If you tried the standard API integration set up and it did not work, or you need to integrate multiple CRMs, you may require a Zapier connection. Here is a list of the commonly known CRMs that need Zapier in order to integrate with Angi.
Set up and/or log in to your Zapier account. If you do not have a Zapier account, you can create one on Zapier's website.
Once you're logged in, select the orange "Create" button in the top left of the Zapier website.
From here, choose "Zaps; Automated workflows" from the dropdown menu. This will take you to a new page to set up the trigger that starts your Zap.
On this page, click on "Trigger", then select "Webhook" on the right hand side of the pop-up box. Note: This pop-up provides Zapier's own version of a user-friendly tutorial, and will be more detailed than the information provided here. If you choose to follow those instructions, be sure to return to this article to see the next steps on integrating with Angi.
After you've made your selection, the pop up will close and a new menu will appear on the right side of the screen. Click on "Event" and choose "Catch Hook" from the dropdown menu. Then click Continue. From here it will ask for a Child Key, which is unnecessary for this set up, so you can click Continue again.
Next, Zapier will test your trigger. Once complete, it will provide you with a webhook URL. This webhook is what you need to set up integration with Angi! When you click Copy, it will copy the webhook URL and you can paste it wherever you need to reference it.
From here, follow the steps in this article to set up the integration. Once you've completed the steps in that article, return to this one and move on to Step 8. Note: 3. Your Unique Webhook URL is the URL you just created in Zapier in Step 6.
After you've completed the standard setup process, go back to Zapier where you copied the webhook URL and click "Test trigger" at the bottom of that page.
Once you've completed the Test, you will see results similar to this on the page, but for your Angi account:
Next, click Action from the Zapier workflow to bring the former pop-up box back up on the screen.
From here, search for your CRM to connect the webhook you created to your Third Party CRM provider.
Follow the steps from here to connect your Zap to your CRM provider. Each CRM may have different steps from this point, but your company's CRM expert should be able to assist you with this part of the process.
Having trouble with your set up? Reach out to your Client Success Manager or start a chat and one of our Support Specialists would be happy to get you in touch with our CRM Team. Our office hours are Monday - Friday 8AM to 9PM and Saturday 9AM to 6PM Eastern.
Please be sure to include the following information when reaching out:
Your account's Company ID.
This is not always the same as your Service Provider ID that you see next to your company name in the Angi for Pros site.
You can find your Company ID in the URL of your desktop Angi for Pros site, on the top right of your Angi Ads Agreement, labeled SPID, or by reaching out to us in chat.
The email address you would like to connect to your CRM
Your unique webhook URL (created through Zapier)
Authentication Type (key or no key)
Data Format (most commonly JSON, but your CRM contact will know for sure)
What CRM does your company use?
What step are you on and/or are having trouble with?