MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier...

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MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step 3: Copy custom webhook URL and paste in Studio->Cloud connect

Transcript of MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier...

Page 1: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

MindFire Studio Integration using Zapier

Studio->SharpSpring CRM Using Zapier

Trigger

Step 1: Select Webhook

Step 2: Catch hook

Step 3: Copy custom webhook URL and paste in Studio->Cloud connect

Page 2: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Step 4: Set up Cloud connect element like below

Page 3: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step
Page 4: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Leave all other fields blank

Step 5(optional): Provide the fields to post to Zoho

The number of fields varies based on the requirement. In this workflow

we considered five fields firstname, lastname, email, company and title.

Page 5: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Step 6: Test the set up

Make sure you added a schedule (considering this work flow)

2) Action

Step 7: Select SharpSpring CRM

Page 6: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Step 8: Select create/update Lead

The User can trigger contacts to SharpSpring, when a new lead is added to Studio.

Page 7: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Step 9: Connect to your SharpSpring account by providing Account ID

and secret key.

Step 10: Map the SharpSpring fields->triggered studio fields

Page 8: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step
Page 9: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step
Page 10: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Step 11: Test the set up

Page 11: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step
Page 12: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step

Step 12: Check in SharpSpring for recent lead added

Note: Studio->SharpSpring

To make sure contact created or updated successfully, cloud connect element in studio can be

used to handle the response.

The same steps can be followed for other integration such as

Studio ->Salesforce

Studio ->Google Sheets etc.

Page 13: MindFire Studio Integration using Zapier Studio …MindFire Studio Integration using Zapier Studio->SharpSpring CRM Using Zapier Trigger Step 1: Select Webhook Step 2: Catch hook Step