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To create Zaps, you must connect a SuperOffice CRM account that has General Administrator user rights.

Steps

  1. Open the Zapier dashboard.
  2. Select Connect an Account. Zapier: Select SuperOffice CRM Account -screenshot
  3. Choose the SuperOffice tenant to connect.
  4. If logged in to a SuperOffice account, the process will continue through single sign-on (SSO). SuperOffice Zapier Integration -screenshot
  5. Verify that the connection is successful by selecting Test. Zapier: verify connection -screenshot
  6. Select Save + Continue to proceed.