Connect sub-account with Zapier

Zapier is a platform that allows different apps to communicate instantaneously to automate workflows. By integrating CRM with Zapier, you can automate tasks such as lead capture, updating contacts, and much more.

Please follow below steps to connect:

Step 1: Log in to your Zapier account.

Step 2: On the home screen, click Create > Zap.

Step 3: In the Zap editor, click on the Trigger block and search for ResQEngage from the list of apps.

Step 4: Under the account section of the trigger setup, click on the “Sign In” button.

Step 5: You will be redirected to the login screen. Enter your CRM email and password to proceed.

Step 6: After logging in, you’ll be prompted to select the sub-account you want to connect with Zapier.

Once completed, your Zapier account will be successfully connected to CRM. You’ll see ResQEngage listed under “Accounts” in your Zap setup, confirming the integration is active.

Disconnecting ResQEngage connection with Zapier:

1. On the Zapier home page, click on Apps in the left-hand menu.
   
   

2. Go to the App Connections section.
   
   

3. Locate ResQEngage in the list of connected apps.
   
   

4. Click the three-dot menu (•••) next to ResQEngage.
   
   

5. Select Delete to remove the connection.
   
   

This will successfully disconnect ResQEngage from your Zapier account.