Put your busywork on autopilot
Zapier links Cooledge with more than 7,000 apps. Send new leads to your CRM, post won jobs to Slack, add paid invoices to a spreadsheet or spin up a booking from a form. When something happens in Cooledge, Zapier can carry it anywhere, and it can push new records straight back into Cooledge too.
- No code and no developer needed
- Real-time triggers on the events that matter
- Create customers, leads, bookings and quotes from any app
- Secured with your own Cooledge API key
Quote paid in Cooledge
$4,850 — John & Sarah Smith
Posted to Slack & your CRM
Automatically, in seconds
Triggers and actions
Start a Zap when something happens in Cooledge, or let another app create records for you
Triggers
When this happens in Cooledge
- New customer
- New lead
- Lead converted
- Lead won
- Quote sent
- Quote accepted
- Quote paid
- Invoice sent
- Invoice paid
- Booking created
Actions
Create records in Cooledge from any app
- Create customer
- Create lead
- Create booking
- Create quote
- Add invoice line
- Send invoice
- Find customer
Popular ways to use it
A few Zaps tradespeople set up first
Sync leads to your CRM
Send every new Cooledge lead to HubSpot, Pipedrive or your CRM of choice so nothing slips through.
Turn form entries into bookings
Take a Typeform, Jotform or website enquiry and create a Cooledge booking automatically.
Log paid invoices to a sheet
Add each paid invoice to Google Sheets or Airtable for reporting and reconciliation.
How to get access
The Zapier app is invite-only while in beta. It is not in the public Zapier directory yet, so you cannot find it by searching Zapier on your own.
Request access
Ask to join from Settings → Integrations in your Cooledge portal, or get in touch with us.
Accept your invite
We send an invite to your Zapier account. Open it, add a Cooledge connection and paste your API key.
Build your first Zap
Pick a Cooledge trigger or action and connect it to any of the apps you already use.
Ready to streamline your business?
Try free for 14 days. Create professional quotes and manage jobs in minutes. No credit card required.