Zapier is an online automation platform, allowing you to connect
your favorite apps and services.
You can automate your workflow and save time.
Here I have created an extremely simple scheduling form.
When somebody submits my form, I want to create a new meeting within
my zoom account while simultaneously populate my pipedrive CRM.
Before connecting your platforms or services with zapier.
You will want to ensure that you run a test submission on your form.
This is so Zapier has some real data to test a connection with. From our
editor, we'll click after submission integrations and Webhooks.
We'll scroll down and select Zapier in the search bar.
I'm then going to search for Zoom.
Then, I'll click the zoom app.
This is going to prompt you to log into your Zapier account
or even create a new account.
We'll need to ensure we change, create webinar registrant,
to, create meeting.
We can see that the trigger of our Zapier is currently a new form
submission while the action is to create a meeting within zoom.
Now let's build this combination, click the button.
And then select get started.
It's time to begin building our zap.
First and foremost, we need to connect our paperform account, click
connect, and then select Authorize.
We'll then want to click the next button and select that correlating form.
Zapier will now get the data from our test submission.
Now let's connect our zoom.
Again, click connect and again, click authorize.
Now click next.
You want to select meeting as we are creating a new meeting, click next
and now let's customize our meeting.
In the topic field, I'm going to type my meeting with and then use
the process of answer piping to display the answer my submitter
gives to my name question field. For the When field,
I'm going to search for the start date, click the icon, input a space
bar, and then click the start time.
For the duration I will simply input 30 to represent 30 minutes.
I'll then click next and select my correlating time zone.
next.
And now it's time to test this zap.
Zapier is going to use our last test submission to run a test of
this connection and Viola, we can see that the test has been successful.
If we jump into our zoom account, we can see that a new meeting has been created.
My meeting with Billy Bob.
Perfect.
Jumping back into Zapier.
We'll click next again.
And it's time to turn on our zap.
We'll click turn on, and we can see that our zap has been successfully created.
Now every time a new person submits the form, a meeting will
be created in our zoom account. To edit the configuration of your zap.
Just simply click the manage your zap button.
All right.
Now let's take a look at connecting our pipedrive CRM to our Paperform.
Let's click create zap and search for paperform we'll click paperform,
and then select our trigger event,
being a new form submission hit that continue button and
select your paperform account.
Once selected we'll click continue and then we'll be prompted to select which
form we want to set up our zap connection.
Now for me,
it's my scheduling form.
And then I'll click continue.
Let's run a test trigger.
Zapier once again is going to take a look to see if paperform has some real
data to test the connection with. Now it's time to connect our Pipedrive CRM.
Much like we searched for paperform we'll search for Pipedrive.
And click the pipedrive app.
Now let's select our action event.
We want to populate our pipedrive CRM with a new person.
So we're going to select to create person, once doing so we'll hit that continue
button again, and then we'll be prompted to sign into our Pipedrive account
Click Allow and installe.
And this will connect your Pipedrive to your Zapier.
Once connected, simply click continue.
Now it's time to customize our zap, for the name of our new person.
I'm going to follow that process once again, of answer piping and
display their response to my name question, I'm going to leave the
owner and organization fields blank.
And for the email field, you guessed it once again, I'm going to use that
process of answer piping and display their response to my email address
question, then I'll click continue.
Now.
We'll just need to test that zap and Viola.
If we jump into our pipedrive account, we can see that a new
person has been created successfully.
Now, all we need to do is ensure we turn on our zap.
Automating your workflow is that easy!
My form has now been connected to my zoom account and my pipe drive CRM.
When someone submits my form and schedules a time, my zoom account will
automatically create a meeting, likewise, my Pipedrive CRM automatically create a person.
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And if you'd like to learn how to automate any other workflow,
be sure to drop a comment below good luck and happy filmmaking.