Automation
Zapier
Setup time
5 minutes
Available on
Team and above
Triggers: request created, request merged, status changed, request shipped. Actions: create request, add quote, update status.
Common Zaps post shipped requests to a changelog tool or add new enterprise requests to a spreadsheet for account reviews.
What syncs
New requests, with the original message
Account, plan and revenue fields
Status changes in both directions
A reply when the request ships
Setup
Open Settings → Integrations
Pick the integration and sign in with an admin account.
Choose what counts
Select the tags, forms or channels that should become requests.
Map revenue
Point Cadrell at the field that holds ARR or plan, then run the first import.
Intercom
Every conversation tagged as feedback becomes a request, with the customer and plan attached.
Zendesk
Link tickets to requests from the sidebar and close the loop in the same ticket.
HubSpot
Attach deal value, lifecycle stage and owner to every request automatically.
Stripe
Use real subscription revenue to weight requests instead of a CRM estimate.