PFRenal’s sales team inputs activities into their custom TrackVia application and uses Zapier to seamlessly populate them in their Outlook calendars. As a result, the data entry process is incredibly efficient, especially on the TrackVia mobile app.

TrackVia integrations - PFRenal

“The addition of Zapier is going to make TrackVia even more versatile and powerful for us. With more than 300 Web applications to connect with TrackVia, the possibilities are almost limitless.”—Joe Dimond, VP of Business Solutions, Patient First Renal Solutions

MOST POPULAR INTEGRATIONS

TrackVia connects with hundreds (yes, hundreds!) of your favorite Web-based applications… and the list continues to grow. Check out the complete list of apps that can integrate with TrackVia in the Zapier marketplace.

Quickbooks

QUICKBOOKS
Send invoice data from
TrackVia to QuickBooks

Gmail

GMAIL
Send emails from Gmail
into TrackVia applications

Microsoft Exchange

MICROSOFT EXCHANGE
Update calendars, contacts and
send email communications

WebMerge

WEBMERGE
Create contracts, proposals and
invoices with TrackVia data

TrackVia

TRACKVIA
Auto record creation,
cross-app communication

MailChimp

MAILCHIMP
Add and remove
subscribers in MailChimp

Google Docs

GOOGLE DOCS
Send data to Google Docs for
reporting and collaboration

Wufoo

WUFOO
Integrate Wufoo’s powerful
Web forms with TrackVia

Google Calendar

GOOGLE CALENDAR
Send and receive events
from Google Calendar

Zendesk

ZENDESK
Automatically log Zendesk
support tickets in TrackVia

HubSpot

HUBSPOT
Send qualified HubSpot leads
to TrackVia CRM applications

Survey Monkey

SURVEY MONKEY
Send your survey
data to TrackVia

PAYMENT INTEGRATION, INVOICING AND ACCOUNTING

Send customer and order data from TrackVia to accounting applications including QuickBooks, Freshbooks, Harvest and more. Or push e-commerce transaction data from PayPal, Shopify and other Web-based payment applications to TrackVia. See ALL BILLING, ACCOUNTING AND INVOICING APPS.

QuickBooks

QUICKBOOKS
Send invoice data from
TrackVia to QuickBooks

PayPal

PAYPAL
Send PayPal e-commerce data
to your TrackVia application

Freshbooks

FRESHBOOKS
Send invoice data from
TrackVia to Freshbooks

Shopify

SHOPIFY
Send customer order data
from Shopify directly to TrackVia

EMAIL NOTIFICATIONS AND CAMPAIGNS

Integrate your TrackVia application with popular email services like Gmail, MS Exchange, MailChimp, SendGrid, Emma, Constant Contact and more. Add, remove and update subscriber lists with a few simple clicks. See ALL EMAIL MARKETING APPS.

Gmail

GMAIL
Send emails from Gmail
into TrackVia applications

Microsoft Exchange

MICROSOFT EXCHANGE
Update calendars, contacts and
send email communications

MailChimp

MAILCHIMP
Add and remove
subscribers in MailChimp

SendGrid

SENDGRID
Trigger emails from SendGrid
when records are added
or changed in TrackVia

DOCUMENT MANAGEMENT

Create documents, contracts, proposals and invoices with file management applications like WebMerge, Google Docs and SugarSync. When a file or note is added or removed from Box, Dropbox or Evernote, a new record can be created in TrackVia. See ALL FILE MANAGEMENT APPS in the Zapier marketplace.

WebMerge

WEBMERGE
Create contracts, proposals and
invoices with TrackVia data

Box

BOX
Create a record in TrackVia
when a document is added

Dropbox

DROPBOX
Create a record in TrackVia
when a document is added

Google Docs

GOOGLE DOCS
Send data to Google Docs for
reporting and collaboration

CUSTOMER RELATIONSHIP MANAGEMENT AND SUPPORT

TrackVia connects with many leading CRM and customer support apps including Zendesk, Insightly, UserVoice, Salesforce and more. Using TrackVia for your CRM? Easily send qualified leads from apps like HubSpot to your TrackVia customer database.  See ALL CUSTOMER RELATIONSHIP MANAGEMENT (CRM) APPS and CUSTOMER SUPPORT APPS.

