How to Use Zapier for Your Merchant Services Business


You may already be familiar with the variety of tools and services IRIS CRM integrates with. But if you haven’t checked in recently, you’ve likely missed out on some pretty big additions to the lineup. One such addition we’ve made available to our customers as of this year is Zapier. In this article, we’ll show you how to use Zapier for your merchant services business.

Zapier is a tool that allows businesses to automate work processes and increase productivity. It’s technology like this, in fact, that is contributing to the overall rise in workplace productivity by 2.9%

The tools now available to teams have made it increasingly clear that there are gaps to fill in the area of efficiency — but that it’s also possible to do so with a bit of synchronization across tools and systems.

As it relates to merchant services, let’s take a look at what Zapier is and how its integration with IRIS CRM can be of benefit to your business.

What is Zapier?

As previously mentioned, Zapier is a tool that allows users to integrate various web applications they use in day-to-day operations. And by “various web applications,” we mean over 1,500.

Making these connections across apps allows you to save time — reducing the need to switch back and forth between multiple platforms throughout the day. Additionally, you don’t have to be a developer to create your own automations through Zapier. Anyone can set up a Zap within minutes.

How Can I Use the IRIS CRM Zapier Integration?

Integrating Zapier with IRIS CRM cuts down time spent across various activities. Whether it’s automating the addition of new leads or updating prospect fields, once a Zap is in place, you’ll be amazed at how many more minutes you have in a day to focus on what really matters: growing your business.

To use the Zapier integration, you’ll need to create an API token in your CRM, start a Google Sheet for “IRIS CRM Leads,” and finally, create a Zap that then links to your CRM leads spreadsheet. 

Check out our step-by-step instructions with screenshots.

You can set up automations for updating leads, creating new leads, updating lead status, assigning users to a lead, and adding a note to a lead — just to name a few. 

To give an example, let’s say that you’re running Lead Ads on Facebook. For every time a form is submitted by someone on Facebook, you can set up a Zap to create a new lead in IRIS CRM.

Alternatively, this same process can also be reversed. Maybe you’ve created a new lead in IRIS CRM and want the information to be reflected in an email distribution platform like MailChimp or ActiveCampaign. You can create a Zap to add a new contact to your email list every time a new lead is created.

Rather than wasting time on administrative tasks and data entry, you can get to work on selling to merchants the moment they get in contact with you. And the sooner, the better — seeing as you really only have five minutes or less to connect with a lead before they go cold.

Ready to learn more about how integrations with Zapier can help your business to work smarter, not harder? Get in touch with the IRIS CRM team for a free demo.

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