Important: 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 this invitation link to use it.
Please note: 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 the CRM, you could:
Have new Tasks automatically create a calendar event in Google Calendar
Get Slack notifications when a CRM Enquiry is logged
Create CRM Enquiries from Google Form responses
Add new Facebook Lead Ads leads as Enquiries in the CRM
Prerequisites
Depending on your Zap usage, you may need a paid Zapier Account
You'll need a CRM Workspace - if you don't already have one, go ahead and register here
You'll also need CRM Administrator rights to follow the steps in this article
Step 1: Invite
Please use this link to get invited to the Zapier preview.
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 CRM Zapier App, you'll need a Personal Access Token (PAT). Check out our guide here on getting that set up.
You may also need to specify the Datacentre when you add the connection - this will be displayed on the Tokens page for use in Zapier. Please select an appropriate one for your company.
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.
If you get an error about "Page not Found", the connection should still be added but Zapier did not redirect you to the correct page. There's an open discussion on the Community forum at https://community.zapier.com/developer-discussion-13/getting-404-error-after-successfully-conection-added-in-private-app-24445 regarding a fix for this issue.
If the connection doesn't add correctly, you can also set up the connection when creating a new Zap. For more information on setting up Zaps, use Zapier's help guide here.
Updating to a Newer Version
If you're using an older version of the Zapier app in your Zaps, you can edit them to change the version in the "Trigger" step.
Once you've edited one existing Zap to connect it to the new version of the App, you can then amend any other Zaps to just use the new app and connection - without having to reconnect it on each one.
Please note: this will create a new trigger as Zapier will treat this as a separate app, and won't migrate the trigger conditions from the old version. Please make a note of the trigger settings before changing.
Open the Zap and in the Trigger step, click 'Change' on the App & Event section:
Select the latest version of the app in the list:
Once changed, select an event to trigger on, then click 'Continue' to be prompted to connect this app to the CRM:
Enter your PAT and any other relevant settings to connect the app to your CRM, then you can continue with the rest of the setup.
FAQs
We're in the process of setting up some sample Zaps and FAQs, but if you have any questions in the meantime, please drop a message in our chat and a member of the Support team will help out.