(Estimated time: 2 minutes)

Once your NextLead CRM is set up, learn how to connect it to Zapier to create automated workflows between your applications and web services !

<aside> ℹ️

What is Zapier?

Zapier is a tool that connects your applications to automate repetitive tasks without coding. For example, it can automatically add a contact from your CRM to an email list, create a task in Asana, or send a Slack alert to your team. This saves you time and keeps your tools in sync !

</aside>

  1. To integrate Zapier with your NextLead CRM workspace, click on the “settings” tab in your profile, then on “API access”:

API access tab

API access tab

  1. Then press the Zapier button to generate an automation API key,

  2. Next, log in using the email address you use for your NextLead CRM :

Zapier login screen

Zapier login screen

  1. Complete the Zapier onboarding, and once you reach the homepage, you can now create automated workflows :

Zapier dashboard

Zapier dashboard