# Zapier

Zapier (opens new window) is an online automation tool that connects to your favorite apps, via Concord CRM with Gmail, Slack, Mailchimp, Google Sheets, Google Docs, and more. You can connect Concord CRM to many apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks.

For example, maybe you want when new contact is created in Concord CRM to save the contact data in Google Sheets, everytime a contact is created, you could copy all the data and manually save the data in Google Sheets, but with Concord CRM Zapier integration you can automate this, saving you time and effort.

NOTE

At this time, you will need to retrieve the invite link in order to use Zapier, check the Zapier integration for more information.

# Terminology

# Zap

A Zap is an automated workflow between Concord CRM and your other apps that you are using. For example, you may have a Zap that saves your Concord CRM contacts to Google Sheets. Zaps consist of at least two parts: a trigger and one or more actions.

# Trigger

A trigger is the event in Concord CRM that starts the Zap. Once you set up a Zap, Zapier will monitor Concord CRM event, the trigger in this case, is when contact is created in Concord CRM.

# Action

An action is the event in Concord CRM that completes the Zap. For the save Concord CRM contacts to Google Sheets example, the action is saving the contact data from Concord CRM to Google Sheets.

# Task

Each piece of data you run through your Zap counts as a task. That means if your Zap adds 100 contacts to Google Sheets automatically, your Zap just performed 100 tasks. Every task your Zap performs is another task that you don't have to do manually. It's important to keep in mind the number of tasks your Zaps run, because it helps determine which Zapier plan is best for you.

# Authentication

In order Zapier to communicate with your Concord CRM installation and manage the steps, our Zapier integration requires your Concord CRM installation URL and an API Key from your account.

Keep in mind that each user that has access to API in your Concord CRM installation can generate API keys and create Zaps via Zapier to automate different tedious tasks.

The first time you will try to create a zap in Zapier for Concord CRM, either via trigger or action, Zapier will ask you to authenticate your Concord CRM account, follow the steps below in order to perform an authentication.

Before starting, make sure to generate API Key in your Concord CRM dashboard by clicking on the top right profile dropdown and then click API Access, copy the API Key to a secure location as after the key is generated it is the only time it will be shown. You can name the key e.q. "Zapier" so you can easily recognize that this key is used for Zapier.

  • Choose an app, for example Concord CRM.
Zapier Trigger
  • Choose trigger event, for example "New Contact"

  • Click Continue

  • Click Sign in to Concord CRM

Zapier Account Authentication
  • A popup window will be opened to add your Access Token and Host.

    Add the API key you previously generated in the Access Token field and add your Concord CRM App URL in the Host field, the App URL is the URL you entered during installation and the URL you are accessing your Concord CRM installation.

NOTE

Make sure that the App URL does not end with ending slash.

Zapier Account Authentication
  • Click Yes, continue and Zapier will save the credentials for future usage, you won't need to add your credentials again unless the API key is invalidated.

# Triggers

  1. Deal Stage Changed

    Triggers when deal is moved to a stage

  2. New Contact

    Triggers when new contact is created

  3. New Company

    Triggers when new company is created

  4. New Deal

    Triggers when new deal is created

  5. Contact Updated

    Triggers when contact is updated

  6. Company Updated

    Triggers when company is updated

  7. Deal Updated

    Triggers when deal is updated

# Actions

# Create

NOTE

Make sure to turn off your zaps when importing huge amount of data. It's highly recommended to temporary disable the zaps from your Zapier account to prevent thousands of zaps triggering because of the created records, this will help you to not waste your remaining tasks in your Zapier account.

  1. Create Contact INSTANT

    Creates new contact

  2. Create Company INSTANT

    Creates new company

  3. Create Deal INSTANT

    Creates new deal

  4. Create Activity INSTANT

    Creates new activity

# Update

  1. Update Company

    Updates a company

  2. Update Deal

    Updates a deal

  3. Update Contact

    Updates a contact

NOTE

If you are not searching by ID, make sure that search value is unique to get best results.

  1. Find Company

    Find a company via search query. Optionally, create one if none are found.

    You can search by: company name, email, domain, phone number or ID..

  2. Find Deal

    Find a deal via search query. Optionally, create one if none are found.

    You can search by: deal name or ID.

  3. Find Contact

    Find a contact via search query. Optionally, create one if none are found.

    You can search by: contact name, email, phone number or ID.