ConditionalVisibility

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Customer stories

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ActiveCampaign

Google Sheets

Mailchimp

Pipedrive

Ruler Analytics

Zoho CRM

Data matters. It's how you can tell if your marketing campaigns pay off, and which ones offer the most return on your investment and where to focus next time.

Ruler Analytics Uses Automation to Democratize Data with Customers

Every conversion is an opportunity for your sales team. Set up this automation and Zapier will make sure they can react as fast as possible. It will fire off whenever a new conversion is detected on Ruler Analytics, creating a deal for it on Pipedrive so you can keep your pipelines moving swiftly with no manual effort.

Ruler Analytics is a visitor level analytics product that tracks customer journeys, conversions, phone calls & companies looking at your site.

Triggers when a new missed call is detected.

Missed Call

New Call

Triggers when a new company has visited your site.

New Company

Triggers when a new conversion occurs on your site.

New Conversion

Triggers when new revenue occurs on your site.

New Opportunity

New Revenue

Triggers when a previous company has returned to your website.

Returning Company

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

New Activity

Triggers when an activity newly matches a Pipedrive filter for the first time.

Activity Matching Filter

New Deal

Triggers when a deal newly matches a Pipedrive filter for the first time.

Deal Matching Filter

New Lead

New Note

Triggers when a new organization is created.

New Organization

Triggers when an organization newly matches a Pipedrive filter for the first time.

Organization Matching Filter

New Person

Triggers when a person newly matches a Pipedrive filter for the first time.

Person Matching Filter

New Project

Updated Deal Stage

Triggers when an existing deal is updated.

Updated Deal

Triggers when an existing organization is updated.

Updated Organization

Triggers when an existing person is updated.

Updated Person

Find Activity

Find Deal

 Finds multiple deals related to a specific person (with line item support).

Find deals associated with a person

Finds multiple Deals associated with a Person (with line item support). 

Find Deals Associated with a Person

Find Lead

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Find Multiple Leads

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Retrieve Note

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Find Notes

Find Organization

Find Person

Find Product

Finds a product or products by name, ID, or product code (with line item support).

Find Product(s)

Finds a project or projects by title or other fields.

Find Project(s)

Searches for tasks by title, description, or other criteria.

Find Task

Find User

Finds an activity by subject, or creates one if none is found.

Find or Create Activity

Finds a deal by name, or creates one if none is found.

Find or Create Deal

Finds multiple deals by title, notes or custom fields.

Find Multiple Deals

Finds a lead by name, or creates one if none is found.

Find or Create Lead

Finds an organization by name, or creates one if none is found.

Find or Create Organization

Finds a person by name, or creates one if none is found.

Find or Create Person

Finds a product by name, or creates one if none are found.

Find or Create Product

Finds a project by name, or creates one if none are found.

Find or Create Project

Adds an existing label to an existing person.

Add Label to Person

Add Product to Deal

Create Activity

Create Deal

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Attach File

Adds a follower to a deal, organization, person or product.

Add Follower

Create Lead

Create Note

Create Organization

Create Person

Create Product

Create Project

Create Task

Update Activity

Update Deal

Update Lead

Update Organization

Update Person

Updates an existing project in Pipedrive.

Update Project

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add deals to Pipedrive for new Ruler Analytics conversions

Keeping your CRM updated with every new prospect can take up a lot of time. Hand off that job to Zapier automation so you can focus on more important work! Once active, this integration will react to every new conversion on Ruler Analytics, adding the user as a lead to Salesforce so you can be sure you're never missing any opportunity.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Add new Ruler Analytics conversions to Salesforce as leads

Tired of pasting information into spreadsheets day in and day out? This integration can save you some trouble. It will trigger whenever a new conversion is logged in Ruler Analytics; in response, Zapier will archive all that information onto a new row on Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Ruler Analytics Uses Automation to Democratize Data with Customers

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