To create a Zapier integration, you will need to login to your zapier account from the website
Click on the ‘Make a Zap’ button located on the left panel of the homepage.
Once you’re in the Zap page, you can name your zap from the top left panel.
Setting the trigger:
The first step is to create the trigger. At this step, you have to enter the app where the trigger origins
- Choose the Mobilo Card App, which is public from the drop down menu.
- Once you select the app, you can set an event for the trigger.
- Choose the “New Lead” as a trigger event, that triggers when a new lead is created and click “Continue”
Next you need to connect an account by signing into Mobilo card.
When you click on Sign in, a new window will open. You will need to enter your API key and Account Key in this page. You can also enter your organization key to connect your account manager but this is optional. These keys are alphanumeric.
You can get your API and account Key from your Mobilo Account. Go to the API and Automation Settings page from the Menu Panel.
Once you enter your keys in the Connection window, click “Yes, Continue”.
Your Mobilo Card account will now appear as a connection on the Zap Page. Click "Continue" on the choose account section.
You can now test the trigger. A sample lead information will be displayed on screen, click Continue. This test lead will appear in your Mobilo account’s stats.
Setting the Action:
Once you successfully set your trigger the next step is to assign an action to the trigger event.
Search for the CRM app you want to create an action in by typing in the name of the app. Choose the app from the drop down menu on finding it.
Now you need to pick an action from the drop down menu to assign. It can be a message to your group, private message or a reminder. Then click “Continue”.
Now we will need to connect your CRM account to this Zap by signing into it. A new window will open, prompting you to allow access to your account. Click "allow" to proceed. If you already have your account connected with Zapier, you can choose it from the drop down.
You can choose to "Test and Review’" or "Test and Continue"
If you want to retest the action, click "Retest Action". If the test is successful, then you can click “Turn on Zap” to activate the Integration. You will receive a pop up confirming your Zap integration.