Refiner + Simpro Integration

Connect Refiner to Simpro in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Refiner + Simpro Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Refiner + Simpro Integration

Create Simpro individual customer for new Refiner form submission

When someone completes your Refiner, a new individual customer is automatically created in your Simpro. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new individual customer, so you don't have to waste time manually entering data. Thus, having a Refiner - Simpro integration set up makes it easy to manage your customer relationships and grow your business.
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Refiner Automations from
Integrately Community

Just click on the workflow you want to automate

Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
Activate
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
Activate
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission

Top 10 Most Popular Simpro Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
Simpro logo
Create simPRO individual customer for new WordPress user
02
Shopify logo
Simpro logo
Create simPRO individual customer from new Shopify customer
03
Simpro logo
Google Calendar logo
Create Google Calendar event for new simPRO individual customer
04
Google Sheets logo
Simpro logo
Create simPRO individual customer for new Google Sheets row
05
CompanyHub logo
Simpro logo
Create simPRO individual customer for new CompanyHub record
cloud
Simpro
app integration
06
Bubble logo
Simpro logo
Create simPRO individual customer for new Bubble data thing
07
PostgreSQL logo
Simpro logo
Create simPRO individual customer for new PostgreSQL row
08
Shoplazza logo
Simpro logo
Create simPRO individual customer from new Shoplazza customer
09
Simpro logo
Bubble logo
Create Bubble data thing for new simPRO individual customer
10
Simpro logo
PostgreSQL logo
Create PostgreSQL row for new simPRO individual customer
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Refiner or Simpro With 1400+ Other Apps

Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.
Simpro
Simpro
simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.