Zapier Integration Phase 2

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Increase Efficiency and Productivity with Zapier Integration

  • This week we’ve launched the second phase of our integration with Zapier.com. Since our initial Zapier launch in January, we’ve created more Triggers and Actions that will help you increase efficiency and productivity in the workplace.

    The Zapier.com platform lets you integrate your Really Simple Systems CRM with over 1,000 cloud applications,

  • Zapier illustration logo

so you can create automated workflow between the systems you use.

By setting up Triggers, Actions and Searches you can automatically pass data between your apps. For example, if you are using an external email marketing system, like Mailchimp, you’ll want to pass any new leads from your CRM to the email app.

In this scenario, the creation of a new lead in the CRM would be the workflow Trigger to commence a “Zap”. You could then set up an Action in Zapier telling it what to do with the new contact, for example, add it to a mailing list in Mailchimp.

You can then map fields from your CRM to pass over the data required, e.g. the email address.

More Triggers and Actions

With this new release, you can now create the following five Triggers:

  • New Contact
  • New/Updated Account
  • New Activity
  • New Task
  • New/Updated Opportunity

And these eight Actions:

  • Create Account
  • Create Contact
  • Create Task
  • Create Activity
  • Create Opportunity
  • Update Dropdown List
  • Find Account
  • Find Contact

You can find out more about how to connect your CRM and other app through Zapier in our Customer Support Hub. Or join us at our 2019 CRM User Conference when Zapier Certified Expert, Kelly Goss, will be presenting.

About the Author

Helen Armour

Helen Armour

Helen is the Marketing Manager at Really Simple Systems, a Member of the Chartered Institute of Marketing and Chartered Marketer.