If you’ve been wondering how your business could use the latest simPRO integration to Zapier, we’ve put together some suggestions to get you started! As the features of the integration expand, we will keep you updated with extra suggestions on how to automate even more of your business by connecting simPRO to your Zapier account.
Update your email newsletter subscriber list
Keeping your newsletter subscriber list up to date is a tedious, but important, part of email marketing. Via Zapier, you can create a Zap with a trigger for new or updated Individual and Company Customer records. Once these events occur, Zapier will automatically add or update the contacts in your preferred email marketing platform (eg Mailchimp, Constant Contact, Hubspot).
Create a new task in a project management tool
If your teams use project management tools (such as Asana or Trello), you can use Zapier to create a new card or task. Important information from the Job can be transferred from simPRO such as the Customer Company and Site Name, Description and Notes, and custom fields.
Keep your phone contacts up to date
Field technicians can make sure they have access to accurate customer details on their mobile device, without opening the simPRO mobile app.
Configure a Zap to sync details from the simPRO customer card to Google Contacts on your Android phone. You can add a filter to your zap to limit to records based on simPRO data fields such as preferred technician or tags.
Add a new row in Google Sheets
Create a new simPRO customer record for website inquiries
Do you manually copy and paste the contact details of inbound website leads from an email into simPRO? If so you may have experienced problems with the information being copied across properly, or staff forgetting to complete the process. If your website uses tools such as Gravity Forms or Wufoo for online inquiries, you can avoid these pitfalls with a Zap that creates a new simPRO Individual Customer record every time a form is completed.
With the ability to connect simPRO to over 1,500 Zapier Apps, the workflow automation options are endless! So what are you waiting for? Visit our Zapier integration page to get started!