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Quickly connect BuyerAssist to Formatter by Zapier with a Zapier template.

Our most popular template

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

HubSpot + Formatter by Zapier + BuyerAssist + 1 more

How Zapier works

Zapier makes it easy to integrate BuyerAssist with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from BuyerAssist

A trigger is an event that starts your Zap and runs the workflow. For example, with BuyerAssist, a trigger could be "New Contact (Relationship Map)."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BuyerAssist to Formatter by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your BuyerAssist to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect BuyerAssist and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 ID
  Required
- Notes ID
  Required
- Comment
  Required
Action
Write

- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Write
- Milestone Template ID
- Company Id
- Company name
  Required
- Display name
  Required
- Opportunity/Deal Id
- Mutual Success Plan Name
  Required
- Mutual Success Plan Start Date
  Required
- Mutual Success Plan Close Date
  Required
Action
Write

- MSP ID
  Required
- Milestone ID
  Required
- Opportunity Name
  Required
- Task Due Date
  Required
- Description
- Is Internal
Action
Write
- Company ID
  Required
- Company Name
  Required
- Display Name
Action
Write
- Opportunity ID
  Required
- Opportunity Name
  Required
- Account ID
  Required
- Amount
- Description
- Stage Name
- Close Date
- Source System
  Required
- External ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task ID
  Required
- MSP ID
  Required
- Task Status
  Required
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- MSP ID
- Milestone Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- MSP ID
Action
Search
- Email
Action
Search
- Opportunity ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Search or write
- MSP ID
- Milestone Name
  Required
- Milestone Template ID
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
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 Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Write
- MSP ID
- Milestone Template ID
- Milestone Name
  Required
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Write
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Contact ID
  Required
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP ID
  Required
- Task ID
  Required
- Opportunity Name
  Required
- Task Due Date
  Required
- Description
- Milestone ID
  Required
Action
Write
- Contact ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- Search property name
  Required
- Search property Value
Action
Search
- External ID
Action
Search
- MSP ID
Action
Search
- MSP ID
- Milestone ID
  Required
Action
Search
- MSP ID
Action
Search
- External Opportunity ID
  Required
Action
Search
- MSP ID
  Required
- Task ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Search or write
- Search property name
  Required
- Search property Value
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate BuyerAssist on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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