With the Zapier integration for Aligned, you can connect your workspace to thousands of other SaaS tools - including CRMs, Slack, Google Sheets, email platforms, and more - using no-code automation. Zapier lets you build Zaps that automatically trigger downstream actions based on buyer activity in your Aligned Rooms.
Plans: This feature is only accessible in the Pro and Enterprise Plans.
Permissions: Only Admins and up can connect Zapier to Aligned.
Alternative Ways to Connect Zapier
You can connect Zapier to Aligned from either platform - directly from Aligned, or while setting up a Zap in Zapier.
If you start from Aligned:
Log in to your Aligned account.
Go to the Integrations page.
Click Connect under Zapier.
Authorize access via Zapier’s.
Once connected, you can start building Zaps in Zapier.
If you start from Zapier:
If you're not signed in to Aligned, you’ll first be asked to log in. Once signed in, you’ll be prompted to approve the integration.
If you're already signed in to Aligned, you'll go straight to the approval screen.
Once approved, the connection is completed automatically - just as if you had connected it from Aligned directly.
What You Can Automate
Zapier uses Triggers and Actions to create automated workflows.
Available Triggers in Aligned:
Room Created → e.g. Auto-create a CRM deal or send internal alerts.
Room Visited → e.g. Log buyer engagement in CRM.
File Downloaded → e.g. Notify reps or update deal stages.
File Uploaded → e.g. Notify teams or log content uploads.
Task Completed → e.g. Update deal progress or trigger follow-ups.
Task Assigned → e.g. Notify users or sync tasks with external tools.
Available Actions in Aligned:
Create Room from Template → e.g. Auto-spin up a Room when a deal stage changes in your CRM.
Example Zaps:
When a room is visited → Send a Slack message.
When a file is downloaded → Add a note to CRM.
When a deal is marked "Closed Won" → Auto-create a post-sale Room from a template.
When a file is uploaded → Notify the sales team in Slack.
When a task is completed → Update the deal stage in the CRM.
When a task is assigned → Send an email or Slack notification to the assignee.
Note: Zapier only triggers on new events - historical actions are not captured retroactively.
Disconnecting the Integration
To disconnect Zapier from your Aligned account:
Go to Integrations in your account settings.
Locate Zapier and click Disconnect.
You may also remove access directly from your Zapier App Connections.
Known Limitations
Each Zap only works for new or updated data - it won’t run on past events.
Some triggers may use polling (instead of instant webhooks) depending on Zapier’s limitations.
Account Downgrades: If your plan drops below Pro, your Zapier integration will be disabled.
Note: Connecting the same tool (e.g. Slack) in both Aligned and Zapier may cause duplicate actions - make sure to manage one connection path to avoid conflicts.