Setting up CRM integration via Zapier

How to send prospect data and messages from TAP to your CRM system via Zapier.

 

As explained in our CRM integration article, Zapier is a simple option for integrating The Ambassador Platform with your CRM system. It works with many platforms 'out of the box', including Salesforce, Microsoft Dynamics 365, Zoho, Hubspot, Agile, Redtail, and can be adapted to work with any CRM system or application programming interface (API).

Please be aware that although Zapier has a free plan, heavy usage may incur a cost.

 

Before you get started

Our API for CRM integration supports only integration for individual accounts of institutions. If you have a Group account setup then you will need to set up as many integrations as there are institutions in the group despite whether you will do it via Zapier or API.

 

How can I get started?

For this tutorial, you will need:

  1. an administrator account with full administrative privileges

  2. a TAP API key, which you can get from your admin dashboard

  3. an interface ID, usually the name of your CRM (e.g. 'Salesforce')


Integrating The Ambassador Platform and Zapier

  1. Sign in to your TAP dashboard and go to Settings > CRM

  2. Create an account with Zapier or have your existing Zapier credentials to hand

  3. Ensure you're signed into Zapier and access the Zapier integration

  4. Click 'accept invite'

  5. Click 'create zap'

  6. Select 'The Ambassador Platform' as the app, and the trigger event as 'Prospects'

  7. Click 'continue', then 'add a new account'

  8. In the pop-up window, enter the name of your CRM system, your TAP admin email address, and your API key

  9. Click 'continue' and the pop-up window will close

  10. Click the blue 'continue' button

  11. Test the Prospects integration by clicking 'test trigger'

  12. Once the test has completed, click 'continue'

  13. Search for your CRM system, and complete the integration by matching the fields on TAP to the fields in your CRM system