Zendesk

ZENDESK
Automatically log Zendesk
support tickets in TrackVia

HubSpot

HUBSPOT
Send qualified HubSpot leads
to TrackVia CRM applications

Insightly

INSIGHTLY
Create a task in TrackVia when
new Insightly contact is added

UserVoice

USERVOICE
Create a new TrackVia task or
note from a UserVoice ticket

PROJECT AND TASK MANAGEMENT

Managing projects and tasks, and fine tuning your workflows is a breeze! Create new project management tasks from promoted leads, incomplete activities, or when a record changes in TrackVia. Send and receive calendar events from Web-based apps like Google Calendar and MS Exchange. See all PROJECT MANAGEMENT APP INTEGRATIONS with Zapier.

TrackVia

TRACKVIA
A promoted lead creates a
project management task

Google Calendar

GOOGLE CALENDAR
Send and receive events
from Google Calendar

Basecamp

BASECAMP
Create a Basecamp to-do when
a record changes in TrackVia

Google Tasks

GOOGLE TASKS
Create a new task from an
incomplete activity in TrackVia

DATA COLLECTION AND REPORTING

TrackVia can receive survey and form data from leading online applications like Wufoo, Survey Monkey, Gravity Forms, AWeber, Unbounce and more. Looking for a simple way to report key business data to non-users of TrackVia? It’s a snap when you integrate your TrackVia account with Google Docs! Check out ALL DATA COLLECTION AND REPORTING APPS in the Zapier marketplace.

Wufoo

WUFOO
Integrate Wufoo’s powerful
Web forms with TrackVia

Survey Monkey

SURVEY MONKEY
Send your survey
data to TrackVia

Google Docs

GOOGLE DOCS
Send data to Google Docs for
reporting and collaboration

Gravity Forms

GRAVITY FORMS
Create a new TrackVia record
from a Gravity Forms submission

HOW DOES TRACKVIA WORK WITH ZAPIER?

Common questions about TrackVia integrations with other online software applications

How does TrackVia integrate with other applications?

There are two ways in which TrackVia can integrate with other Web-based applications—through our PUBLIC API and through ZAPIER

What is Zapier and why is it an excellent fit for TrackVia users?

Zapier is a third-party service that connects hundreds of Web-based applications to each other using a very simple “when this happens, do this” structure. The best part is that you don’t need to be a programmer or know how to write the code for a REST API. 

Does Zapier have any limitations as it relates to TrackVia?

If you are looking for very deep data integration between TrackVia and another Web-based application, Zapier is not the tool for the job—TRACKVIA’S PUBLIC API is more appropriate. However, Zapier will allow you to create integrations for simple workflows between apps.

What’s a “Zap”?

Zapier calls a connection between two applications a “Zap”.

Does a “Zap” allow TrackVia to truly sync with other applications?

No. At this time, Zapier does not support two-way syncing for any app. Think of “Zaps” as one-way, one-time actions. Additionally, updating an existing “Zap” is something Zapier does not support right now. To read more about syncing, GO HERE

Do I need a separate Zapier account to integrate my TrackVia application(s) with other popular software services?

All TRACKVIA PRICING PLANS are Zapier-enabled, so if you have an existing Zapier subscription, you can begin connecting with other applications right away. If you don’t already have a Zapier subscription, access is included with your TrackVia subscription.

Which TrackVia pricing plans include integration with Zapier?

Zapier integration is available across all of TrackVia’s SUBSCRIPTION PLANS. For a limited time, TrackVia will also include a free ZAPIER BUSINESS PLUS subscription ($99 per month value) with its TrackVia Enterprise plan at no additional charge. 

How many “Zaps” are included with my TrackVia subscription per month?

The number of “Zaps” you can perform each month is based on your ZAPIER SUBSCRIPTION LEVEL

I need help creating my “Zaps”. Does TrackVia provide a tutorial?

Yes, a written tutorial for creating a “Zap” can be found in the TrackVia knowledge base. Go here to READ MORE.

If I want my TrackVia account to integrate with an application like QuickBooks, do I also need to purchase an online subscription to QuickBooks?

Yes. Zapier is simply the “connector” that makes it possible for TrackVia to “talk” with other Web-based software applications like QuickBooks, WebMerge, Zendesk, HubSpot and others. 

When I try to create a “Zap”, it seems like I am somewhat limited as to how I can get data from or send data to another third-party app. Why does this happen?

Depending on which app you’re trying to connect with, there may be a limited number of triggers (data fields) available for “Zapping”. These triggers are determined by the developer of the other app. TrackVia does not control which data fields are enabled with Zapier.

On the other hand, TrackVia has enabled all data fields for integration with Zapier.

LET’S GET STARTED!

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