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Zapier connects Octolane to over 5,000 apps, letting you automate data flows and trigger actions across your entire tool stack.

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What you can do

Triggers (when something happens in Octolane):
  • New deal created
  • Deal stage changed
  • New contact added
  • Form submission received
  • Signal identifies a new company
Actions (do something in Octolane):
  • Create a deal
  • Create or update a contact
  • Add a note to a record
  • Update a deal stage

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Example automations

  • When a new deal is created in Octolane → send a Slack notification to your sales channel
  • When a lead fills out a Typeform → create a contact in Octolane
  • When a deal moves to “Closed Won” → create an invoice in Stripe
  • When a new contact is added in Octolane → add them to a Mailchimp audience

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Setting it up

  1. Go to zapier.com and search for “Octolane”
  2. Choose a trigger or action
  3. Connect your Octolane account via API key (found in Settings → Integrations → Zapier)
  4. Build your automation and turn it on