Zapier is a platform for building connections with more than 1000 web services. Imagine a bridge between amoCRM and an external app - that’s Zapier. Moreover, Zapier can broaden the possibilities of amoCRM itself.
It takes some time to understand its workflow but once you start - it becomes a lifesaver. Zapier offers a 14-day free trial, and also has a free plan which includes 5 free zaps with two-step integration. You can learn more about the plans Zapier offers by following this link.
There are over 60 Zaps premade by our team for you to enjoy. You can find them here. This guide will also help you easily create custom automations via Zapier to fit your needs.
The possibilities are unlimited, here are just a few examples :
- Auto-updating Leads, Contacts or Companies in amoCRM with Excel or Google Sheets
- Syncing our system with different types of Calendars
- Receiving SMS from clients as notes in amoCRM
- Connecting amoCRM with other online systems to transfer data back and forth
Here is what we'll cover in this article:
So what’s a Zap? It’s a workspace for you to build the connections you need. As an example, I will be building a Zap that transfers the leads in amoCRM to Google Sheets.
To create a Zap, you will need to sign up for a free account in Zapier. All the zaps you’ve created are displayed in your Zapier dashboard. To create a new one, press ‘Make a Zap!’ in the top right corner:
Every Zap consists of steps. The first step is a condition(Trigger), and other steps are the outcome (Action). Each step is separated into sections. There are also other steps you can add after the trigger step. Here is the full list of them:
- Action/Search - execute an action or search for information in another app.
- Path - builds different steps for different rules.
- Filter - only allows a zap to proceed when a certain condition is met.
- Delay - pauses actions for a certain amount of time before continuing.
- Formatter - changes how incoming data is formatted for later steps.
Let’s take a look at the trigger step structure. Generally, it includes the following steps:
- A trigger app(amoCRM in our case):
- The trigger - a condition that determines when the action needs to be executed (in this example, “New Lead” in amoCRM). You can click ‘Show less common options’ to see all the possible triggers:
- Account Selection(an amoCRM account in our example). You will need to log into any web application to enable the automatization. It’s not possible to use more than one account per step - in the case where you need to connect a few of them, you can create several Zaps or add more steps to an existing one:
- Testing the step - Zapier pulls sample data from your account so that you can test the automatization
With the help of the step, we will create a new line in Google Sheets from amoCRM.This is what an action step consists of:
- An action app(in our example, Google Sheets):
- The action itself - in our case it’s creating a new spreadsheet row
- Account selection(a Google account):
A template- all the necessary data that an app needs to take from another app. In this example, we will transfer all the information on the new lead created in amoCRM to Google Sheets.First, we will need to choose a Spreadsheet and the Worksheet.
After the correct file is chosen, we will need to match the fields from amoCRM with the columns in Google Sheets. To choose the data from the previous step, click on the ‘+’ sign to the right of the needed field. The system will automatically prompt you to choose the information from the steps you already have - all you need to do is to choose the required data.
- Testing the step- in our example, Zapier will send a test to your Google Sheets account, and you would then check your sheet for the result.
If the test was sent successfully- you’re all set!
We have prepared a list of important tips that will help you build any kind of integration through Zapier.
- Make sure to turn on your Zap after you have created it. Please note that every time you make a change in the Zap - it will turn off.
- Make sure to fill in all the required template fields. For example, Unique Status Identifier, this field determines in what pipeline the Lead will land. Without it, the system will get confused and you will get an error.
- If some information is not transferred to where it should be - check the Template section again, make sure that all the data is filled in.
- You may notice that the Template in the “Create a Lead” step doesn’t include all the fields in amoCRM. I described how to resolve this situation in the chapter down below.