Post by sinthiya007 on Nov 7, 2024 1:53:02 GMT -5
Nowadays, we use a variety of tools to help us with digital strategies , using different applications for different purposes.
The need to integrate these different digital platforms and create automation between them to assist in the workflow is the main purpose of Zapier .
Zapier is an automation platform that allows two or more on page seo service applications to integrate , creating certain actions automatically , depending on the type of initial event ( trigger ). This type of automation is called a Zap (at least one action and one trigger are always required to create a Zap ).
zapier closum integration
These cross-platform automations are not only easy to create and code-free , but they also allow you to streamline and streamline your workflow , saving hours on previously manual processes.
Another great advantage is that, once the automation is created , Zapier runs automatically and in the "background" , meaning you don't need to worry about anything else.
In the case of Closum , it is already possible to create Zaps with more than 1,300 different applications . For now, the type of Zap action is limited to new contacts, but in the future it will be possible to create actions with other types of events . How to create automations with Closum + Zapier 1- The first step is to create an account on Zapier : zapier.com/ 2- Next, we will create a new ZAP 3- To start the event, we will choose Closum and the trigger will be: "New Contact Created" 4- We will need to import the Closum credentials to associate with the automation. To do this, we log in to our Closum account and go to Settings » Profile » Request Credentials, or to the following link: www.closum.com/user/profile 5- Then, we choose the application with which we want to activate the automation , and the event taking place in it. In this case, we will use a CRM (Pipedrive) , but we can choose any other type of application or even an Excel or Google Sheets spreadsheet , and we will choose: “Create Person” 6- After filling in the data that we want to associate from Closum to the new contact in Pipedrive , we can run a test to check if the automation is correct: 7- Finally, we assign a name to the Zap and voilà, our automation is ready and we can activate it.
The need to integrate these different digital platforms and create automation between them to assist in the workflow is the main purpose of Zapier .
Zapier is an automation platform that allows two or more on page seo service applications to integrate , creating certain actions automatically , depending on the type of initial event ( trigger ). This type of automation is called a Zap (at least one action and one trigger are always required to create a Zap ).
zapier closum integration
These cross-platform automations are not only easy to create and code-free , but they also allow you to streamline and streamline your workflow , saving hours on previously manual processes.
Another great advantage is that, once the automation is created , Zapier runs automatically and in the "background" , meaning you don't need to worry about anything else.
In the case of Closum , it is already possible to create Zaps with more than 1,300 different applications . For now, the type of Zap action is limited to new contacts, but in the future it will be possible to create actions with other types of events . How to create automations with Closum + Zapier 1- The first step is to create an account on Zapier : zapier.com/ 2- Next, we will create a new ZAP 3- To start the event, we will choose Closum and the trigger will be: "New Contact Created" 4- We will need to import the Closum credentials to associate with the automation. To do this, we log in to our Closum account and go to Settings » Profile » Request Credentials, or to the following link: www.closum.com/user/profile 5- Then, we choose the application with which we want to activate the automation , and the event taking place in it. In this case, we will use a CRM (Pipedrive) , but we can choose any other type of application or even an Excel or Google Sheets spreadsheet , and we will choose: “Create Person” 6- After filling in the data that we want to associate from Closum to the new contact in Pipedrive , we can run a test to check if the automation is correct: 7- Finally, we assign a name to the Zap and voilà, our automation is ready and we can activate it.