Zapier 101

Make sure you are logged in to ServiceMonster 6 and Zapier.com in separate tabs.

Create an account with Zapier.

• Choose a subscription plan (Free-$250/month) - visit www.zapier.com/pricing for detailed information
• Create an account with your name, email and password - OR create an account using your already-existing Google account.
• Your chosen subscription determines the complexity of each Zap

Once completely logged in, create the first "Zap." (Example below is a two-step Zap with Google Contacts)

To set up the first step, "Trigger:"

• Click the orange button "Make a Zap!"
• Search Google Contacts in the search bar
• Click on it
• Select New or Updated Contact
• Click Save + Continue
• Select "Connect An Account"
• Select the Google Account that you want to integrate
• Allow Zapier access to your Google Account
• When that's completed, select the button Test to test the connection (it should say "Success!")
• Click Continue
• Leave the Contact Group as "All"
• Click Continue
• Click Fetch & Continue
• If it says "Test Successful!" then click Continue

To set-up the second step, "Action:"

• Search "ServiceMonster" in the search bar
• Click on it
• Make sure "Create Lead" is selected
• Click Save + Continue
• Select Connect An Account
• To locate the Username and Password, go to your ServiceMonster 6 account
• Click Settings (Navigator) and API Settings
• Select +New API User
• From "Role" drop down, select Admin
• In the Note field, type in "Zapier"
• Click SAVE
• Copy and paste the given User and Password into the appropriate fields in Zapier
• Click "Yes, Continue"
• Click "Save + Continue"
• Under Set-up ServiceMonster Lead, click in the First Name field
• An already-existing contact should appear, click on it
• Fill in Email field in the same way
• Click "Continue"

To test the new "Zap's" connection to ServiceMonster:

• Click "Send Test to ServiceMonster"
• Return to your ServiceMonster 6 account
• Go to Leads (Navigator) > Leads
• Change grid filter to "All Leads"
• The test lead should appear in this list

Note: Due to being in beta for the Zapier integration, the testing functionality is limited. If you are setting up a trigger and no test data is pulled, simply hit the "skip test" button, finish setting up your zap, and then run through the process manually with obvious test data to see if the connection was successful or not.

Naming and finishing the new "Zap":

• Return to Zapier.com
• Click "Finish" button if connection was successful
• Give new "Zap" a name and then turn it "On"

Zapier will check Google Contacts every 5 minutes for updated and/or new contact information that it will, in turn, send to ServiceMonster 6 as a Lead.

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