The Benefits of Integrating Your Tools and CRM
Introduction
Empower your sales team and business with boundless integration capabilities. Seamlessly blend your go-to tools with our user-friendly platform, enhancing your sales and marketing strategies. Effortlessly manage your pipeline and make informed decisions. The transition from tedious manual data input to streamlined, efficient automation is only a few simple steps away.
Using Zapier or Pabbly to connect your tech stack
Follow these steps to export your data from the software to external platforms using automation tools like Zapier or Pabbly.
✅ Step 1: Access the Integration Settings
Log in to your account.
Click your profile icon in the top-right corner of the app.
Select "Integration" from the dropdown menu.
✅ Step 2: Create a Data Export Flow
In the Integration section, choose "Custom Webhook".
Go to your automation tool (Zapier, Pabbly, etc.) and copy the webhook URL provided.
Paste the webhook URL into the Custom Webhook section in your app.
Save or confirm the connection to establish the data export flow.
✅ Step 3: Map the Data Fields
Select the data fields from your app that you want to export.
Match each field to the corresponding field in the destination application.
Example: Match “Company Name” to the “Company Name” column in Google Sheets.
💡 Accurate field mapping ensures your data transfers smoothly and lands in the correct columns or inputs.
✅ Step 4: Handle Data Formatting (Optional but Recommended)
In your automation tool, add steps to format data as needed:
Format phone numbers to a standard format.
Convert date formats to match destination systems.
This prevents errors or misalignment when the data is imported.
💡 Use tools like Zapier’s built-in formatter to adjust data on the fly.
✅ Step 5: Test and Validate Your Setup
Use the testing features in Zapier, Pabbly, or your chosen tool.
Trigger a test data export from your app.
Check that the data arrives in the destination correctly formatted and mapped.
Fix any issues before going live.
🎉 You’re Done!
By following these steps, you’ll create a reliable data export system that integrates smoothly with external platforms—saving time and ensuring accuracy.
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