Connect telecrm and Zeffy
Integrate telecrm with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in TeleCRM when When a new campaign is created in Zeffy
Update Lead Details in TeleCRM when When a new campaign is created in Zeffy
Search Leads in TeleCRM when When a new campaign is created in Zeffy
Create Lead in TeleCRM when When a new contact is created in Zeffy
Update Lead Details in TeleCRM when When a new contact is created in Zeffy
Popular telecrm + Zeffy flows
Start from a real workflow other teams are already running.
Choose a trigger
telecrm
When this happens...
When a lead is updated
New Lead Is Created
Choose an action
Zeffy
Automatically do this!
Find Payments
Get Payment Details
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Lead in TeleCRM when When a new campaign is created in Zeffy
Use this flowUpdate Lead Details in TeleCRM when When a new campaign is created in Zeffy
Use this flowSearch Leads in TeleCRM when When a new campaign is created in Zeffy
Use this flowCreate Lead in TeleCRM when When a new contact is created in Zeffy
Use this flowUpdate Lead Details in TeleCRM when When a new contact is created in Zeffy
Use this flowSearch Leads in TeleCRM when When a new contact is created in Zeffy
Use this flowFind Payments in Zeffy when When a lead is updated in TeleCRM
Use this flowGet Payment Details from Zeffy when When a lead is updated in TeleCRM
Use this flowList Contacts from Zeffy when When a lead is updated in TeleCRM
Use this flowFind Contact in Zeffy when When a lead is updated in TeleCRM
Use this flowSupported Triggers & Actions
Everything you can automate between telecrm and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
When a lead is updated
Runs the workflow automatically whenever any lead is updated in the account.
New Lead Is Created
Runs when new lead is created
When a new campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create Lead
Add a new lead or update an existing lead by phone; optionally set name, email, status, rating, assignee, and add payment or custom actions.
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Find Payments
Retrieve donations and other payment transactions, with optional filters for donor, campaign, status, type, currency, date range, and pagination.
Get Payment Details
Retrieve details for a specific Zeffy payment by its ID.
List Contacts
Get contacts from Zeffy with optional email and date filters and pagination.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating telecrm and Zeffy free
No credit card required. Set up your first workflow in minutes.
Similar apps
About Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools to help nonprofits raise more while keeping every dollar.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your telecrm and Zeffy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between telecrm and Zeffy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zeffy. No coding required.
Yes. You can set up a workflow where telecrm triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in telecrm. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between telecrm and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire telecrm and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
