We're excited to introduce the Zapier Dashboard app, a valuable addition to the Zapier for CRM integration.
Now, you can easily access your Zapier account directly from within Bitrix24. Customize, edit, and create automation workflows all in one convenient place.
The app is an add-on designed to enhance your user experience in the Zapier for CRM app. Make sure to install and configure the app in your account before installing Zapier Dashboard.
With just a few clicks, you'll have access to Zap templates, the ability to run Zaps with editing options, and all the familiar tools you love.
Say goodbye to constantly switching between multiple tabs when configuring CRM automation through Zapier.
What's more, the app is built upon the Zapier Full Experience embedding tools, ensuring enhanced security, reliability, and an added layer of comfort.
Walkthrough
To access the dashboard, simply open the app from the left menu in your Bitrix24 account. Once you do that, you'll be able to easily navigate to the dashboard.
Once you're in, you'll be prompted to either log in or sign up for a new Zapier account to see and edit your workflows.
After logging in, you'll gain access to a range of handy tools.
These include the ability to effortlessly create zaps using both Visual and Classic editors, conveniently manage and modify your connected zaps, and even choose from a variety of popular templates.
Creating Zaps is as easy as never before! To get started, simply click on the designated button to create a new Zap. From there, you can easily add and set up stages in the editor.
If you have any questions, concerns, or ideas about the app, we encourage you to contact Bitrix24 support team. Our Integrations support department is here to help you and provide any assistance you may need.