How to set up CRM integration with Zapier

This article will guide you through setting up an integration with your CRM through Zapier.

You may want to read: What is Zapier?

Before you begin

Consider what you want to happen in the workflow

Zapier gives you many options to tailor the Zap exactly to your needs. It is, therefore, a good idea to think about or scribble down what you want to happen before you begin.

Create a Zapier account

Sign up for a free Zapier account, as this is needed to create a workflow 'zap' between the apps.

Setting up integration in Zapier

Creating a workflow (Zaps)

Zapier calls their automated workflows Zaps and they are built with triggers and actions. For example, if something specific happens on one platform (the trigger), something else will happen on another platform (the action). 

1. Create a new Zap

Once logged in hit the Create button > Create Zap (if you are not already in one)

You'll see this fresh workflow with a trigger event and an action event that has been created.

2. Set-up trigger

We need to tell Zapier when we want the data from Stinto to be sent to our CRM.  This is done in the trigger step.

1. Search and select Stinto
2. Select trigger event. In this case, we want a new contact to be the trigger event.
   1. From your company dashboard in Stinto, head to Settings ⚙️ > Integrations > Get API Keys. You'll get both a Client ID and a API Key/Client Secret
   2. Save both the Client ID and the API Key/Client Secret as the latter will only be displayed once.
   3. Paste the information in You may be asked to authenticate your Stinto account
3. Test the trigger
4. If the test is successful you should see something like this. You can move on to setting up the action automation.

3. Set-up Action

Now the trigger is set we want to tell Zapier what we want to happen next 

1. Search and select your CRM, and select the action event. CRMs have a list of events available, so review the options and select the one best suited to your needs. In this case, we want 'Create or Update Contact'. 
2. Under account, you may be asked to authenticate/login to your account by following the instructions
3. Configure the action and map data fields to where you want data to end up.
   1. Under action you now need to select the Stinto data that you want in the corresponding fields that your CRM system provide. 
   2. For example, the 'Contact's Email' property from Stinto should be mapped to the Contact Email field, in this case.  
   3. These are the most important properties Stinto and the corresponding HubSpot fields. Here are some suggested mapping of properties between Stinto and HubSpot

 4. Testing the action

1. When you run a test you will see what information is ending up where in your CRM.
   1. You'll also be be able to see the data in your CRM and check it there
   2. If something is not right, you can click 'action' and make adjustments.
      
      
      
      

5. Publish

When you are happy, go ahead and publish it 

 

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