Integrating Zapier and Crmble

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So what’s all the fuss about Zapier integration coming to Crmble? Well, it basically means opening the door to collect data into Crmble from almost any app out there with just a couple of clicks. Zapier is a wonderful service that has become the standard way to go when it comes to connect web services together. It is the glue to join internet-based service apps that gives Crmble superpowers.

Crmble muffin flying with Zapier Superpower in its hand

 

Every service like Trello, Facebook, Twitter, Mailchimp, Instagram, JotForm, Typeform, Google Services, you name it… have their own structure and collect different data in different ways, but because they are all based on the same web protocol, they can be all connected with each other. With Zapier this has become something anybody can do without any coding skills at all. All you need to know is that services can talk to each other and learn the simple Trigger -> Action concept Zapier users to automate all this without writing a single line of code.

 

For instance, let’s take a very common use case. You publish a form on your home page made with “JotForm” to centralize all your visitors enquires about your product or service. But then what?  Wouldn’t it be nice if you could setup a connection between Jotform and Crmble so that every form entry would show up in your Crmble sales funnel? Not only that, you could centralize the rest of channels your potential clients use to contact you. This way you could easily manage all your different source entries in one place and keep on top of every enquiry. But it doesn’t stop here, by adding a couple of team members to your Crmble driven Trello board, you could easily work on all those customer relationship tasks together to always stay on top of every contact and increase your conversion rate. I’m sure you are super excited at this point so let’s dig into it…

Sign-up with Zapier

First thing you need is a Zapier account. Zapier makes it easy to sign-up with your Google or Facebook account, but you can also create one with your email.

Next up…

Make a Zap

There are several ways to start making a new Zap, but here we’ll go with pushing the “MAKE A ZAP” button method. A new screen shows up with the very first step any Zap starts from, the “Trigger”. Something needs to happen somewhere in order to start an action, but where? Well in this example we’re looking for something to happen in JotForm, so let’s search for that. At this point it is also advisable to give your Zap a name to keep everything under control as we create more Zaps in the future. Use something that defines the source and target “JotForms to Sales Pipeline”

 

 

A new screen shows up with JotForm selected and the trigger based on ”new form submission” right below. Click continue and Zapier will ask us to Login to your JotForm account to let you pick the form we want to connect to Crmble.

Note on JotForm: Zapier will ask you a couple of questions about sensitive data collection. Basically where and how JotForm stores you form entries (you can check this in JotForm/User Setting/Data). 

Once you give Zapier permission to access your JotForm account, you can continue picking the form you want from the ones available. Once selected you can run a quick test run to make sure everything works as should. Click on “Test Trigger” and if everything is correct (which should be the case) Zapier will show us a chunk of fetched JotForm data with a “We found a submission” message. All good!

 

In the next step Zapier will ask what service we want to connect with JotForm. Here we search for Crmble and click on its icon to continue the process.

 

Lights, camera…. Action!

At this stage we finally get to tell Zapier what action we want to take at Crmble. For now there is only “Create a Trello Crmble Card” available which does exactly that, it creates a new Trello Card with Crmble Fields filled in with the data you’ve collect with your JotForm.

Now Zapier will ask us to Sign-in with Crmble and therefore we will need a “Token”. To generate your board token, go to the board you want to connect your JotForm to and open Crmble. Go to Toppings/Zapier and click the “Generate Board Api Token”. You can generate as many tokens as you want, so any time you want to make a new Zap, just go there and generate a new one for the board.

Copy the code and go back to Zapier. Click on the “Sign in to Crmble” and paste the token. Let Zapier do its thing and click continue to start mapping your JotForm fields with your Crmble fields.

As you’ll see Zapier gets a lot of different data from JotForm. We suggest matching your principal JotForm source fields fields like Name, email and message with Crmble First name, email and Trello card description fields for instance. Once you are happy with your field matching, click on continue and run a quick test to make sure everything is working. Zapier will create a card on you board with some dummy data so that you can check everything is working fine. If so, now it’s the time to turn on you Zapier and see how every new JotFrom entry shows up in you Crmble Trello board automatically to follow up and close more deals than ever. 

We hope this simple example helped you get the idea. What will be your next Zap

 

If you came across this post but never heard about Crmble, you really need to try it out.

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