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)

4. Search and select Whova as your trigger app

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

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

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

8. Click the Continue button

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

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

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

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

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

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

P.S. In case this didn't fully answer your question or want to see a live demo or ask live Q&A, join our Event Overview Whova Academy! We host a live session covering the Whova Overview and Setup every Monday at either 9AM or 1PM PDT.