Connecting Recrevio with External Tools (via Zapier & Make)

Recrevio integrates with powerful external automation platforms that allow you to connect your project to hundreds of other tools and systems — without writing any code.

These platforms are commonly referred to as automation platforms, integration platforms, or no-code workflow tools. They act as a bridge between Recrevio and other apps, enabling data and events to flow automatically between systems in real time.

With external automation platforms, Recrevio can both send data to and receive data from other tools — making it possible to build flexible, cross-platform workflows that go far beyond native integrations.

Recrevio currently supports two leading platforms:

• Make (formerly Integromat)
• Zapier

Each platform offers a slightly different approach to automation, but both integrate deeply with Recrevio and support two-way workflows.

What Can You Do with External Automation?

External automation platforms allow you to:

• Trigger actions in other tools when something happens in Recrevio

  For example: new order → create invoice in accounting software

• Trigger actions in Recrevio when something happens in another system

  For example: new CRM lead → create or update contact in Recrevio

• Build workflows that span multiple platforms

  For example: form → CRM → spreadsheet → email → internal system

• Extend functionality beyond native integrations

  Connect to tools that Recrevio doesn’t integrate with directly

• Handle advanced logic, branching, delays, and data transformation

Two-Way Automation (Important to Understand)

External automation works in multiple directions:

• Recrevio → Other platforms

  Use events in Recrevio as triggers to perform actions elsewhere.

• Other platforms → Recrevio

  Use external events to trigger actions inside Recrevio.

• Recrevio → Recrevio (advanced use cases)

  In some scenarios, automation platforms can be used to orchestrate advanced internal workflows using triggers, actions and Recrevio’s API.

This flexibility makes external automation platforms extremely powerful – especially in more complex setups.

When Should You Use External Automation Platforms?

Use external automation platforms if you:

• Need to connect Recrevio to tools without native integrations
• Want to automate workflows across multiple systems
• Work with CRMs, accounting tools, spreadsheets, or internal systems
• Need advanced logic, branching, or conditional flows
• Want fine-grained control over data flow, timing, and transformations
• Build custom or company-specific automation workflows

Typical examples include:

• Syncing data with external CRMs
• Sending data to Google Sheets or databases
• Integrating with finance, ERP, or HR systems
• Automating internal processes across tools

When Native Recrevio Tools Are Enough

If your needs are mainly focused on:

• Email, SMS, WhatsApp, or Voice messaging
• Campaigns and marketing automation
• Onboarding and nurture flows
• Sales tracking and analytics
• Contact management and segmentation

…then Recrevio’s native Marketing and Automation tools are usually the simplest, fastest, and most powerful option.

Native tools are tightly integrated, easier to maintain, and include built-in analytics and sales tracking — without requiring external setup.

Choosing Between Zapier and Make

Zapier and Make both integrate deeply with Recrevio, but they are designed for slightly different types of workflows.

While they overlap in many areas, the available triggers and actions are not identical.

Make generally offers a more extensive set of actions, deeper data control, and more flexibility, while Zapier focuses on speed, simplicity, and ease of use.

Choose Zapier if you want:

• Fast setup with minimal configuration
• Simple, linear workflows
• Low technical complexity
• Quick connections between common apps
• Easy “if-this-then-that” automations

Zapier is ideal when you want to get automations running quickly with as little friction as possible.

👉 Learn more: Zapier Integration with Recrevio

Choose Make if you want:

• A larger and more detailed set of triggers and actions
• Visual workflow design with full control
• Advanced logic, branching, and conditions
• Data transformation and mapping
• Scalable, multi-step, or high-volume automations

Make is best suited for advanced workflows, internal systems, and complex business logic.

👉 Learn more: Make Integration with Recrevio

Using Both Platforms

Many businesses use both Zapier and Make for different purposes:

• Zapier for quick, simple automations
• Make for advanced scenarios and complex workflows

You can choose the right tool per use case – and even run them side by side within the same Recrevio project.

Summary

External automation platforms let you extend Recrevio far beyond native integrations by connecting it to hundreds of other tools – in both directions.

Use them when you need:

• Cross-platform workflows
• Advanced automation logic
• Custom or internal system integrations

For marketing, messaging, and analytics, Recrevio’s native tools are often all you need.

For everything else, Zapier and Make give you the flexibility to build exactly what your workflow requires 🚀