Please note: Our Zapier App is in Preview at the moment, so isn't published in the Zapier App Directory yet. Currently, you'll need to use the invitation link to use it. Read on to learn more about how to get an invitation link.
We're working hard to get it published, but it's worth noting that as the App is in Preview, our team is still making a few tweaks here and there to make it even better. Whilst it's in Preview, the functionality the App offers may change, we'd recommend keeping up to date with the release notes to stay informed of any changes.
What is Zapier?
Zapier is an online platform that helps you automate workflows by connecting your apps and services you use. Here's their guide on how it works.
For example, using Zapier for Prospect CRM, you could:
Have new Tasks automatically create a calendar event in Google Calendar
Get Slack notifications when a CRM Enquiry is logged
Create Prospect CRM Enquiries from Google Form responses
Add new Facebook Lead Ads leads as Enquiries in Prospect CRM
Depending on your Zap usage, you may need a paid Zapier Account
You'll need a Prospect CRM Workspace - if you don't already have one, go ahead and register here
You'll also need Prospect CRM Administrator rights to follow the steps in this article
Step 1: Invite
Please contact a member of our Support team to ask for the invitation link.
Once you've clicked on the link, select the "Accept Invite & Build a Zap" button:
Step 2: Use a PAT
In order to use the latest version of the Prospect CRM Zapier App, you'll need a Personal Access Token (PAT). Check out our guide here on getting that set up.
Step 3: Add Connection
In Zapier, head to My Apps
In the upper right, click "Add Connection"
Search for "Prospect 365" and select the latest version
A new browser or window will open like the example below.
Enter your PAT, then select "Yes, Continue".
Your PAT will be authenticated and you'll then be able to use that connection when setting up Zaps. For more information on setting up Zaps, use Zapier's help here.
We're in the process of setting up some sample Zaps and FAQs but if you have any questions in the meantime then please drop a message in our chat and a member of the team will help out.