Connecting Zapier to McGill CRM

Step-by-step guide

Get the API/Project details

Open up McGill CRM > Navigate to the project page > Open up API tab and take note of the Project and API key

zap1

Connect account in Zapier

In Zapier click on the account dropdown > connect a new account > copy/paste the Project and API key

zap2

Connect_an_Account___Zapier_and_New_Tab23

Map the fields and publish your zap

Match the fields from the Trigger to fields that should be filled up when the lead is created in McGill CRM.

Name_your_zap___Zapier12123

Test action

Test the action by sending the test payload to McGill CRM. If everything worked you will see a success message. If something failed please contact us at tech@mcgillimmobilier.com

Name_your_zap___Zapierwqrq



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