Close CRM, Help Scout, YouCanBook.me Integrations

Close CRM
Help Scout
YouCanBook.me
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

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Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

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Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

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Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

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Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

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Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

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Watch New Contact INSTANT

Triggers when a new contact is created.

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Watch New Email Activity INSTANT

Triggers when a new email activity is created.

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Watch New Export INSTANT

Triggers when a new export is created.

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Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

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Watch New Lead INSTANT

Triggers when a new lead is created.

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Watch New Note Activity INSTANT

Triggers when a new note activity is created.

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Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

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Watch New Smart View INSTANT

Triggers when a new smart view is created.

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Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

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Watch New Task INSTANT

Triggers when a new task is created.

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Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

Help Scout

Watch Conversations INSTANT

Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

Help Scout

Watch Customers INSTANT

Triggers when a customer is created.

Help Scout

Watch Satisfaction Rating INSTANT

Triggers when a satisfaction rating is received.

YouCanBook.me

Watch Bookings

Triggers when a new booking is created, rescheduled, or cancelled in a specific profile.

YouCanBook.me

Watch Profiles

Triggers when a new profile is created or updated.

Actions

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Create a Contact

Creates a new contact.

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Create a Lead

Creates a new lead.

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Create an Email Activity

Creates a new email activity.

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Create an Email Sequence

Creates a new email sequence.

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Create an Export

Creates a new export.

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Create an Opportunity

Creates a new opportunity.

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Create a Note Activity

Creates a new note activity.

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Create an SMS Activity

Creates a new SMS activity.

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Create a Smart View

Creates a new smart view.

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Create a Task

Creates a new task.

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Delete a Call Activity

Deletes a call activity.

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Delete a Contact

Deletes a contact.

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Delete a Lead

Deletes a lead.

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Delete an Email Activity

Deletes an email activity.

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Delete an Opportunity

Deletes an opportunity.

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Delete a Note Acivity

Deletes a note activity.

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Delete an SMS Activity

Deletes an SMS activity.

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Delete a Smart View

Deletes a smart view.

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Delete a Task

Deletes a task.

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Export an Activity Report to CSV

Exports an activity report to the CSV file.

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Get a Call Activity

Gets a single call activity.

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Get a Contact

Gets a single contact.

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Get a Lead

Gets a single lead.

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Get a Lead Status Change Report

Gets a lead status change report for your organization.

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Get an Activity Report

Gets an activity report for your organization.

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Get an Email Activity

Gets a single email activity.

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Get an Email Sequence

Gets an existing email sequence.

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Get an Export

Gets a single export.

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Get an Opportunity

Gets a single opportunity.

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Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

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Get a Note Activity

Gets a single note activity.

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Get an SMS Activity

Gets a single SMS activity.

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Get a Random User

Gets a random user from your organization.

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Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

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Get a Smart View

Gets a single smart view.

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Get a Task

Gets a single task.

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Get a User

Gets a user by ID.

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Log a Call Activity

Logs a completed call activity.

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Make an API Call

Performs an arbitrary authorized API call.

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Merge Two Leads

Merges one lead into another lead.

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Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

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Update a Contact

Updates a contact.

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Update a Lead

Updates a lead.

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Update an Email Sequence

Updates an existing email sequence.

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Update an Opportunity

Updates an opportunity.

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Update a Note Activity

Updates a note activity.

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Update a Phone Number

Updates a phone number.

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Update a Smart View

Updates a smart view.

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Update a Task

Updates a task.

Help Scout

Create Conversation

Creates a conversation in a mailbox with at least one thread.

Help Scout

Create Customer

Creates a new customer.

Help Scout

Create Email

Creates a new email for an existing customer

Help Scout

Create Chat Handle

Creates a new chat handle for an existing customer.

Help Scout

Create or Update Address

Creates or updates an address for an existing customer.

Help Scout

Create Phone

Creates a new phone number for an existing customer.

Help Scout

Create Social Profile

Creates a new social profile for an existing customer.

Help Scout

Create Thread

Creates a new thread of chat, customer, note, phone, and reply.

Help Scout

Create Website

Creates a new website for an existing customer.

Help Scout

Delete Address

Deletes an address of a customer.

Help Scout

Delete Conversation

Deletes a conversation.

Help Scout

Delete Email

Deletes an email of a customer.

Help Scout

Delete Chat Handle

Deletes a chat handle of a customer.

Help Scout

Delete Phone

Deletes a phone number of a customer.

Help Scout

Delete Social Profile

Deletes a social profile of a customer.

Help Scout

Delete Website

Deletes a website of a customer.

Help Scout

Get Address

Gets the address of a customer with a given ID.

Help Scout

Get Conversation

Gets information about a conversation by ID.

Help Scout

Get Customer

Gets information about a mailbox by ID.

Help Scout

Get Mailbox

Gets information about a mailbox by ID.

Help Scout

Make an API Call

Performs an arbitrary authorized API call.

Help Scout

Update Conversation

Updates conversation data.

Help Scout

Update Customer

Updates customer data.

Help Scout

Update Email

Updates an email of a customer.

Help Scout

Update Chat Handle

Updates a chat handle of a customer.

Help Scout

Update Phone

Updates a phone number of a customer.

Help Scout

Update Social Profile

Updates a social profile of a customer.

Help Scout

Update Thread

Updates an existing thread.

Help Scout

Update Website

Updates a website of a customer.

YouCanBook.me

Create a Booking

Creates a new booking in a specific profile.

YouCanBook.me

Create a Profile

Creates a new profiles.

YouCanBook.me

Delete a Booking

Deletes a booking.

YouCanBook.me

Delete a Profile

Deletes a profile.

YouCanBook.me

Get a Booking

Gets information of a booking in a specific profile by ID.

YouCanBook.me

Get a Profile

Gets information of a profile by ID.

YouCanBook.me

Make an API Call

Performs an arbitrary authorized API call.

YouCanBook.me

Update a Profile

Updates an existing profile.

Searches

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List Activities

Gets a list of activities.

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List Call Activities

Gets a list of call activities.

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List Contacts

Gets a list of contacts.

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List Email Activities

Gets a list of email activities.

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List Email Sequences

Get a list of email sequences.

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List Exports

Gets a list of exports.

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List Note Activities

Gets a list of note activities.

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List Roles

Gets a list of roles.

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List Smart Views

Gets a list of smart views.

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List SMS Activities

Gets a list of SMS activities.

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List Users

Gets a list of users.

Close CRM

Search Leads

Searches for leads or lists them all.

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Search Opportunities

Searches for opportunities or lists them all.

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Search Tasks

Searches for tasks or lists them all.

Help Scout

List Conversations

Lists and filters all conversations.

Help Scout

List Customers

Lists and filters all customers

Help Scout

List Emails

Gets a list of customer email addresses.

Help Scout

List Chat Handles

Gets a list of chat handles for a given customer.

Help Scout

List Mailboxes

Gets a list of the mailboxes.

Help Scout

List Mailbox Folders

Gets a list of mailbox folders.

Help Scout

List Tags

Gets a list of tags.

Help Scout

List Threads

Gets a list of threads.

YouCanBook.me

List Bookings

Retireves a list of all bookings in a specific profile.

YouCanBook.me

List Profiles

Retrieves a list of all profiles.