The Zapier integration allows you to automate workflows between Spectora and thousands of other apps, helping you streamline your business processes. With Zapier, you can connect Spectora to apps like Google Sheets, Mailchimp, Slack, and more without needing any coding skills.
If you'd like a more detailed walkthrough of all the amazing things Zapier can do, be sure to visit their Info Center.
🔴 Note: You must have Spectora Advanced to use this integration. 🔴
What is Zapier
Zapier is a tool that connects different apps and automates workflows by creating "Zaps." You can use Zaps to connect your Spectora account with other software that Spectora does not directly integrate with, such as a preferred CRM.
A Zap consists of two parts:
Trigger: An event in one app that starts the automation.
Action: What happens in another app as a result of the trigger.
Right now, the integration can only send over contact information for newly added contacts, and updates to contacts from Spectora to an outside program.
How to Integrate Spectora and Zapier
To begin using the integration, follow these steps:
First, make sure you have a Zapier account set up that you can log into.
Once that is all set, use the link below to approve Spectora connecting to your Zapier account.
Creating your first Zap
Creating your first Zap
Once Spectora and Zapier are connected, you can start building out your Zaps!
The first step is hitting "Create Zap," once there, you may see a few versions of the Spectora integration, select the one with the highest version number!
The next step is choosing your Trigger for your Zap. A Trigger is an event in Spectora that causes data to be sent from Spectora to Zapier. Currently, we have four options for Triggers:
Agent contacts are being created
Agent contacts are being updated
Client contacts are being created
Client contacts are being updated
Note that you can only have one trigger per zap, so if you'd like to do different things based on multiple triggers, you'll need to create a zap for each trigger.
Connecting your Spectora Account
Connecting your Spectora Account
Once you select your Trigger, you will need to connect to your Spectora account.
Log into your Spectora account then hit Connect on Zapier.
If you have multiple roles such as an Org Manager and an Inspector role, make sure you are logged in as an inspector or manager on the account you want to connect.
Testing your Trigger
Testing your Trigger
Testing a Trigger will help you ensure the Spectora account connected has what Zapier needs to run. It will connect to your account and pull a random contact and all of the info with it.
Setting up your Action
Setting up your Action
The Action is what happens in the other software you choose to connect with Spectora when your Trigger is set off. You can select whatever other software you want, provided they also integrate with Zapier.
For example, if you create a new contact in Spectora, it can be added to a CRM like Hubspot simultaneously.
Once you select the software to connect with and the specifics of what the Action does, your Zap will be ready to go!
Testing your integration
Testing your integration
To be sure your integration with Zapier works how you want it to, you will want to set off your Trigger.
Try creating or updating a contact on your connected Spectora account, depending on your selected Trigger, and wait 15 minutes. Then, check your connected account to be sure the information came over as you intended.
Frequently Asked Questions
I'm getting an error "Please use a Spectora account that does not have multiple profiles." Why is this?
If you have multiple profiles on your account this can cause this error. Check to make sure you don't have a buyer profile. This profile can be created if you were added as the client for an inspection done within Spectora.
Does Spectora integrate with Zoho or any other CRMs?
While we do not have a direct integration with Zoho or any other CRMs, you can connect to Zoho through Zapier!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
