OpenCRM – Zapier Integration

At OpenCRM we are delighted to announce that we offer an integration with thousands of other apps via Zapier. This gives you the chance to set up your own integrations without the need for development.

We already offer native integrations with tools such as Google, Sage, Office 365, Xero, MailChimp, Jotform and many more. But we also recognise that there is an endless amount of apps that people use in different ways. One simple way of getting the two apps – OpenCRM and another third part – to communicate with one another, is by using a Zap.

A Zap allows you to take data from a third party, and create that information in OpenCRM. At the time of writing, the supported modules are Leads, Companies, Contacts, Activities and Opportunities. As well as creating simple records, you can chain Zaps together. For example you could use one action to both create a new Contact and set up an Activity for that person. There are duplicate checking options available too.

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