Getting Started with TradeVulcan and Zapier
A plain-English introduction to Zapier for home-service owners, office managers, CSRs, and dispatchers.
What Zapier does
Zapier connects apps together with no-code automations called Zaps. A Zap watches one app for a trigger, then performs an action in another app.
What TradeVulcan can do today
TradeVulcan supports Zapier workflows for lead and contact operations, including sending new TradeVulcan records to other apps and creating TradeVulcan leads from approved external sources.
- Create leads from forms, ads, booking tools, inboxes, and webhooks.
- Send new TradeVulcan leads to spreadsheets, CRMs, team chat, and project tools.
- Send TradeVulcan contacts to reporting or approved marketing lists.
Best first workflow
Start with one simple workflow that saves the office time: new TradeVulcan lead to Slack, Google Sheets, HubSpot, or Microsoft Teams.