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Connect RevDesk to over 8,000 apps through Zapier. Create automated workflows that trigger when calls happen, appointments get booked, or leads are qualified.

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What it does

  • 8,000+ app connections - Connect to virtually any tool
  • No-code automation - Build workflows without coding
  • Trigger on events - Start workflows from RevDesk events
  • Send data to RevDesk - Push data from other apps

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Available triggers

Use these RevDesk events to start Zaps:

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CRM sync

RevDesk → Google Sheets Log every call to a spreadsheet for analysis

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Lead routing

RevDesk → Email Send qualified leads to your sales team instantly

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Follow-up sequences

RevDesk → Mailchimp Add new contacts to email sequences

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Team notifications

RevDesk → Microsoft Teams Post to Teams when appointments are booked

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Log to a spreadsheet

RevDesk → Google Sheets Append a row for every call or booking

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Setup

1

Create a Zap

Go to zapier.com and click “Create Zap”
2

Choose RevDesk as trigger

Search for “RevDesk” in the trigger apps
3

Select trigger event

Choose which RevDesk event starts your workflow
4

Connect your account

Sign in to RevDesk when prompted
5

Add actions

Choose what happens when the trigger fires
6

Turn on your Zap

Test and activate your automation

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Data available in Zapier

Each trigger includes relevant data: Call events include:
  • Caller name, phone, email
  • Call duration and timestamp
  • Call outcome and disposition
  • Transcript and recording links
  • Custom fields you’ve configured
Appointment events include:
  • Customer details
  • Appointment date and time
  • Service type
  • Location or video link
  • Notes from booking

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Example workflows

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Qualified lead → Close deal

  1. Trigger: Lead Qualified in RevDesk
  2. Action: Create deal in Pipedrive
  3. Action: Send email to sales rep
  4. Action: Add to follow-up sequence

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Appointment booked → Full automation

  1. Trigger: Appointment Booked
  2. Action: Add to Google Calendar (backup)
  3. Action: Send confirmation email
  4. Action: Create Trello card for prep
  5. Action: Notify team in Slack

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Requirements

  • Zapier account (Free tier works, paid for multi-step)
  • RevDesk account
  • No additional cost from RevDesk

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Troubleshooting

Check that your Zap is turned on and the trigger event matches your expectations.
Make sure all required fields are available. Test with a real event, not sample data.
Reauthorize the RevDesk connection in Zapier’s Connected Accounts.

Create a Zap

Start building automations now