle all the complexities of an account.

Why can't we use Zapier for billing data?

Billing and sales analysis are incredibly complex in supporting the vast range of our customers' needs. We wanted to focus our Zapier efforts on keeping Companies, Contacts, and Activities in sync to reduce duplicate data and duplicate work. We support a wide range of use cases and reporting capabilities via the ShareBuilder CRM API.

Can ShareBuilder CRM be both the Trigger and the Action in a Zap?

Yes! This is actually a really interesting capability we can offer now to help keep CRM Market Databases in sync. For example, If a new Lead was created in Market 1, and you wanted that in your two other Markets, this is possible using Zapier.