What is Zapier

Zapier is a web-based automation tool that allows users to connect different apps and services to automate workflows without needing to write any code. It works by setting up "Zaps," which are automated workflows consisting of a trigger and one or more actions.

Setting Up Zapier in Sales CRM

To set up Zapier in Sales CRM you will first need to head to the integration page of Sales CRM and then click on Zapier

Open

Once that is done, click on “enable” which you can find on the upper-right section of the screen. This will allow you to complete the setup steps as indicated.

Open

Step 1: Copy API Key

You can directly copy your API key and use it on the Zapier Platform in order to connect the two apps together. There is a “Copy” icon that you can use to easily copy your key.

*If the API key appears grey and no “key” shows up, you just need to refresh the page.

Step 2: Setup API key for Zapier

Click “Connect to Zapier”. This will open up Zapier (you will need to be connected to your account for this step to work).

Allow Zapier to access your Account

Copy your Sales CRM API key in the slot

Step 3: Done!

Once the two apps have been connected to each other with the API keys, you can proceed to use the Zaps Template (Coming Soon).

How to use a Zap Template (Coming soon)

Creating your own Zaps

You can create your own Zaps using the following Triggers and Actions. For more information, you can always visit our API page (TBD)

Triggers

Help users find new data as soon as it’s available in your app. Triggers connect to webhooks or polling endpoints.

Tabs

App & Event

When you have a trigger, you will first need to confirm in the App & event tab that you have selected the right app (Sales CRM) and event (the one you chose, but you can change it from a drop-down list).

Account

You will then need to connect your Sales CRM account to Zapier, if that hasn’t been done already (copy your Sales CRM API key into it).

Trigger

Each event will have their own respective triggers. You can see them below.

Pipeline Members (Pull)

This trigger will provide a list of member in a specific Pipeline.

Steps

1. In the Trigger, select your pipeline of choice.

2. Test your trigger, this will then load your pipeline members from the specific Sales CRM Pipeline. You can then select the one you want and proceed with your action

Pipeline (Pull)

This trigger will provide a list of your pipelines

Step

1. Test your trigger, this will then load your pipelines from Sales CRM. You can then select the one you want and proceed with your action

Label lists (Pull)

Return a list of Label by objectType [SALE,CONTACT,COMPANY,ACTIVITY]

Steps

1. In the Trigger tab, choose your Sales CRM account and the object type you want to retrieve a list of labels from (Sales, Contact, Company, Activity)

2. Test your trigger, this will then load your pipelines from Sales CRM. You can then select the one you want and proceed with your action

Jira Issues (Pull)

Retrieves a list of Jira issues in your Pipeline

Steps

1. In the Trigger tab, choose your Sales CRM Pipeline and the associated Projects you want to retrieve a list of issues from.

2. Test your trigger, this will then load your Jira Issues from the associated Projects used in the Sales CRM pipeline . You can then select the one you want and proceed with your action

Pipeline Projects (Pull)

Retrieves a list of Jira projects in Pipeline

Steps

1. In the Trigger tab, choose your Sales CRM Pipeline

2. Test your trigger, this will then load your deals (referred to here as pipeline projects) from the associated Sales CRM pipeline . You can then select the one you want and proceed with your action

Pipeline Fields (Pull)

Retrieves a list of fields in pipeline

Steps

1. In the Trigger tab, choose your Sales CRM Pipeline and the object type you want to retrieve a list of labels from (Sales, Contact, Company)

2. Test your trigger, this will then load your fields from Sales CRM. You can then select the one you want and proceed with your action

Search Items (Pull)

Retrieves a list of search items [DEAL, CONTACT, ACCOUNT]

Steps

1. In the Trigger tab, choose your Sales CRM Pipeline and the object type you want to retrieve a list of labels from (Sales, Contact, Company) and keyword (not required)

2. Test your trigger, this will then load your fields from Sales CRM. You can then select the one you want and proceed with your action

New Item

Triggers when a new item (Deal, Contact or Account) is created in Sales CRM

Steps

1. In the Trigger tab, choose your Sales CRM Pipeline

2. Test your trigger, this will then load your fields from Sales CRM. You can then select the one you want and proceed with your action

Actions

Help users write data back to your integration. Actions create or update records through your API.

Tabs

App & Event

When you have an action, you will first need to confirm in the App & event tab that you have selected the right app (Sales CRM) and event (the one you chose, but you can change it from a drop-down list).

Account

You will then need to connect your Sales CRM account to Zapier, if that hasn’t been done already (copy your Sales CRM API key into it).

Action

Each event will have their own respective actions. You can see them below.

Create Deal Item

As an action, you can have it as a sort of “Then” statement. For example, every time a new Calendly meeting is booked, then a new deal can be created.

Action

• Pipeline (Required): Select the Pipeline that you want to sync with - this should be the pipeline that you enabled the Zapier integration!

• Object Type (Required): will be SALE by default (which is a deal in Sales CRM)

• Name (Required): Name of the deal → You can choose dynamic field from the app you’re syncing from

• Estimated Revenue: You can choose dynamic field from the app you’re syncing from

• Stage: You can choose from Won, Lost, or Unqualified

• Status: You can choose between Open or Closed

• Owners: You can choose from the members of the Pipeline

• Labels: You can choose from the existing labels of the Pipeline

• Jira Issue: The Jira issue. *At this time, there are no Jira Issue Picker.

Update Field Item

Allows you to update a field in a deal, account, or contact. You should be able to also update custom fields

Action

• Pipeline (Required): Select the Pipeline that you want to sync with - this should be the pipeline that you enabled the Zapier integration!

• Object Type (Required): You can choose from SALE, CONTACT, or COMPANY

• Search Issues (Required) :

• Item ID (Required): Will vary depending on if you chose Sale/Contact/Company

• Field ID (Required): The field to Update (Drop-down list)

• Field Value (Required): The value you want to update the field to

Create Account Item

An Action to create an account in Sales CRM. You should be able to also update custom fields

• Pipeline (Required): Select the Pipeline that you want to sync with - this should be the pipeline that you enabled the Zapier integration!

• Object Type (Required): will be Company by default (which is an account in Sales CRM)

• Name (Required): Name of the deal → You can choose dynamic field from the app you’re syncing from

• Labels: You can choose from the existing labels of the Pipeline

• Owners: You can choose from the members of the Pipeline

• Email: Email of the account→ You can choose dynamic field from the app you’re syncing from

• Phone number : Phone number of the account→ You can choose dynamic field from the app you’re syncing from

• Website: Website of the account → You can choose dynamic field from the app you’re syncing from

• Street: Street of the account → You can choose dynamic field from the app you’re syncing from

• City: City of the account → You can choose dynamic field from the app you’re syncing from

• State: State of the account → You can choose dynamic field from the app you’re syncing from

• Country: Country of the account → You can choose dynamic field from the app you’re syncing from

• Post Code: Postal Code of the account → You can choose dynamic field from the app you’re syncing from

Create Contact Item

An Action to create a Contact in Sales CRM. You should be able to also update custom fields

• Pipeline (Required): Select the Pipeline that you want to sync with - this should be the pipeline that you enabled the Zapier integration!

• Object Type (Required): will be Contact by default (which is a contact in Sales CRM)

• Name (Required): Name of the deal → You can choose dynamic field from the app you’re syncing from

• Email: Email of the contact → You can choose dynamic field from the app you’re syncing from

• Phone : Phone number of the contact → You can choose dynamic field from the app you’re syncing from

• Owners: You can choose from the members of the Pipeline

• Labels: You can choose from the existing labels of the Pipeline

Zapier Use Cases (Coming soon)