Instead of investing time and money in building integrations between different applications, you can easily build your own actions using Zapier. Zapier is a tool for connecting two apps – this connection is called a Zap. Simply put – Zaps are actions triggered by other actions.
Just a few very easy examples using Scoro:
- Whenever a new contact is added to Scoro as a lead, a new line with all the necessary details is added to a specific Google Sheet to compile a marketing list targeting potential new customers.
- Whenever I receive an email to my Gmail account, a new task (to reply to this email) is added to my task list.
- Whenever I'm assigned a new task in Scoro, it's automatically pushed to Jira as a new ticket.
All these examples are based on new information, yet it works exactly the same way in case you wish to keep updates (already existing contact is changed, etc.) in sync between the two apps.
Of course, there are hundreds of ways of using Zaps to create and organize your workflow, so go ahead and explore!
To switch on the integration to Zapier in Scoro, go to Settings > Site settings > Integrations and click on the switch.
Click on the button Generate token.
Use this token to connect your Scoro account to Zapier after you've created a Zapier account.
Now, open Zapier.com and sign up for a Zapier account or log in using your Google, Facebook, or Microsoft account.
You can create a new Zap from scratch or save time and pick one from our Zap templates.
To add a new Zap, click the Create Zap button on the upper left corner and start building your workflow.
Let's have a look at how to add a simple workflow – whenever you save a new contact as a lead in Scoro, it's added to your marketing list in Google sheets.
First, name your Zap (our Zap is called 'New leads in August').
Now, type in the name of the app that triggers the action into the search box. In this case, it's Scoro, as adding a new contact should trigger an action in Google sheet.
Now sign in to your Scoro account to link your Zapier account to Scoro.
A new window pops up.
Copy the token created on your Scoro site to the text box User token. Fill in your Site URL and Entity code as seen on Scoro's Zapier settings page.
Choose a trigger event. In this case, it's New Company.
You can then test the trigger and if the test is successful, you can continue creating your Zap by choosing an action. You can choose between built-in and third-party apps. For this example, we'll be using Google Sheets.
Note! You'll need to log in to your Google account, by clicking the Connect an Account button and filling in your Google account information.
Now create a new Google Sheet that you would like to use for the data taken from Scoro. Name the columns of the sheet by the data type. See a more detailed article on how to use Google Sheets in Zaps.
Choose the spreadsheet that's used for saving data (the one you just created), select the worksheet (sheet1, if there's just one sheet) and the data rows you want to add to the Google sheet.
If everything is filled out, test out your Zap and if the test is successful, turn it on.
Now, if you add another company to Scoro, all relevant data will be added to your Google Sheets.
In Google Sheets: