Connect Revamp CRM and Formatter by Zapier to unlock the power of automation
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Choose a Trigger
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Revamp CRM with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Revamp CRM
A trigger is an event that starts your Zap and runs the workflow. For example, with Revamp CRM, a trigger could be "Person Matching Filter."
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."
That’s it! You just connected Revamp CRM to Formatter by Zapier
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Customers who say using Zapier has made them better at their job
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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
Connect Revamp CRM 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.
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.
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.
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.
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.
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.
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Try It- New Customer
Triggers when a new customer is created.
Try It - New Task
Triggers when a new task is created.
Try It - Type
- Completion State
- Assignee
Try It
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Try It- New Deal
Triggers when a new deal is created.
Try It - Email
- Phone Number
- Tags
- Order Id
- Keyword
Try It- Name
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Learn how to automate Revamp CRM on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
About Revamp CRM
Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.
Related categories
Similar appsZapier Interfaces App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.