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      Syncing Your Workflow 101 Guide

      This article will show you how you can use integrate your website leads to your CRM.

      Integrating your website with a Customer Relationship Management (CRM) system can streamline your workflow, enhance customer interactions, and improve data management. Zapier, a leading automation platform, simplifies this integration process, enabling seamless data flow between your website and CRM. This article explores how to sync your website with any CRM using Zapier and the importance of this synchronization in your tech strategy.

      Step By Step Instructions To Syncing Your Workflow:

      How to Sync Your Website with Any CRM Using Zapier

      Step 1: Create a Zapier Account

      If you don't have a Zapier account, sign up for one at Zapier. Zapier offers various pricing plans, including a free tier with basic features.

      Step 2: Identify Your Triggers and Actions

      Determine what triggers and actions you need for your integration. For example, a trigger could be a new contact form submission on your website, and the action could be creating a new contact in your CRM.

      Step 3: Connect Your Website to Zapier

      1. Choose a Trigger App: Select the myRealPage platform.
      2. Select the Trigger Event: Choose the specific event that will start the automation, such as a new form submission or a new user registration.
      3. Connect Your Account: Follow the prompts to connect your website to Zapier by providing the necessary API keys or login credentials.

      Step 4: Connect Your CRM to Zapier

      1. Choose an Action App: Select your CRM (e.g., Salesforce, HubSpot, Zoho CRM) as the action app.
      2. Select the Action Event: Choose the specific action that will happen in your CRM, such as creating a new contact or updating an existing record.
      3. Connect Your CRM Account: Follow the prompts to connect your CRM to Zapier by providing the necessary API keys or login credentials.

      Step 5: Configure the Zap

      1. Map the Data: Match the data fields from your website to the corresponding fields in your CRM. For example, map the website form's "Name" field to the CRM's "Contact Name" field.
      2. Test the Zap: Zapier will prompt you to test the integration to ensure it works correctly. Complete the test to verify the data flows seamlessly from your website to your CRM.
      3. Turn on the Zap: Once the test is successful, turn on the Zap to start the automation.