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Does M1 integrate with other apps and CRMs?
Does M1 integrate with other apps and CRMs?

Zapier integrations

Lea Mendonca avatar
Written by Lea Mendonca
Updated over a month ago

Yes, you can connect M1 to your favorite apps, thanks to the Zapier integration!

https://zapier.com/apps/m1/integrations

In other words, creating workflow automations things like sharing your call notes to other tools like task managers and CRMs is possible.

What is Zapier?

Zapier is a workflow automation tool that connects to and moves information between different applications you use. It works with 7,000+ applications, so there’s a good chance you can use it to make your favorite tools talk to each other.

This tool helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

  • A trigger is a specific event that initiates a workflow.

  • An action is an event Zapier performs after the workflow is triggered.

How do I connect Zapier to M1?

Here's how to set-up the integration:

  1. Sign up for Zapier (Zapier has a free forever plan. Paid plans scale with usage.)

  2. Create a Zap using M1 as a trigger

3. You can then select a trigger event

4. Then click on the Sign In button.
This will prompt you to log in your M1 account through Apple sign-in or SMS.
If you use SMS, please use your primary number linked to M1 to log in.

5. You will be asked to give Zapier permissions to access your account. Click "Allow” to continue.

6. You then need to define the action you want to happen as a reaction to the trigger.
If you need help to configure it please refer to the following guide: create your first zap

7. The Zap Creation process invites you to test the Zap before you turn it on for real — you’ll be able to tell if the Zap is doing what you want!

8. Finally, when the Zap has been created and tested, don’t forget to publish it!

Need more info? Check out Zapier's general quick-start guide

What apps can I connect to M1?

Zapier has 7,000+ apps ready to setup your custom workflow. You can look at just some of the top 100 apps here.

Where can I find M1 on Zapier?

Get started with M1 on Zapier
Start automating your workflow with Zapier.

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