TRACKVIA INTEGRATIONS

Connect TrackVia with hundreds of applications in a few simple clicks.

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“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
Send invoice data from TrackVia to QuickBooks

GMAIL
Send emails from Gmail into TrackVia applications

MICROSOFT EXCHANGE
Update calendars, contacts and send email communications

WEBMERGE
Create contracts, proposals and invoices with TrackVia data

TRACKVIA
Auto record creation, cross-app communication

MAILCHIMP
Add and remove subscribers in MailChimp

GOOGLE DOCS
Send data to Google Docs for reporting and collaboration

WUFOO
Integrate Wufoo’s powerful Web forms with TrackVia

GOOGLE CALENDAR
Send and receive events from Google Calendar

ZENDESK
Automatically log Zendesk support tickets in TrackVia

HUBSPOT
Send qualified HubSpot leads to TrackVia CRM applications

SURVEY MONKEY
Send your survey data to TrackVia

PAYMENT INTEGRATION, INVOICING AND ACCOUNTING

Send customer and order data from TrackVia to accounting applications. See all billing, accounting and invoicing apps.

QUICKBOOKS
Send invoice data from TrackVia to QuickBooks

PAYPAL
Send PayPal e-commerce data to your TrackVia application

FRESHBOOKS
Send invoice data from TrackVia to Freshbooks

SHOPIFY
Send customer order data from Shopify directly to TrackVia


EMAIL NOTIFICATIONS AND CAMPAIGNS

Integrate your TrackVia application with popular email services. See all email marketing apps.

GMAIL
Send emails from Gmail into TrackVia applications

MICROSOFT EXCHANGE
Update calendars, contacts and send email communications

MAILCHIMP
Add and remove subscribers in MailChimp

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. See all file management apps.

WEBMERGE
Create contracts, proposals and invoices with TrackVia data

BOX
Create a record in TrackVia when a document is added

DROPBOX
Create a record in TrackVia when a document is added

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. See all CRM apps.

ZENDESK
Automatically log Zendesk support tickets in TrackVia

HUBSPOT
Send qualified HubSpot leads to TrackVia CRM applications

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

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. See all project management apps.

TRACKVIA
A promoted lead creates a project management task

GOOGLE CALENDAR
Send and receive events from Google Calendar

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

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. Check out all data collection and reporting apps.

WUFOO
Integrate Wufoo’s powerful Web forms with TrackVia

SURVEY MONKEY
Send your survey data to TrackVia

GOOGLE DOCS
Send data to Google Docs for reporting and collaboration

GRAVITY FORMS
Create a new TrackVia record from a form 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.

Does TrackVia pricing include integration with Zapier?

Yes, a Zapier “Business Plus” subscription is included with the purchase of TrackVia.

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!

Request a consultation to learn how TrackVia’s workflow experts can help you streamline your important business processes.

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