Zapier
Chris avatar
Written by Chris
Updated over a week ago

Zapier allows you to connect and sync data between GorillaDesk and other products such as Calendly, Google Form, Sales Rabbit, and much more. Click here to learn about which apps are compatible with Zapier.

Triggers and Actions

Triggers and Actions are events that happen in the products you use. A trigger is an event in another product that will start a Zap, which pushes that information into GorillaDesk. That information is pushed into GorillaDesk as an Action

Supported Triggers

  • First Name

  • Last Name

  • Email

  • Mobile Phone

  • Company Name

  • Source

  • Primary Phone

  • Phones

  • Top Note

  • Contact First Name

  • Contact Last Name

  • Contact Email

  • Contact First Phone

  • Contact Second Phone

  • Contacts

  • Address Name

  • Street 1

  • Street 2

  • City

  • State

  • Zip

  • Latitude

  • Longitude

  • Bill To

  • Address To

  • Billing Street 1

  • Billing Street 2

  • Billing City

  • Billing State

  • Billing Zip

  • Billing Email

  • Billing Email CC

  • Location Notes

  • SMS To

  • Email To

  • Locations

  • Service (Booking)

  • Start Date/Time (Booking)

Supported Actions

  • Create Customer

  • Create Lead

  • Create Booking

Connecting to your Zapier account

  1. Log in to Zapier here.

  2. Click on My Apps and search for GorillaDesk.

  3. Open GorillaDesk > Settings > Addons > Zapier > Copy Secret Key

  4. Paste the Secret Key in Zapier

Create a New Customer

Trigger

  1. Choose app & event

  2. Choose account

  3. Test Trigger

Once you have configured your trigger, and pull test data, you will set up your action.

Action

  1. Choose app & event

  2. Choose account

  3. Set up action and map the fields from your booking form with fields in GorillaDesk.

  4. Test Action

  5. Turn Zap on

Create a Lead

Trigger

  1. Choose app & event

  2. Choose account

  3. Test Trigger

Once you have configured your trigger, and pull test data, you will set up your action.

Action

  1. Choose app & event

  2. Choose account

  3. Set up action and map the fields from your booking form with fields in GorillaDesk.

  4. Test Action

  5. Turn Zap on

Create a Booking

Trigger

  1. Choose app & event

  2. Choose account

  3. Test Trigger

Once you have configured your trigger, and pull test data, you will set up your action.

Action

  1. Choose app & event

  2. Choose account

  3. Set up action and map the fields from your booking form with fields in GorillaDesk.

  4. Test Action

  5. Turn Zap on

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