Note: This is a plugin for RISE CRM.

Brief description

Our Zapier plugin offers a complete connection service for RISE CRM installations. It allows you to implement your own third party service connections (Zaps) by using the helpful tools of Zapier and choosing from the 7.000+ available apps (from easy and straightforward integrations, to complex webhooks, triggers etc), making possibilities really UNLIMITED.

Available Triggers

New Lead (Triggers when a New Lead is added in RISE)

New Invoice (Triggers when a New Invoice is created in RISE)

New Client (Triggers when a New Client is added in RISE)

New Ticket (Triggers when a New Ticket is created in RISE)

Available Actions

Create Lead (Action to create a new Lead in RISE)

Create Invoice (Action to create a new Invoice in RISE)

Create Client (Action to create a new Client in RISE)

Create Ticket (Action to create a new Ticket in RISE)

Unlimited Integrations

Our Zapier plugin empowers you to:

Automate Workflows: Connect RISE CRM with 7.000+ other apps available through Zapier.com, such as accounting software, project management platforms, or email marketing systems. Streamline your operations and eliminate manual data entry by automating data synchronization, creating new leads, updating contact details, and more.

Extend Functionality: Enhance the capabilities of your CRM by integrating it with other applications. Leverage additional features, such as geolocation, SMS notifications, payment gateways, or any other service that your business relies on. Zapier plugin allows you to create a tailored CRM experience that perfectly fits your unique requirements.

Improve Efficiency: Say goodbye to siloed systems and duplicate efforts. Zapier plugin enables seamless data flow between RISE CRM and Zapier’s supported Apps, ensuring accurate and up-to-date information across all your integrated tools. This integration eliminates data inconsistencies, reduces manual errors, and boosts overall operational efficiency.

Foster Collaboration: Connect RISE CRM with all collaboration tools available through Zapier.com, such as project management or team communication platforms, to foster better collaboration within your organization. Share CRM data with relevant team members, sync task progress, and maintain a centralized hub for all your business operations.

Drive Business Growth: By leveraging the power of the Zapier plugin, you can create a unified ecosystem of applications that work together harmoniously. This integration enables you to make data-driven decisions, deliver exceptional customer experiences, and drive business growth with increased productivity and streamlined processes.

Built-in REST API: Our plugin also inherits an optional REST API functionality, in order to allow you to create 100% custom, programmatic code snippets for your potential needs. Even if supporting custom code is outside the scope of the support umbrella, you can still create customized code on your own, based on its complete documentation that contains specific request/response/parameters: RISE CRM API Documentation

Full list of available Integrations:

You can view the full list of the 7.000+ available apps in the following URL:
Zapier Integrations for RISE CRM

Support

It takes only a few seconds to be installed, activated and have a fully working Zapier Integration for RISE.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.

Version 1.2

-RISE CRM's last version compatibility support

Version 1.1

-PHP 8.x Compatibility Support

Version 1.0

-Initial version