How can I connect my CRM system via Zapier?

In this article you will learn how to connect your CRM System via Zapier (on an example of Zoho CRM)

Zapier integration is only available for DataQuality.

Connect CRM in following steps: 


  1. Log in to your Zapier account and visit the following website -> Zapier
  2. Click on "Accept Invite & Build a Zap"
     
  3. The list of your zaps will appear, klick on "Create" -> "New zap"



  4. Click on the trigger and search for snapADDY in the list of apps



  5. Set the trigger event to "New address" and click "Continue"



  6. Copy the webhook URL, that appears and paste it in DataQuality settings and then click on "Test connection". The connection should have been established successfully




  7. Choose a test record and click on "Continue with selected record"



  8. For the 2nd step search for "Zoho CRM" in the apps and choose the "Create Module Entry" action



  9. Log in to your Zoho account to connect the CRM.  And click on "Continue"
  10. Link snapADDY fields with your Zoho CRM fields and click on "Continue" to test




  11. Once the test was successful click on "Publish". Now the zap is active



🎉 You have succesffully connected Zoho CRM via Zapier, and are now able to export contacts from DataQuality to Zoho CRM.