Peasy Sales Zapier integrationAutomate Peasy Sales with Zapier.
Peasy Sales Zapier integration: 3 triggers, 2 actions, 0 searches. Peasy Sales is where a sales team talks to its customers. On Zapier, new and updated contacts start a Zap instantly, the inbox list is checked on a timer, and two actions send a message or add a contact.
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What the Peasy Sales Zapier integration does
The Peasy Sales Zapier integration links the contacts and inboxes of your sales messaging app to the rest of your stack of tools. A Zap (an automation built from one trigger and one or more actions) can start when a contact is created or updated in Peasy Sales, then send a message from one of your inboxes or push a contact in from another app.
A CRM that knows every new contact. New Contact can copy each contact created in Peasy Sales into the CRM or sheet your managers report from, so nobody exports lists by hand or retypes a name.
A first message that leaves on its own. Send Message posts from the inbox you select, so a lead captured by a web form or a booking tool can get a reply through Peasy Sales without a rep typing it.
One contact base, fed from everywhere. Create Contact adds a contact to Peasy Sales, or updates the existing one, from a form, an ads platform or another CRM.
What Zapier does not do here: there is no search, so a Zap cannot look up a contact or a conversation before acting, and nothing reads incoming messages. Inbox List, the third trigger, is checked on a timer, unlike the two contact triggers. Everything else stays inside Peasy Sales. To weigh Zapier against other platforms, see Make vs Zapier or n8n vs Zapier.
Zapier terms, one line each
Seven words come back on every Zapier screen. Here they are once, in plain terms.
- Zap
- The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts a Zap, such as a new contact in Peasy Sales. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes, sends or moves something, like sending a message from an inbox.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan counts those and nothing else.
- Instant vs polling
- An instant trigger is reported by the app when the event happens; a polling trigger is checked on a timer. Peasy Sales has two instant, one polling.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Connection
- Your Peasy Sales account linked to Zapier once, then reused by every Zap step that touches Peasy Sales.
What a Peasy Sales Zap costs
Peasy Sales is not reserved for paid plans: it works on the free plan.
- TriggersNever cost a task
- Successful actionCounted, one by one
- Failed actionNot counted
- Free plan100 tasks a month, two-step Zaps
Triggers never cost a task, and Zapier checking Inbox List for news is free too. Each Send Message or Create Contact that goes through is counted on its own; one that fails is not. The free plan gives 100 tasks a month, but only two-step Zaps: one trigger, one action. A filter or a second action makes the Zap multi-step, which needs a paid plan. The interval grid below only concerns Inbox List: New Contact and Update Contact are instant.
Connect Peasy Sales in three steps
- 01
Open Apps and add a connection
In Zapier, open the Apps page and click + Add connection. A dialog with a search box appears. You need a Peasy Sales account, plus access to any inbox or contact you do not own but want the Zap to touch.
- 02
Pick Peasy Sales and sign in
Search for Peasy Sales, select it, then click Add connection. A new tab opens: sign in with the account whose inboxes your Zaps should send from, not a rep's personal test login.
- 03
Grant access
Peasy Sales asks you to let Zapier use the account. Accept. Every Peasy Sales step in every Zap then reuses this connection, so you do it once per account.
Your first Zap: greet qualified new contacts
GoalEach new Peasy Sales contact that meets your condition gets a first message from the inbox you choose.
- 01
Build: pick the trigger
Start a new Zap, choose Peasy Sales as the app and New Contact as the event, then select your Peasy Sales connection. The editor shows a lightning bolt: the trigger is instant.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of the connected account, so you build the next steps on a real contact and see what it carries.
- 03
Add a filter
From the plus icon, add a Filter step and set the field, the rule and the value. Pick the rule type that matches the data. The filter makes the Zap multi-step, so it needs a paid plan.
- 04
Add Send Message
Add Peasy Sales with Send Message, select the inbox to send from and write the message, inserting values from the test contact. Test the step once and read what came back.
- 05
Publish
When the test message looks right, click Publish to switch the Zap on. Only contacts created after that point will receive it.
Peasy Sales triggers
3 events start a Zap when something happens in Peasy Sales, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
Inbox List
Polling triggerIn Zapier“List of inbox name and channel_id”
Watches the list of inboxes in your Peasy Sales account, each with its name and channel identifier, and starts a Zap when Zapier finds one it has not seen before.
New Contact
Instant triggerIn Zapier“When a new contact is created”
A contact created in Peasy Sales starts the Zap, which is the cleanest way to get every new prospect out of the messaging app and into your CRM, your sheet or your welcome sequence.
Update Contact
Instant triggerIn Zapier“When a contact is updated”
Any edit to an existing contact can open a Zap, so a corrected phone number or a changed name follows the person into the other tools that hold a copy.
Peasy Sales actions
Peasy Sales gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Send Message
ActionIn Zapier“Send a message using the selected inbox.”
Sends a message from the inbox you pick in the step, with its text built from what earlier steps carried, so nobody on the team has to type it.
Create Contact
ActionIn Zapier“Add a new contact into your Peasy Sales account, or update an existing contact.”
Adds a contact to Peasy Sales, or updates it when it already exists, from data carried by an earlier step.
When a Peasy Sales Zap breaks
Zapier ties no help article to Peasy Sales, so the cases below are the general limits that apply to any Zap built on it.
None of them shows up as an error in Peasy Sales. They show up as a message never sent, a contact missing from the CRM, or a task count climbing too fast. When you are stuck, start from the Zapier troubleshooting page.
The contact loop
Update Contact or New Contact followed by Create Contact on the same account writes where the trigger watches. The Zap sets itself off again and burns tasks.No catch-up on the past
A Zap only reacts to what happens after you switch it on. Contacts and inboxes created before you publish never go through it; moving them is a separate job.Flood protection after a bulk import
Importing a big contact file at once can make a trigger return a huge batch. Zapier may hold it back instead of running every contact through the Zap.Inbox List counts each inbox once
Zapier remembers which inboxes it has already seen on this polling trigger, so the same inbox does not start the Zap twice.
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