How do I integrate CRM via Zapier?

In order to this, please access:

1. Attendees > Integrations > CRM Integration via Zapier

2. Sign up/Sign into your Zapier account

3. Click Create a Zap (Zapier's automation tool)

create zap.jpg

4. Search and select Whova as your trigger app

select whova.jpg

5. Select "Get Attendees" as the trigger > Click the Continue button

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6. Link to your Whova account > Click the Sign in button

choose Whova account .png

7. Introduce your Whova credentials > Click "Yes, Continue" button

zapier into whova.png

8. Click the Continue button

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9. Select the Whova event you'd like to export your attendee information from > Click Continue button

locate whova event.png

10. To make sure your event is linked properly, click the "Test trigger" button

test trigger.png

11. Confirm it is working properly > Click the Continue button

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12. Select the CRM you use > Choose how your CRM will use Whova's attendee data

agile CRM.png

13. Sign into your CRM through Zapier > Click the Continue button

sign into CRM.png

14. You can test your action to make sure everything is working properly

test and continue .jpg