Zapier setup
This has been a long time coming and we are super excited to release a Zapier integration with CounselMore. Zapier was a suggestion from our Collaboration Lab. We will continue taking user input as we expand the functionality of our integration so please continue to submit your ideas.
The integration is currently in Beta and we are inviting users on a per portal basis to connect their CounselMore to Zapier. Follow the steps below to setup your integration:
1) Setup a Zapier account. Go here to sign up or follow the next step if you already have an account.
4) From your Zapier Dashboard click, "+ Create" at the top left, then "Zaps"
5) Click "1. Trigger"
6) Then search for CounselMore
7) Under "Event" select "Contact pushed from CounselMore" and Continue
8) Click "sign in" under the Account section and enter your CounselMore username & password and click "Yes, Continue to CounselMore"
9) You should now be back in the "Account" section of your Trigger where you can click "Continue"
Then "Test Trigger"
10) At this point you're likely to see a message telling you there's no contacts found.
11) Head to your CounselMore portal, and navigate to any Student Record > Bio Banners > Contacts and you'll notice a Zapier icon to the right of every contact. Click the Zapier icon.
12) Now return to Zapier and click "Test Trigger"
13) You should now see confirmation of a successful test. Click "Continue with select record"
14) Now it's time to select an action. We can connect any platform we choose:
- Google Contacts
- Hubspot (or any other CRM)
- Acuity Scheduling
The possibilities are endless. For our use case, we'll send CM Contact information to Google Contacts to sync my data.
15) There are various action events you can choose from depending on your use case but for simplicity we have chosen the "create contact" event. Click "Continue".
16) Under Account click "Sign in" and authenticate to your Google Account. Accept and Allow all permissions until you're back in Zapier and see your information under the account section. Click "Continue"
17) The "Action" section is very important. We will map the data coming from CM directly to the contact we are automatically creating in Google Contacts. Clicking any field, "First Name" for example, will pull up a list of datapoints that CM sent over to Zapier. You can use these datapoints to auto-populate fields in your actions. In this case it's very straight forward. Pick "first name" and the other fields accordingly.
Your action should have the following fields filled out:
- First Name
- Last Name
- Phone number (recommended)
Ignore all other fields and scroll down to click "Continue"
18) You should now be in the "Test" section of your action. Click "Test Step"
19) You should see a confirmation that a contact was pushed to Google Contacts
Head over to contacts.google.com and you should see the test contact you just pushed
20) If everything looks good head back to Zapier and click "Publish" to finalize your Zap.
21) You should now see your Zap as "On" in your Zapier Dashboard
That's it!
From now on, any contact that you press the Zapier button for, will get pushed to Google Contacts.