Your CRM's Zapier Integration enables you to connect the CRM with over 1,500 web apps such as Microsoft Office 365, Google Docs, MailChimp, Quickbooks, and others.
By connecting the CRM to third-party apps using Zapier, you can automate many inter-related tasks which would otherwise need to be performed manually.
For example, when you receive a new Facebook Lead Ads lead, you can have Zapier automatically create a new lead in the CRM too.
The integration also works the other way around. For example, when a new Helpdesk ticket is created in the CRM, you can have Zapier automatically add a new row in a Google sheet with the ticket data.
By linking different applications with your CRM you can save valuable time as well as discover new ways of leveraging your online assets.
Zaps, Triggers, And Actions
The links between different apps in Zapier are called Zaps.
A Zap consists of a trigger event (e.g. a new Facebook Lead Ads lead created), and an action that will happen when that event occurs (e.g. create the lead in CRM).
The third-party applications in Zapier typically provide many triggers and actions that can be combined with those of other apps, giving you a multitude of options for configuring your Zaps.
You can also create multi-step Zaps involving more than one third-party app, as well as use advanced options in your Zaps such as data filtering, data formatting, conditional workflows, and more.
Merchant Central provides Zapier integration for Lead and Helpdesk automation.
The following are the Zapier triggers and actions that are available for CRM lead automation:
Triggers:
- Lead Created
- Lead Updated
- Lead Status Updated
- Lead Deleted
- Lead Restored
- Lead File Uploaded
- Lead Note Added
- Lead Email Received
Actions:
- Update Lead
- Create New Lead
- Update Lead Status
- Assign Users To Lead
- Add Note To Lead
- Add File to Lead
- Send Email to Lead
- Send SMS to Lead
The following Zapier triggers and actions are available for the CRM Helpdesk automation:
Triggers:
- Ticket Checklist Updated
- Ticket Commented
- Ticket Created
- Ticket Resolved
- Ticket Type Updated
- Ticket Updated
Actions:
- Add Comment to Ticket
- Create New Ticket
- Update Existing Ticket
Zap Examples
Below are two additional articles that provide step-by-step examples of creating Zapier automations for the CRM lead and Helpdesk tickets: