Connect Initiative CRM integrations
Connect Initiative CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Initiative CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
This app is supported and maintained by the vendor Initiative CRM.
Build your Initiative CRM integrations.
Create custom Initiative CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new record.
Deletes a record.
Return the data of a specified record of selected module.
Performs an arbitrary authorized API call.
Retrieves the records of the selected module that match the specified criteria.
Updates an existing record.
Triggers when a record is created or updated.
Connect any app with Initiative CRM
Popular Initiative CRM workflows.
Looking to get more out of Initiative CRM? With Make you can visually integrate Initiative CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a new contact in Initiative CRM from new events in Canlendly
Every time a new Calendly event is scheduled with you, a new contact will be instantly created in Initiative CRM. You need to have a Calendly premium account to create this integration.
TRY IT ->Create Google Contacts from Initiative CRM contacts
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new Google Contacts. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create ClickUp tasks from new Initiative CRM contacts
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create a new contact in Initiative CRM from a Dux-Soup webhook
Every time a new lead is received in Dux-Soup, a new contact will be instantly created in Initiative CRM.
TRY IT ->
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