BuyerAssist Integrations

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HubSpot

Marketing Automation

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Freshdesk

Customer Support

Jira Software Cloud

Project Management

Schedule by Zapier

Scheduling & Booking, Zapier

Code by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Freshdesk

Customer Support

HubSpot

Marketing Automation

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Freshdesk

Customer Support

Jira Software Cloud

Project Management

Schedule by Zapier

Scheduling & Booking, Zapier

Code by Zapier

Developer Tools, Zapier

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Quickly automate BuyerAssist integrations with Zapier's templates

Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages
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HubSpot + Formatter by Zapier + BuyerAssist + 1 more
Create BuyerAssist contacts from new or updated HubSpot companies
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HubSpot + BuyerAssist
Create BuyerAssist companies from newly created or updated HubSpot companies
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HubSpot + BuyerAssist
Create BuyerAssist opportunities for new HubSpot contacts
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HubSpot + BuyerAssist

Create BuyerAssist companies from new or updated ActiveCampaign contacts
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ActiveCampaign + BuyerAssist

Create BuyerAssist contacts from new or updated ActiveCampaign contacts
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ActiveCampaign + BuyerAssist

Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages

HubSpot + Formatter by Zapier + BuyerAssist + 1 more

Create BuyerAssist contacts from new or updated HubSpot companies

HubSpot + BuyerAssist

Create BuyerAssist companies from newly created or updated HubSpot companies

HubSpot + BuyerAssist

Create BuyerAssist opportunities for new HubSpot contacts

HubSpot + BuyerAssist

Create BuyerAssist companies from new or updated ActiveCampaign contacts

ActiveCampaign + BuyerAssist

Create BuyerAssist contacts from new or updated ActiveCampaign contacts

ActiveCampaign + BuyerAssist

Supported triggers and actions

What does this mean?

New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
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New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
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New Task
Triggered when a new task is created in Mutual Success Plans.
Trigger
Instant
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Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Trigger
Instant
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- MSP IDRequired
- Notes IDRequired
- CommentRequired
Action
Write

- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Write
- Template ID
- Company Id
- Company nameRequired
- Display nameRequired
- Opportunity/Deal Id
- Mutual Success Plan NameRequired
- Mutual Success Plan Start DateRequired
- Mutual Success Plan Close DateRequired
Action
Write

- MSP IDRequired
- Milestone IDRequired
- Task NameRequired
- Task Due DateRequired
- Task DescriptionRequired
- Is Internal
Action
Write
- Company IDRequired
- Company Name
- Display Name
Action
Write
- Opportunity IDRequired
- Opportunity NameRequired
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task IDRequired
- MSP IDRequired
- Task StatusRequired
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- MSP IDRequired
- Milestone NameRequired
Action
Search
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- MSP IDRequired
Action
Search
- User EmailRequired
Action
Search
- OPP IDRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Search or write
- MSP IDRequired
- Milestone NameRequired
- Milestone Template ID
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Search or write

New Assignee
Triggered when User Add or Update Task assignee.
Trigger
Instant
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New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Trigger
Instant
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New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
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Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
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- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Write
- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Write
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company IDRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact IDRequired
- Email
- First Name
- Last Name
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- Search property nameRequired
- Search property Value
Action
Search
- External Company IDRequired
Action
Search
- MSP IDRequired
Action
Search
- MSP IDRequired
- Milestone IDRequired
Action
Search
- MSP IDRequired
Action
Search
- External Opportunity ID Required
Action
Search
- MSP IDRequired
- Task IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Search or write
- Search property nameRequired
- Search property Value
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

Related categories

Sales & CRM