Integrate your CRM with Zapier

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Zapier CRM System Integration is now on Beta

We’re excited to announce that a Zapier integration to our CRM is now available for customers to trial, and we are looking for people who would like to signup and provide feedback.

What is Zapier?

Zapier.com is an integration platform that enables users to pass data back and forth between their cloud applications. With over 1,000 cloud applications on their platform, Zapier is a fantastic tool for connecting all the different applications you use to drive your business by integrating them with our CRM software.

By integrating your applications and automating data flow, you’ll save time, get instantly updated information, reduce the opportunity for data to be missed or corrupted, and ultimately serve your customers in a more timely and professional manner.

  • For example, you could automatically:

    • Pass new Contacts in your CRM to MailChimp
    • Create an Account and Contact in your CRM from Gravity Forms, together with a Task
    • Add new Contacts to your CRM from your Facebook ads
    • Create a Task in the CRM when you receive an email from Gmail
  • Zapier Logo crm integration

How Zapier Works

Zapier integrations work using Triggers and Actions. An example of a Trigger might be a new Contact being created in your CRM, or a new email arriving in Gmail. An Action could be the creation of a Task in your CRM, or adding data to a spreadsheet or sending an SMS message. Put together a Trigger and one or more Actions and you have a “Zap”.

For example, you could easily pass new Contacts to MailChimp from your CRM using the Really Simple Systems New Contact trigger.

Another more sophisticated example would be a Zap that adds a Task in your CRM when an email arrives. This could be achieved by using the Gmail New Email trigger, which would drive an Action to find the relevant Contact in your CRM, then another action to find the Account, and finally Create a Task for that Account.

With over 1,000 cloud applications on the Zapier platform, each with multiple Triggers and Actions, there are almost unlimited ways to combine then into Zaps, saving you time by automating your data flow.

If you are interested in trialling our Zapier integration, or have suggestions as to what other cloud applications you’d like to use Zapier to integrate to, drop us a line at zapier@reallysimplesystems.com.

About the Author

John Paterson

John Paterson

John is the CEO and Founder of Really Simple Systems