Zapier is a simple solution for complex tasks. In just several steps, you can integrate almost any service you use daily into NetHunt CRM. The best part is that even if you know next to nothing about API or programming, you can still achieve the desired results!
NetHunt as a Trigger
In Zapier, you may use most apps as Triggers or Actions.
First, we'll take a look at how to use NetHunt CRM as a Trigger app. This means that NetHunt will be the first app in your Zap and other apps will react once they notice some changes in NetHunt CRM data.
1. Log in to your existing Zapier account or create a new one.
2. Follow this link to see all available Zaps or create your own. Choose the app you want to integrate NetHunt with:
3. Choose NetHunt CRM as a Trigger and click "Connect these apps":
4. Set up a Trigger for your Zap:
5. Connect your NetHunt CRM account to Zapier:
Enter your Gmail address where you have NetHunt CRM installed and enabled;
Paste in the API key (Settings<Apps and other integrations<API key).
6. Choose the folder:
7. Test the trigger if needed.
NetHunt as an Action
NetHunt CRM can also perform the role of an Action app, meaning that once you make changes in another app, NetHunt will react and follow the action you've set.
Choose NetHunt in the selection of apps:
Set up an Action for your Zap:
3. Map the fields in NetHunt to the corresponding fields in your other app to ensure accurate data transfer and synchronization between systems:
Don't forget to publish your Zap!
If you need any assistance with setting up your Zaps with NetHunt CRM, feel free to contact us at support@nethunt.com!
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