We're here to assist you in making the most out of the Zapier integration. In the following article, we will personally walk you through every step, ensuring you have all the necessary information - from initial setup and zap creation to connecting your account and testing your integration. We aim to make your experience with Zapier as seamless and hassle-free as possible. So without further ado, let's jump right in and get started!

Just a quick reminder that this is a new feature. Don't worry, we're here to help you with the basics of the integration. If you'd like a more detailed walkthrough of all the amazing things Zapier can do, be sure to visit their Info Center.

Zapier is a great tool to connect with other software that Spectora does not directly integrate with, such as a preferred CRM.

Right now, the integration can only send over contact information for newly added contacts, and updates to contacts from Spectora to an outside program- but more options are coming!

This feature is currently in beta and we'd love to help you get it enabled! Simply reach out to one of our Spectora support team members for assistance by writing into our chat bubble or sending an email to support@spectora.com.

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.

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:

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.

Once you select your Trigger, you will need to connect to your Spectora account.

Log into your Spectora account then hit connect on Zapier.

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.

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!

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.