Hi,
I’m working on a software that would generate some user data. My clients are asking if the data can flow into their CRM software automatically.
I’m thinking of creating a Zap whereby I email them the data in a certain formatted way and their CRM app will be the receiving end. Thereafter I’ll share the zap with them so that they can sign-in their CRM for this to work?
Will this work?
Thanks for any help!
Hey there! If you’re asking if you can set up a zap, and share it with them - Then this will work as long as the apps are the same and the data structure is the same.
But I suspect there’s more to your question - Can you explain if there would be any differences in what you’ve created versus what you’re sharing with the client?
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