Zapier + PortalCX

Power your customer experience with Zapier + PortalCX

Benjamin Schwen avatar
Written by Benjamin Schwen
Updated over a week ago

When it comes to integrating PortalCX with Zapier, the main use case is to automate and streamline the process of creating and managing customer portals, and triggering actions on those portals. Here are a few examples of how you might use PortalCX with Zapier:

1. Automating customer portal creation: By setting up a Zap that listens for new leads or contacts in your CRM, you can automatically create new customer portals in PortalCX.

2. Automate notifying your customers (sms, email) of changes in their project stages, timelines and dynamic calls to action like scheduling or reviews.

3. Automating referral collection from PortalCX and pushing those referrals as leads or contacts into your CRM



These are just a few examples of how you might use PortalCX with Zapier, but the possibilities are almost endless! The main idea is to automate the process of creating, managing and updating customers by providing triggers and actions to be performed within the customer's portal in PortalCX.

Look for all of our Zapier articles to find more helpful examples of how to automate your customer experience with PortalCX and Zapier!

Click Here to find all of the integrations with PortalCX and Zapier

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