Zapier Integration Guide

With 6,000+ app integrations available, Zapier transforms Kruncher from a standalone analysis tool into the intelligent backbone of your entire investment operation. 

Kruncher + Zapier: What is Possible 

Connect  Kruncher to Everything with Zapier 

Zapier's strength lies in its universal compatibility. When integrated with Kruncher, your investment intelligence can flow to and from virtually any business application (including but now limited to): 

Communication Tools: Slack, Microsoft Teams, Discord, Telegram 
Productivity Suites: Google Workspace, Microsoft 365, Notion, Airtable 
CRM Platforms: Salesforce, HubSpot, Pipedrive, Attio, Affinity 
Email Marketing: Mailchimp, ConvertKit, Campaign Monitor 
Document Management: Dropbox, OneDrive, Box, Google Drive 
Project Management: Asana, Trello, Monday.com, ClickUp 
Social Media: LinkedIn, Twitter, Facebook, Instagram 
Financial Tools: QuickBooks, Xero, Stripe 

Two-Way Connections

From Kruncher to Your Workflow(s): 

• Company analysis reports automatically create records in your CRM
• Market alerts post directly to your Slack channels or Teams
• Investment memos generate tasks in your project management tools
• Portfolio updates sync to your spreadsheets and databases 

To Kruncher from Your Workflow(s): 

• New CRM contacts trigger new company reports in Kruncher
• Calendar meetings with founders initiate company research workflows
• Document uploads in shared folders prompt relevant market intelligence

Popular Integration Scenarios 

Communication Automation

• Slack: Portfolio alerts, deal notifications, team updates
• Microsoft Teams: Investment committee coordination, research sharing
• Email: Automated follow-ups, investor updates, LP communications

Data Management 

• Google Sheets: Portfolio tracking, deal pipeline management, reporting dashboards
• Airtable: Comprehensive company databases, relationship tracking
• Notion: Knowledge base updates, investment memo storage 

Productivity Enhancement

• Calendar: Automatic meeting prep with company intelligence
• Task Management: Project creation, deadline tracking, follow-up reminders
• Document Storage: Organized filing, version control, team access

Example Zaps that Involve Kruncher

Deal Flow Automation

Trigger: New email in Gmail with "pitch deck" attachment

Actions:

1. Extract company information from email
2. Send to Kruncher for analysis
3. Create deal record in Pipedrive with Kruncher scores
4. Post summary to Slack deal flow channel

Due Diligence Prep

Trigger: Deal moves to "Due Diligence" stage in CRM 

Actions:

1. Generate comprehensive Kruncher analysis
2. Create Google Doc with investment memo template
3. Add to shared calendar with committee members
4. Send preparation checklist via email

Integrate Kruncher with Zapier

For now, you would need to build a custom integration in Zapier to start connecting Kruncher to your other tools. 

Read this in-depth article about building custom integrations in Zapier. 

Once the integration has been built and authenticated, you need to configure Trigger(s) and Action(s) in Zapier. 

Customize how Kruncher can operate and enrich your current workflows with maximum flexibility by letting our technical team understand the tools you use in your workflow and help you configure Zapier to work with Kruncher.

Reach out to info@kruncher.ai and we will get back to you as soon as possible.