• Overview
• Prerequisites
• How does the Zapier integration work?
• Use Case: Insert CRM Leads into Google Sheets

Overview

Merchant Central’s Zapier Integration lets you connect the CRM with over 1,500 web apps—including Microsoft Office 365, Google Docs, MailChimp, QuickBooks, and more.

With Zapier, you can automate tasks across platforms that would otherwise require manual effort. For instance, when a new lead comes in through Facebook Lead Ads, Zapier can automatically create a corresponding lead in your CRM.

It works the other way too. For example, if a new lead or a ticket is created in the CRM, Zapier can automatically log the details into a Google Sheet, or trigger other actions in connected apps.

By linking Merchant Central to the tools you already use, you’ll streamline operations, save valuable time, and boost productivity through smarter workflows. 

Prerequisites

Before using the Zapier integration, make sure the following prerequisites are in place:

• API Access must be enabled for your user class. If it’s currently disabled, contact your administrator to update your permissions.

• An API Token must be generated from Merchant Central.

How does the Zapier integration work?

In Zapier, automated workflows between different applications are called Zaps.

Each Zap is made up of:

• A Trigger – an event that starts the workflow (e.g., a new Facebook Lead Ads lead is created)
• An Action – the task performed when the trigger occurs (e.g., create that lead in your CRM)

Most third-party apps on Zapier offer multiple triggers and actions, which can be combined in various ways to suit different use cases. Additionally, multi-step Zaps can be created to involve several apps and incorporate advanced logic, such as:

• Conditional workflows
• Data filtering
• Data formatting
• Custom logic paths

Merchant Central supports Zapier integration to automate workflows for Leads and Helpdesk Tickets.

Lead automation supports the following triggers and actions:

Helpdesk automation supports the following triggers and actions:

Use Case: Insert CRM Leads into Google Sheets

The following example demonstrates how to set up a Zapier automation (Zap) that automatically adds new CRM lead data from Merchant Central (formerly IRIS CRM) into a Google Sheet.

Step 1: Connect Your Apps to Zapier

1. In your Zapier dashboard, click App Connections from the left sidebar.
2. Click Add Connection in the top-right corner and search for IRIS CRM.
3. Select IRIS CRM and click Add Connection in the popup window.
   
4. Enter your domain name and your API key. Click Continue to complete the connection.
   
5. Repeat the process for Google Sheets by selecting it from the list and signing in with your Google account.
6. Once connected, you should see both IRIS CRM and Google Sheets listed under App Connections.
   

Step 2: Prepare Your Google Sheet

1. Create a new Google Sheet.
2. Name it something relevant like Merchant Central Leads.
3. Add column headers that match the fields you want to capture from the lead data. In the below example, we added Lead Name, Campaign, and Status.
   

Step 3: Create Your Zap

1. In the Zapier dashboard, click Zaps in the sidebar and then Create.
   
2. Trigger Setup:
• Choose IRIS CRM as the app.
• Select the New Lead (Lead Create) trigger event.
• Click Continue and choose your IRIS CRM account.
  
• Set a lead status filter (e.g., “New” or “Approved”) to define which leads to capture.
  
• Zapier will attempt to fetch sample lead data. Select a record and click Continue.
  
3. Action Setup:
• Choose Google Sheets as the action app.
• Select the event: Create Spreadsheet Row.
  
• Click Continue and choose your connected Google account.
• Select the Google Drive location, then choose your spreadsheet and worksheet.
• Zapier will prompt you to map the Google Sheet columns to the corresponding lead fields. Click the 'plus' icon to choose fields from the lead data.
  
4. Test & Publish
• Click Test Step to verify that lead data is correctly inserted into your spreadsheet.
  
• Confirm that the new row has been added to the Google sheet.
  
• Click Publish to activate your Zap.
  
• Your Zap is now live.
  

Once your Zap is activated, the API Subscriptions section on your CRM User Settings page will reflect the newly enabled Zapier subscription.