Please follow the instructions below to link your Smarter Contact account and your third-party app.
If you use more than one app, you can perform these steps for each one to link them individually. However, only one integration can be activated at a time.
Check the video for a quick tutorial or follow a step-by-step guide below:
Log into your Smarter Contact account.
Click on the Settings wheel and go to API page
Click on +Add Zapier API link
You will be redirected to the Smarter Contact Integrations Zapier page.
Log in or check apps available for zaps on the home page:
5. Click Create Zap button or go to All zaps to edit existing ones:
6. Select the Suggested Trigger or search for the Trigger App:
7. In Choose an event field select Export Contact Trigger from the drop-down:
8. Click Continue:
9. Proceed to Choose an account or +Connect a new account:
10. Choose an account and click continue:
11. Add Trigger title, and click Continue:
12. Then click Test your trigger and check which info will be sent to your connected app from Smarter Contact. The format is Field name: Data sent. If all the data corresponds to the field, click Continue:
13. Select the Suggested Action or search for the Action App (We select Podio and will show the connection process of this app. The process is similar for most CRMs):
14. Choose the event for the app selected from the drop-down and click Continue (We choose to Create item):
15. Choose the account or +Connect the new account, and click Continue:
16. Set up Action by choosing Organization, Workspace, and Application:
17. Map the fields from Smarter contacts to the fields from Podio:
18. Select from Suggested fields in the drop-down:
You can map several fields from Smarter Contact side to one app field:
19. Click Continue to apply the fields' mapping:
20. Then, you can Test actions by clicking Test & Continue:
21. Once the test is completed successfully and all the data matches the mapped fields, you can click Publish Zap.
22. Once the set-up in Zapier account is done, you will see that Zap status is On.
In your Smarter Contact account > Settings > API, you will see the zap toggle is enabled.
NOTE:
You can check if Zapier supports your app by searching for it here.
If you cannot find it in the drop-down, it's not available on the free version of Zapier. You can Contact Zapier support to learn more about supported apps.
Learn more about Pushing Lead Info to CRM.