You wish to enrich your CRM and record every new signed up user of your app into your online CRM solution? In order to do so, we will use the "webhooks" (let's read this post to know what the webhooks are) associated with Zapier.
Estimated time of set up: 15 minutes
Before all, you must ensure that your CRM is accessible on Internet and it provides a Zapier connector. At this time, you can find many CRMs like Sugar CRM, Hubspot CRM, ...
There are at least forty of them, you should very probably find your solution in Zapier. If not, contact us, we will certainly help you for a more specialized integration.
At MySocialApp we currently use Zoho CRM, the purpose of this post will be to connect and synchronize the users of our application with our CRM.
Access to your CRM
You must have the appropriate rights (admin or similar) on your CRM to be able to add an application, which will be allowed to create records. If you haven't these rights, don't go further and please solve it by contacting your administrator.
Connect its MySocialApp application with its CRM with Zapier
1.a/ Firstly, you have to create your account on Zapier. The free plan will be enough for our use case.
1.b/ Use the "WebHook + Zoho CRM" template from Zapier (our example will be with Zoho CRM, you should use your own CRM connector instead of our one)
1.c/ Copy the URL link of the webhook provided by Zapier
1.d/ Once you copied this URL, you must register it on your application via you webhook management console, by clicking on the "+ new web hook" button.
A window pops up to ask you to fill in 3 fields:
- Event type: Type of event to send to the "webhook", you have to select "new user registration"
- Target URL: You have to add the URL provided above by Zapier here, which must start with "https://hooks.zapier.com/hooks/catch/..."
- Description: To add a message in order to find out more easily if you use several "webhooks" for your application.
You can validate the form
5/ The created webhook will be displayed in the "Web Hooks" list. Then click on the 3 little dots of this "webhook" to send a test message to Zapier by clicking on "Send test".
This action is needed in order to continue the set up on Zapier.
6/ Receive the test notification in Zapier by clicking on the "Ok, I did this" button
If the message has been well received, then you will see a green banner confirming it to you, and inviting you to go on setting up. Else Zapier will keep on waiting the notification from MySocialApp; if it persists, contact us to make us able to help you.
Save your users into your CRM
3 fields are mandatory to save your users. "Company", "First name", "Last name". As the "company" field is mandatory, but we don't retrieve this information from the users, we will put the name of the application. This point can be modified later.
⚠️ The fields required by your CRM may be different
To link the information from your application to the CRM form, you must click on the button at the right of the field and select the corresponding field.
For the first name : "Data First Name", and for the last name : "Data Last Name"
Optional fields can be filled in. We will also fill in, in our case, the optional fields "Email", "Phone", "Address", "Description". This will allow to make data more valuable in our CRM, with as much information as we can.
Once you achieved linking the user's profile's information with your CRM card, you can go on to test the integration. Zapier must validate by running the integration, then show you a green banner
Validate the system
On CRM-side, you can check if the record has been well done. Here, our user "Franck Power" has been well added into our CRM.
Happy CRM 👍