Question

Zapier Teams plan - inviting members

  • 15 June 2021
  • 2 replies
  • 31 views

I’m looking to upgrade to Zapier teams. I have clients that I am looking to add as team members to allow them to authenticate their different CRM’s and billing systems when I invite them to a specific Zap. 

Is there an easier way to do this or does anyone have any other suggestions? What’s tricky is the client has to accept the invite to our account and then we need to add them to the “folder” where their zap is.


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2 replies

Userlevel 7
Badge +14

Hi @brians7772 

Might be easier for each of your clients to have their own Zapier accounts that you log into and configure their Zaps.

 

Check out the available help articles about Zapier Teams: https://zapier.com/help/account/teams

@Troy Tessalone, my only concern is them having to pay for another service when they need a premium zap. Just my initial thought.