Sortlist

Thibaut Vanderhofstadt

Kevin Boyer

Connect Sortlist to your CRM and tools, and automate your lead workflow.

Integrations & Automation

🚀 Introduction, Sortlist Integrations Guide

🪄 Module 1: Never Miss a Lead

Auto-log your applied opportunities into Google Sheets.

📊 Module 2: Export Your Opportunities into Google Sheets

✨ Module 3: Sell Smarter

Trigger: Sortlist — Opportunity Application Sent → HubSpot (Deals, Contacts, Companies)

📘 Module 4: Sync Your CRM Like a Pro

⚡🤖 Module 5: The Advanced Sales Guru Stack

🧙Module 6: Become the Magic Wizzar

A step by step course to automate your Sortlist lead and sales workflow.

Integrations course

Use Sortlist’s Opportunity Received trigger in Zapier to react faster, qualify better, and keep your CRM clean.

Opportunity Received Explained

When Sortlist sends you an Opportunity Applied trigger, you get detailed project and company data to automate applications, enrich your CRM, and track credit spend.

Opportunity Applied Explained

When Sortlist sends an Opportunity Application Sent trigger, your application has reached the client. Anonymity is lifted — you now get full project details, company info, and direct contacts to…

Opportunity Application Sent Explained

Get notified instantly when a new message is received

Direct Message Received Explained

The Apply on Opportunity action in Zapier lets you automatically apply to a Sortlist project.

⚡️ Sortlist Action: Apply on Opportunity

Understand Sortlist's live triggers and actions to build your automations.

Triggers and actions

Set up Sortlist WhatsApp alerts in Zapier to get instant notifications for new opportunities, with step-by-step setup and troubleshooting.

📲 How to Send Sortlist Notifications to WhatsApp with Zapier

Build your Sortlist AI DM Concierge to handle your Direct Message for you.

💬 Never Miss a Lead Again: Introducing the Sortlist AI DM Concierge

How to create an AI Agent that reacts to new Sortlist direct messages

⚙️ How to Build your AI SDR Assistant in Zapier

⚡ Connect Sortlist to your favorite tools for developers

Sortlist Webhooks – Guide for developers

Make.com integration is live alternative to Zapier.com for Sortlist

Guide: Building Your First Sortlist Integration on Make.com

How to automatically send my Sortlist opportunities to my CRM?

Getting started with CRM integration

Connect Sortlist to Zapier, Make, your CRM, WhatsApp, and other tools.

Tools and connections

List my agency

Launch a project on Sortlist

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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