Your favorite Merchant Services CRM is now on Zapier!
You can now connect your CRM with over 1,500 web apps such as Microsoft Office 365, Google Docs, MailChimp, and Quickbooks.
Note: The Zapier Integration is currently in the beta stage and available only by invite from the above link.
By connecting your CRM to third-party apps, you can automate many of the inter-related tasks which are otherwise performed manually in both the CRM and the apps.
Here are a few examples of what you can do with Zapier:
- When a lead is received in Facebook Lead Ads, create a new lead in the CRM
- When a new lead is created in the CRM, add the new contact to a MailChimp list
- When a lead is updated in Active Campaign, update selected fields on the CRM lead
- When a lead email is received in the CRM, send a channel message in Slack
- When a new row is added in a Google Sheet, create a new CRM lead using the information from the new row
The list can go on and on as the possibilities for creating different kinds of task automation in Zapier are virtually limitless.
Let’s take a closer look at how Zapier links different web apps together.
Zaps, Triggers & Actions
The links between different apps in Zapier are called Zaps.
A simple Zap consists of a trigger event (eg. a new Facebook Lead Ads lead created), and an action that will happen when that event occurs (eg. create the lead in CRM).
Your CRM supports the following triggers and actions (with more on the way):
- Lead Status Updated
- Lead Created
- Lead Note Added
- Lead Email Received
- Lead Updated
- Update Lead
- Create New Lead
- Update Lead Status
- Assign Users To Lead
- Add Note To Lead
Zapier also supports multi-step actions and advanced configurations using data filtering, data formatting, conditional workflows, and more.
Now that we know what a basic Zapier building block looks like, let’s see how to create a simple Zap that adds a new row in a Google Sheet whenever a new CRM lead is created.
The Zap will be created in three easy steps:
- Create an API Token in your CRM (for authentication in Zapier)
- Create a simple Google Sheet
- Create a Zap to link the CRM with your Google Sheet
Step 1. Create Your API Token
Open the User Settings page in your CRM by clicking on your username in the top-right corner and clicking the Settings option.
Once the page opens, create a new API Token on the API Settings tab as shown on the below screenshot:
You will need the API Token later in Step 3 when you connect the IRIS CRM app in Zapier.
Step 2. Create A Google Sheet
Create a new Google Sheet titled “IRIS CRM Leads” and add the column headers in the first row as shown in the below screenshot:
Note: The Lead fields in your CRM may be labeled differently than is shown on the above screenshot. In that case, you can enter the labels that are used in your CRM.
Step 3. Create Your Zap
Log into your Zapier account, add a new Zap called “Update The IRIS CRM Leads Sheet”, and select the IRIS CRM app:
Next, select the Lead Create trigger in the IRIS CRM app and click Save + Continue:
You will now need to connect your IRIS CRM account to Zapier.
Enter your subdomain name and the API Token generated in Step 1 and click the Continue button:
If the authentication was successful, you can now add an action that will occur on the trigger event.
Click Add a Step or use the link on the right to add the new action:
Look for the Google Sheets app and when it opens, select the Create Spreadsheet Row(s) action and click Save + Continue:
On the next step, select the “IRIS CRM Leads” sheet created in Step 2, select the worksheet (eg. Sheet1), and finally select the CRM lead fields that will be mapped to the Google Sheet columns. When finished, click Continue:
Your new Zap is now almost completed, and you can click on the Send Test To Google Sheets button to confirm that the Zap is working correctly:
Go back to your Google Sheet and verify that the data from the sample CRM lead has been added to the sheet:
If everything worked out OK, you can now save and enable your new Zap.
All new leads created after this point will be automatically added to your Google Sheet.
And there you go. With a few minutes of setting up a Zap you’ve potentially saved yourself hours or even days of work in the long run.
Happy Zapping and stay tuned for more cool updates coming soon! 🙂
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