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How do I Configure External CRM - Zapier Integration?

Azavista Support
Updated

Configuring External CRM – Zapier Integration

Overview

The External CRM – Zapier integration allows administrators to connect Azavista with Zapier using webhooks, enabling automated workflows across connected applications. This integration supports version selection, throttling control, secure webhook credentials, field-level mappings for contacts, organizations, events, and members, sync direction configuration, team-based access control, and monitoring through logs and inspection views.

Step-by-Step Approach

1. Create a New External CRM – Zapier Integration

  • On the General Dashboard, go to Integrations.
  • Click + Integration.
  • Select External CRM as the integration type.
  • Select Zapier as the CRM subtype.
  • Enter a meaningful Integration Name.
  • Click Save.

2. Select Version

  • From the Version select field on the integration form, choose the required version.

3. Configure Throttling

  • Select or unselect the Throttling checkbox.
  • When selected, webhook requests are rate-limited.
  • When unselected, no throttling is applied.

Enter or Edit Throttling Time

  • When throttling is enabled, enter or update the Throttling Time.
  • This value defines the delay between consecutive webhook calls.

4. Copy Webhook Details

  • Locate the webhook configuration section in the integration form.

Copy Webhook URL

  • Click Copy next to the Webhook URL to use it in Zapier.

Copy Server Name

  • Click Copy next to the Server Name.

Copy Webhook ID

  • Click Copy next to the Webhook ID.

Copy h

  • Click Copy next to the h value used for webhook validation.

5. Save and Activate / Deactivate the Integration

  • Click Save to store the configuration.
  • Use the Activate / Deactivate toggle to control the integration state.
  • Active: Webhooks are triggered and sent to Zapier.
  • Inactive: Webhook delivery is paused.

6. Remove the External CRM – Zapier Integration

  • From the integrations listing, locate the Zapier integration.
  • Click Remove.
  • Confirm the action to permanently delete the integration.

7. Contact Mapping

  • Open the Zapier integration.
  • Navigate to Contact Mapping.

Add Field Mapping

  • Click Add Mapping.
  • Select the required Azavista Field.

Select Sync Direction

  • Choose the required sync direction (for example, Bidirectional, Inbound, or Outbound).

Remove Mapping

  • Remove the mapping from the listing when it is no longer required.

8. Organization Mapping

  • Navigate to Organization Mapping.

Add Field Mapping

  • Click Add Mapping.
  • Select the required Azavista Field.

Select Sync Direction

  • Define how organization data flows between systems.

Remove Mapping

  • Remove mappings from the listing as needed.

9. Event Mapping

  • Navigate to Event Mapping.

Add Field Mapping

  • Click Add Mapping.
  • Select relevant Azavista Event Fields.

Select Sync Direction

  • Choose the appropriate sync direction for event data.

Remove Mapping

  • Remove unwanted mappings from the listing.

10. Member Mapping

  • Navigate to Member Mapping.

Add Field Mapping

  • Click Add Mapping.
  • Select required Azavista Member Fields.

Select Sync Direction

  • Define how member data is synchronized.

Remove Mapping

  • Remove mappings from the listing when required.

11. Access the Logs Listing

  • Navigate to the Logs tab.
  • Review CRM execution activity and errors.

Clear the Logs

  • Click Clear Logs to remove existing entries.

12. Access the Inspect Listing

  • Navigate to the Inspect tab.
  • Review detailed webhook payloads and execution information.

13. Access the Teams Listing

  • Navigate to the Teams tab within the integration.

Select Teams

  • Click Select Teams.
  • Choose one or more teams from the pop-up.
  • Confirm your selection.

Remove Teams from Listing

  • Click Remove next to a team to revoke its access.

Once configured, the External CRM – Zapier integration enables secure, flexible, and event-driven automation between Azavista and Zapier-connected applications.

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