Zapier and Make.com (low-code automation)
If a tool isn't natively integrated with Intellivizz CRM, Zapier and Make.com (formerly Integromat) almost certainly bridge the gap. Both have native Intellivizz CRM modules with hundreds of triggers and actions.
When to use Zapier vs. Make.com
| Use Zapier when... | Use Make.com when... |
|---|---|
| You need quick, single-step automations | You need multi-step branching workflows |
| Your team is non-technical | You're comfortable with visual logic / data mapping |
| You want the largest app catalog (8,000+) | You want lower per-task pricing at scale |
| You need ease over flexibility | You need flexibility and complex transformations |
Common Zapier setups
New form submission on Typeform → create contact in Intellivizz CRM with tags
Calendly booking → create appointment in Intellivizz CRM (if you can't fully migrate to native calendar)
New row in Google Sheets → import as contact
Stripe charge succeeded → update contact tag + trigger workflow
New review on Yelp (via Yelp's Zapier) → send Slack notification + create internal task
New entry in Airtable → send custom SMS
How to connect
Sign in to Zapier or Make.com
Search for "LeadConnector" or the Intellivizz CRM module
Authorize via your CRM API key (Settings → API & Webhooks → generate a key)
Build your automation — each platform's docs guide you through their visual builder
Test thoroughly before turning it on
WARNING — Watch your task usage and billing
Zapier and Make.com both bill per task (each step in a Zap/Scenario = one task). High-volume automations can rack up monthly fees fast. If you're running >5,000 tasks/month, evaluate building the same logic as a native Intellivizz CRM workflow + webhook — it'll be cheaper at scale.
