How are AI features priced?

AI features are included in every plan at no additional cost. We don't charge per-token or add AI surcharges.

Yes, all our products come with robust REST APIs, webhooks, and SFTP integration options for enterprise workflows.

Where is data processed?

Data is processed securely in US-based data centers with SOC 2 Type II compliance, AES-256 encryption, and full audit logging.

Can I try before I buy?

Yes, most of our products offer free trials or free tiers so you can evaluate before committing.

What kind of support do you offer?

We offer email support for all plans, with priority support and dedicated account managers for higher tiers.

Integrating Zapier with Your CRM: A Simplified Guide

Integrating your Customer Relationship Management (CRM) system with Zapier can significantly streamline your workflows and enhance productivity. Zapier acts as a bridge between thousands of apps, and CRM integration is pivotal for automating tasks such as data entry, contact updates, lead tracking, and much more. Here's a step-by-step guide to connecting Zapier with your CRM:

If you're new to Zapier, create an account. If you already have one, just log in.

Step 2: Choose Your CRM

Within the Zapier dashboard, click 'Make a Zap!' and search for your CRM in the app directory.

Step 3: Select a Trigger

Decide what will prompt your Zap. This could be a new contact, deal, or activity in your CRM.

Step 4: Connect Your CRM Account

You'll be prompted to sign in to your CRM account to authorize the connection to Zapier.

Step 5: Set Up the Trigger Details

Specify the criteria for your trigger, such as a new record or status change.

Step 6: Choose an Action App

After setting the trigger, pick an app where the action will take place, such as sending an email alert, creating a task, etc.

Step 7: Configure the Action

Match the fields from your CRM to the corresponding fields in the action app to ensure data flows correctly.

Step 8: Test Your Zap

Before going live, test the Zap to ensure it works as intended.

Step 9: Activate Your Zap

Once satisfied with the test, activate your Zap and watch your automated workflow in action.

Remember to regularly review and fine-tune your Zaps to keep workflows efficient. For more complex integrations or custom needs, consider consulting with a technology expert.