As explained in our CRM integration article, Zapier is a simple option for integrating The Access Platform with your CRM system. It works with may 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:
an administrator account with full administrative privileges
a TAP API key, which you can get from your admin dashboard
an interface ID, usually the name of your CRM (e.g. 'Salesforce')
Integrating The Ambassador Platform and Zapier
Sign in to your TAP dashboard and go to Settings > CRM
Create an account with Zapier or have your existing Zapier credentials to hand
Ensure you're signed into Zapier and access the Zapier integration
Click 'accept invite'
Click 'create zap'
Select 'The Ambassador Platform' as the app, and the trigger event as 'Prospects'
Click 'continue', then 'add a new account'
In the pop-up window, enter the name of your CRM system, your TAP admin email address, and your API key
Click 'continue' and the pop-up window will close
Click the blue 'continue' button
Test the Prospects integration by clicking 'test trigger'
Once the test has completed, click 'continue'
Search for your CRM system, and complete the integration by matching the fields on TAP to the fields in your CRM system