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Enabling a user to select a list from their CRM account in a new integration

  • 7 July 2020
  • 1 reply
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I am building a Zapier integration for our own CRM application. A user of our CRM can have multiple lists, akin to how a user of Mailchimp can have multiple audiences. We would like to make it possible for a user to view a dropdown of all their lists and select the list they would like to use in the zap. For reference, this is possible as one of the first steps in setting up a Mailchimp zap. What is the recommended way to build step this into our integration? Cheers.

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Best answer by Danvers 10 July 2020, 09:41

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Hi @GNG123!

 

To do this, you need to build a Dynamic dropdown field (one that will look at a user’s account and pull in the relevant options for them to select from. 

 

How you build that depends on whether you’re using the CLI builder or the visual builder. 

 

For more info on building a dynamic dropdown field in the visual builder using the input designer, check out this doc: Input designer

 

If you’re building using the CLI, this doc will help: How to use dynamic dropdowns in Zapier CLI