New! Connect vCita with your favorite apps via Zapier

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New! Connect vCita with your favorite apps via Zapier

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Syncing data between applications to streamline your workflow


As business owners, our daily workflow involves many intertwined tasks and we all use several applications to support them - calendars, CRM software, email marketing solutions, payment processing platforms and more.

vCita being one of many solutions we use, it’s safe to assume we’d like to sync information - such as a scheduled appointment or a new lead - with other software solutions we rely on. Luckily, working with multiple applications doesn’t mean we need to manually sync between them.

vCita now integrates with many of your favorite apps through Zapier, allowing you to automatically sync information between applications and thus automating tasks in your workflow and saving you valuable time and resources.

You can easily connect vCita with MailChimp, Salesforce, Google Contacts and hundreds of other apps - meaning you don’t need to spend time manually importing and exporting data to make a new client added in your vCita account appear on your Mailchimp mailing list.

Check out our recommended integrations!


Get inspired: create the perfect fit to suit your business needs 

We’ve gathered some use cases below to inspire you on how vCita can integrate with other software solutions, streamlining your workflow and saving you valuable resources.


Grow your mailing list to extend your brand

Whether you use MailChimp, Constant Contact, AWeber or another email marketing tool, you can now automatically sync contacts captured through vCita into your mailing list. Here are just a few examples:

- Welcome new clients with an automated email sent to every contact generated from your website.

- Send a special offer to a specific group of prospects or clients that performed a specific action (for example: all leads captured through scheduling an intro call). 

- Reconnect with existing clients to create new business opportunities - create an email campaign inviting your long-time clients to schedule a free consult with a direct scheduling link.

- Bulk import and automatically sync all contacts from your email marketing service into vCita to keep all your contacts in sync.

Engage your complete client base with vCita

Your clients are the heart of your business, and having all their information available and accessible to you in your vCita mobile CRM can help you get more business done. Take advantage of vCita capabilities - such as setting a follow-up or requesting a payment - to communicate with your existing client base and generate new business opportunities. The integration through Zapier will allow you to:

- Import and sync contact information from your phone or from Google contacts to your vCita account. 

- Automatically add leads from Wufoo, Ninja Form and many other contact forms to your vCita client base.

Run your business smoothly with your favorite CRM

Do you use CRM software like Salesforce or HubSpot to manage and analyze customer interactions and data throughout the customer lifecycle? Syncing information from vCita to your CRM will allow you to always see the complete picture:

- Document appointments that are scheduled through vCita in your CRM.

- Sync leads, payments and other client interactions from vCita to your CRM.

- View your vCita team calendar and daily schedule within your CRM.

Keep your books in sync

When using accounting tools such as Quickbooks, Stripe or FreshBooks, syncing your vCita account with your prefered accounting system will allow you to have all payments documented properly.

Get down to business: how to sync between your favorite apps


There are two ways to integrate vCita with other software solutions via Zapier - you can use a ready-made Zap (a type of “connector”) we created for you, or alternatively you can create your own:


Integrate vCita with other applications using these out of-the box “connectors”

We created several popular Zaps for you to use - click on the Zap of your interest and it will take you through the necessary steps to get up and running.




Check out all vCita ready-made integrations via Zapier

Create your own Zap - you don’t need a programmer to do it

Zapier lets you connect any two Zapier-supported apps to each other on your own, automating integrations that would otherwise require expensive development resources.
Even non-technical users can create a Zap by defining triggers from one app (for example, a new appointment in vCita) and actions in another app (for example, a new busy time on Google Calendar). Whenever the trigger event occurs, Zapier will automatically complete the action.

We invite you to go ahead and integrate vCita with other software solutions to streamline your workflow and automate syncing between information across applications. To learn more about using Zapier integrations, check out this support forum article.


2 comments:

  1. Such a very useful article. Really interesting to read this article.I would like to thank you for the efforts you had made for writing this awesome article. Keep writing and sharing :)


    ReplyDelete