Code-free Integrations with Zapier
What is Zapier?
Zapier is an integration platform as a service that allows its customers to seamlessly integrate many different software tools out there without the need to write any code.
How does it work?
After you sign up for a Zapier account (there is a free edition), you will need to create something called a "Zap". Think of Zaps as automated workflows/triggers that can be built, either within a system or between systems.
Please refer to the following article on how to create your first Zap:
Different Apps to Connect
Zapier has a huge collection of apps that have partnered with them so that you can build out integrations by just connecting Zaps. For a full list of apps, please refer to their apps page. Chances are if it's a popular cloud software tool, it's on Zapier.
For Spiro specific ideas and connections, please refer to the Spiro integration page.
Common Use Cases
Adding a contact to Google Contacts -> Automatically add them to Spiro
Closed won opportunity creates a task in your project management software