Your CRM's Zapier Integration enables you to connect your CRM with over 1,500 web apps such as Microsoft Office 365, Google Docs, MailChimp, and Quickbooks.
Click Here To Begin Using Zapier With IRIS CRM
Note: The Zapier Integration is currently in beta and available only by invite from the above link.
By using Zapier to connect your CRM to third-party apps, you can automate many inter-related tasks which are otherwise performed manually in the CRM and the apps.
For example, when you receive a new Facebook Lead Ads lead, you can have Zapier automatically create the new lead in CRM too.
The integration also works the other way around. For example, when a new lead is created in the CRM, you can have Zapier automatically add the new contact to a MailChimp list.
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 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).
Since each application in Zapier normally provides many triggers and actions that can be combined with those of other applications, the possibilities of creating different kinds of task automation are virtually limitless.
Zaps can also be created with multiple steps and configured with advanced options such as data filtering, data formatting, conditional workflows, and more.
Your CRM supports the following triggers and actions:
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
A Zap Example
Below is an example of 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 your User Settings page by clicking on your username in the top-right corner and clicking the Settings option:
On the Settings page, open the API Settings tab and click the Create New API Token button:
Don't see the API Settings tab? An Admin must add it to your user class permissions by going here:
Manage > Administration > User Classes > Permissions (for your user class) > Security > API Access > [Save]
In the popup which appears, enter a name for your API Token and click Add New Token:
The new token is now generated. Click OK to close the popup:
Your API Token is now shown in the API Tokens list.
You can delete, edit, or view your API Tokens at any time using the actions provided to the right of the list:
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 A Zap
Log into Zapier, open the My Zaps tab, and click Make a New Zap:
Enter a name for your new Zap, then look for the IRIS CRM app in the Choose a Trigger App section, and select it:
With the IRIS CRM app selected, Zapier will show the trigger events which are available for this app.
Select the Lead Created trigger and click Save + Continue:
Now click on the Connect an Account button in order to authenticate your CRM user account:
A new popup window will appear where you'll need to enter your subdomain and the API Token generated in Step 1.
When finished, click Yes, Continue:
The account that you authenticated will now be displayed in the accounts list. Note that you can add multiple accounts if needed.
To make sure that the account was added correctly click on the Test button and wait for a Success message.
When you're ready to move on, click Save + Continue:
Zapier will now show the CRM leads that you can use for testing purposes. Expand the lead to view more detail on the lead.
Click Get More Samples to load more leads if needed. After you find a lead that you wish to use as a sample, click Continue:
With this, you have finished the configuration of the Lead Created trigger in your Zap.
You now still have to add an action that will occur when a new lead is created in the CRM.
Click on the Add a Step button (and add an Action step) or click on the link to the right to do the same:
Look for the Google Sheets app and select it:
Select the Create Spreadsheet Row(s) action:
Click Connect an Account and log into your Google account in the popup which appears:
After you've authenticated your Google account, it will be shown on the list of connected accounts (again, you can connect multiple Google accounts if needed).
To make sure that the account was added correctly click on the Test button and wait for a Success message.
When you're ready to move on, click Save + Continue:
In the next window, select the Google sheet, the worksheet, and the CRM Lead fields that will map to the Google sheet columns. When finished, click Continue:
Your Zap setup is now complete and you can run a quick test to make sure is working as expected.
Click Send Test To Google Sheets to run your test:
Go to your Google Sheet and verify that the new row has been added to the sheet:
If everything looks OK, go back to Zapier and enable your Zap:
Once your Zap has been enabled, the API Subscriptions on your CRM User Settings page will display the new Zapier subscription that has been enabled. Do not edit or delete this subscription, otherwise, the Zap will not function.
