Connect Pursuit to Zapier to automate workflows between Pursuit and hundreds of external tools — CRMs, email sequencers, spreadsheets, project management, and more.

Connecting Zapier

1. Go to Settings → Integrations.

2. Find Zapier under Messaging & Automation.

3. Click Connect and follow the authentication flow.

Once connected, Pursuit becomes available as a trigger or action in your Zapier workflows.

Common Use Cases

• Push pipeline exports to a CRM that isn't Salesforce or HubSpot

• Send enriched data to Google Sheets for team-wide tracking

• Trigger email sequences when entities are exported from Research

• Notify a Slack channel when a specific type of export happens

• Feed data into a BI tool for custom reporting

Using Zapier with Webhooks

For more granular control, you can set up webhooks that push data from pipeline mode exports directly to a Zapier webhook URL. This lets you trigger Zaps based on specific export events.

See 📄 Setting Up Webhooks

Tips

• Start with a simple Zap (e.g., pipeline export → Google Sheet row) and expand from there.

• Test your Zap with a small export before running it on a full dataset.

• For direct Slack integration (Research Assistant), see 📄 Using the Pursuit Slack Research Assistant