Question: What is the Zapier Service?
Product Family: Act!
Product: Act! Premium*, Act! Premium (access via web)*
Version: v19.1 and later
Integration: Act! Premium Web API, Act! Connect Link
*Requires active subscription
Act! CRM comes complete with a feature called Connect. This makes use of the background API to connect Act! CRM with a whole range of other software. The thinking behind this is, if you have a person who needs CRM software for their business, they may well be making use of other forms of software as well, for example they may have an accountancy based program, or they may have a storefront setup to sell their goods.
Connect allows Act! CRM to create specific connections between these pieces of software. As an example, if a person is using Quickbooks, you may wish that whenever you record an order within Quickbooks, the detail of that order automatically appear within their Contact History record in Act! CRM. This kind of functionality is extremely useful, as once again it means the History tab within the Contact is completely accurate, and it prevents you from having to manually enter the same details you’ve just recorded into a different system.
There are a number of specific connections available, but the majority of available connections can be found through the Zapier service. In a nutshell, Zapier is a service that allows all programs that use their shared API connect to one another. There are over 2000 different programs currently using the Zapier service, and it is easy to check their website to see if the software you use is available. As long as you can find your software there, it will be able to link to Act! CRM.
To perform a search to see if you can use the Zapier service to link your software, click here. For more information on what exactly Zapier is, click here.