Connections, called Zaps, can be set up in minutes without writing a single line of code. They automate your daily tasks and create workflows between apps that would otherwise be impossible.
Each Zap consists of a Trigger app (where the information comes from) and one or more Actions (where the data is automatically sent).
STEP 1 - Getting Started with Zapier
Sign up for a free Zapier account. To help you get started, we’ve pre-built over 10 sample Zaps so you can integrate right away.
IMPORTANT:
With the free account, there is a limitation on the number of integrations you can create.
STEP 2 - Obtaining the Token
Click on the Profile Picture Icon in the upper-right corner > Settings > Integrations > Zapier.
You’ll need to provide the following information:
Office
Pipeline
Responsible Person
Status
Then, click "Integrate and Obtain Token".
STEP 3 - Connect Ally to Zapier in 5 Steps
Log in to your Zapier account.
Select Ally Hub and the other app you want to connect.
Configure the details of this integration.
Use your credentials to connect your Ally account to Zapier.
Start creating an automation!
If you still have questions, please contact support or reach out via WhatsApp.