Zapier

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Prerequisites

• An active Zapier account.
• An active API key from Connect-CRM. You can find out how to create an API key in the Rest API documentation.

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Steps to Connect-CRM with Zapier

1. Sign in to your Zapier account at zapier.com.
2. In Zapier, click on Create > Zap to start creating a new workflow.
3. Choose Connect-CRM as the app to connect. You can search for it in the search bar.

1. Select the desired trigger event from Connect-CRM (e.g., “Record Event Trigger”) and click Continue.

1. To use your connect-CRM account, you will need to give Zapier access using your API key. Click on Connect a new account and enter your Connect-CRM API key when prompted and click Yes, Continue.

1. Click Continue.
2. On the next screen, set up the trigger by selecting the desired options (e.g., Record Name, Operation) and click Continue.
3. Test the trigger to ensure it’s working correctly by clicking on Test trigger.
4. If all goes well, you should see a success message. Click Continue to proceed.