Connect SimpleKPI to CRM Connector and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate SimpleKPI with CRM Connector - no code necessary. See how you can get setup in minutes.

Select a trigger from SimpleKPI

A trigger is an event that starts your Zap and runs the workflow."

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

Setup an action from CRM Connector

An action is what takes place after the automation is triggered. For example, with CRM Connector, the action could be "Activate Workflow."

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

That’s it! You just connected SimpleKPI to CRM Connector

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.

Connect SimpleKPI and CRM Connector 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.

Connect SimpleKPI and CRM Connector to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- User's email
  Required
- KPI Unique ID
  Required
- Entry Date
  Required
- Actual Value
- Target Value
- Notes
- Update Actual Value
- Update Target Value
- Update Notes
Action
Write
- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It

- Group
Trigger
Scheduled
Try It
- Group
- Company Name
  Required
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write

- Contact Email
  Required
- Group
- Assigned To
  Required
- Activity Types
- Due Date/Time
- Completed Date/Time
  Required
- Notes
Action
Write
- Contact Email
  Required
- Group
- Sent Date
- Due Date
- Description
  Required
- Paid Date
- Payment Amount
- Line Item Quantity
  Required
- Line Item SKU
- Line Item Description
  Required
- Line Item Unit Cost
  Required
- Line Item Event
Action
Write
- Group
- From Name
  Required
- From Email
  Required
- Subject
  Required
- Message
  Required
- Delivery Date/Time
  Required
Action
Write

- User's email
  Required
- KPI Unique ID
  Required
- Entry Date
  Required
- Actual Value
Action
Write
- Group
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Scheduled
Try It
- Contact Email
  Required
- Workflow
  Required
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- User's email
  Required
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip/Post Code
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
Action
Write
- Group
- Event Type
  Required
- Event Location
  Required
- Event Title
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- Public Event
  Required
- Automatic Email Reminders
  Required
- Event Fee
Action
Write
- Contact Email
  Required
- Title
- Managed By
  Required
- Quality
  Required
- Source
  Required
- Phase
  Required
- Value
- Chance to Win
  Required
- Close Date
  Required
Action
Write

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

Help

Related categories

Dashboards

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

Help

Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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