How to: Integrate ZBS CRM with Zapier

Zero BS CRM wrote this on July 6, 2017

In this post we run through how to Integrate Zero BS CRM with Zapier.  Using Zapier gives you a way to automate your workflows when using Zero BS CRM through the use of the ZBS CRM API.

Having this as an option really helps to boost what you can do with the CRM. Before using Zapier though check out our extensions which can do a lot already (and save your ZAPs for more esoteric operations)

Step 1: Enable the Zero BS CRM API

You do this under the extensions manager of the plugin. Once the API is activated it will give you the credentials that you need to connect your install of ZBS CRM with Zapier.

Step 2: Create a Zap

Now, login to Zapier and create a ZAP

You’ll see I’m on the ‘FREE PLAN’ which is what I’d recommend (Zapier can get pricey, fast) and use our ZBS CRM extensions to do the common things (like import PayPal, import Stripe or add a new customer to your ConvertKit form). When you make a Zap you’ll be asked to choose which app.

Step 3: Get Access to our Zapier App

Before Zero BS CRM will show up in the available apps you need to have access to the app. Our Zapier App is currently available for Entrepreneur Bundle and Resellers.

You can purchase here.

The Zapier App in Invite Only so once you’ve purchased contact us and let us know (put Zapier Access as your subject line).

Step 4: Connect your Zero BS CRM install

When you create a ZAP and choose ‘Zero BS CRM’ as the Trigger you’ll be asked to connect your Zero BS CRM App.

You get these credentials from the API tab on the Zero BS CRM Admin Settings (make sure you’ve enabled the API in the extensions manager)

Final Step:

Choose which trigger you want and what you want to do with it, i.e. trigger being a new customer, then the action being what app do you want to ‘ZAP’ the fact you have a new customer to.

What can I use Zapier for with Zero BS CRM?

That’s a great question (even if I asked it myself). You may be wondering what Zero BS CRM and Zapier would be used for. You may not have even heard about Zapier before (or if you have, you may not have been aware you can connect your ZBS CRM to it).

Here’s some of the common tasks that we use at Zero BS CRM to help with our business operations

Zero BS CRM (trigger) to -> [OTHER APP] (action)

  • We log all new transactions into a Google Sheet. This helps us massively when it comes to book-keeping and transaction analysis
  • We setup a notification email on a new customer to automate notifying us that there’s been a new customer added (so we don’t miss a follow up)

[OTHER APP] (trigger) to -> Zero BS CRM (action)

  • If we get a new subscriber to our ConvertKit email list, we’ll automate them being added to the CRM as a ‘Lead’ making a note that ‘Customer X has subscribed to the list’ in the Customer Activity Log

 

There’s much more you can do here using Zapier, take a look at the app that they support and you’ll be able to connect your CRM up either as the trigger (to trigger something in another app) or as the recipient (to be triggered when something happens in another app).

It’s really powerful and helps automate some of the mundane tasks. Running Zero BS CRM, Zapier and complimenting with our powerful extensions, running ZBS CRM as your CRM becoming the ever more popular choice amongst Entrepreneur’s.

They want a simple free CRM, which they can connect to automations and power up with extensions, Zero BS CRM gives you just that.

 


Posted July 6, 2017

Get the Entrepreneurs' CRM


2 thoughts on “How to: Integrate ZBS CRM with Zapier”

Leave a Reply

Your email address will not be published. Required fields are marked *