Zapier

Zapier makes it incredibly easy to tie your external systems into Qualified. A comprehensive set of triggers and actions are available to construct powerful workflows, both within Qualified and between other applications.

Overview

Let's quickly review what you can do with Qualified when using Zapier.

Triggers

Triggers are the events that cause a new "Zap" to run. Qualified provides a number of triggers.

Actions

Actions are things that you can do to change data within Qualified.

Searches

When constructing actions to take within Qualified or in other applications, you may want to look up information within Qualified's system.

Setup

Qualified's Zapier integration is currently private, so you will not be able to find it within the public app directory.

The following steps must be taken to get setup with Zapier.

  1. Contact Qualified's sales team to request early access (if you do not already have it).
  2. Visit the integrations page and generate your new key.
  3. Click the "Join Zapier Beta" button, which will open a new window to Zapier where you can accept the invite.
  4. After the invite is accepted, you must setup a new connection to Zapier, using the key generated in step 2.

Implementation Ideas

These reference docs are here to get you started with making a connection between Zapier and Qualified. To learn more about different ways in which you may want to integrate Qualified with different platforms, including via Zapier, please check out our Help Center for more information.