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 sign up and give us 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 and integrate them with our CRM software.
By integrating your multiple applications together and automating data flows you’ll save time moving data around, 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 a Gravity form, 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
How Zapier Works
Zapier integrations work using Triggers and Actions. Example Triggers would be a new Contact being created in your CRM, or a new email arriving in Gmail. Actions could be creating a Task in your CRM, 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, then are almost unlimited ways to combine then into Zaps to save you time by automating your data flows.
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 firstname.lastname@example.org.