Creating a Contact with Zapier

Modified on Wed, 03 Nov 2021 at 02:35 PM

Zapier is a great tool that connects web apps to easily transfer data between the web apps. You can learn more about it works HERE

You can automatically create contacts in the @realty CRM using Zapier. This is helpful if you are running Facebook ads you want the leads to be automatically created as contacts in the CRM.

First you will need to create a Free Zapier account HERE

Then you will need to add the @realty Cloud CRM as an approved to your account. You can do this by logging into the CRM, then going to RESOURCES -> ZAPIER INVITE

To learn more about how to create Zaps (triggers for automated workflows) click HERE

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