TradeAtlas
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Integrations

Works with the CRM you already run

TradeAtlas is not another tool you have to check every day. When a referral partner sends you a lead, we can push it straight into your CRM via Zapier — no new dashboard, no new habit to build.

Setup takes about 20 minutes and needs a Zapier account (webhook triggers require Zapier's paid plan, currently starting around $20/mo — the recipes below are honest about that cost).

Setup recipes

Jobber

Field-service shops running Jobber for scheduling and client records.

  1. In Zapier, create a new Zap. For the trigger, search "Webhooks by Zapier" and choose Catch Hook.
  2. Copy the webhook URL Zapier gives you, then paste it into your TradeAtlas company page → Manage → CRM connection, and hit Save.
  3. Add an action step: search "Jobber" and choose Create Client (or Create Request, if you'd rather it land as a job request).
  4. Map the fields — TradeAtlas sends from.company_name, to.company_name, and referral.id in the webhook payload.
  5. Turn the Zap on. Click "Send test event" on your TradeAtlas manage page to confirm it lands in Jobber.

HubSpot

Shops using HubSpot's free or paid CRM for contacts and deals.

  1. Create a new Zap with a "Webhooks by Zapier" → Catch Hook trigger.
  2. Paste the generated webhook URL into TradeAtlas → Manage → CRM connection → Save.
  3. Add an action: search "HubSpot" and choose Create Contact (or Create Deal, if you track referrals as pipeline).
  4. Map from.company_name and to.company_name onto the contact/company fields you use.
  5. Turn the Zap on and use "Send test event" to confirm before relying on it for real referrals.

Google Sheets

Anyone without a CRM yet — a spreadsheet inbox works as a universal fallback.

  1. Create a Zap with a "Webhooks by Zapier" → Catch Hook trigger, and paste its URL into TradeAtlas → Manage → CRM connection.
  2. Add an action: search "Google Sheets" and choose Create Spreadsheet Row.
  3. Point it at a sheet with columns for date, from company, to company, and referral link.
  4. Turn it on — every referral partner you're sent now lands as a new row, no CRM required.

Slack or Email

Shops who just want a heads-up the moment a referral comes in.

  1. Create a Zap with a "Webhooks by Zapier" → Catch Hook trigger, and paste its URL into TradeAtlas → Manage → CRM connection.
  2. Add an action: "Slack" → Send Channel Message, or "Email by Zapier" → Send Outbound Email.
  3. Write the message using the from.company_name and to.company_name fields from the webhook.
  4. Turn it on. This pairs well with any of the recipes above — add it as a second action step on the same Zap.

What TradeAtlas sends

One JSON payload per referral partner event — write-only. TradeAtlas never reads anything back from your CRM.

{
  "event": "referral.created",
  "occurred_at": "2026-08-31T17:00:00.000Z",
  "source": "tradeatlas",
  "referral": { "id": "…", "type": "referral_partner" },
  "from": { "company_name": "Acme Plumbing" },
  "to": { "company_name": "Your Company" },
  "link": "https://tradeatlas.us/company"
}

Already have a company page? Find it in the directory and add your webhook URL under Manage → CRM connection.