Zapier integration

To connect your Hanna account with Zapier, first you need to create/sign in to your Zapier account and then click on this link.

1. Click on the button Accept Invite & Build Zap.

2. When creating a new event, select the newest Hanna version.

3. Select the event type.

4. In the Choose account tab, click on the Sign in button to connect your Hanna account.

5. Zapier system will forward you to a sign in window to connect both systems. Enter your account's name in Subdomain field and generated API key in the first field. The more detailed instruction on how to create API key can be found here.

6. Enter the information into the system. It is mandatory to specify these fields.

• Assign - system user ID number. This ID can be found in Setup - Staff. Select the needed user's card - the ID will be shown as the last digit in the web URL (e.g. youraccount.hannacrm.app/admin/users/profile/1 ).
• Status - lead status ID number (Can be found in Setup - Leads - Statuses).
• Source - lead source ID number (Can be found in Setup - Leads - Source).
• Added from - system user ID number;
• Date Added (the date the lead/contact is added to CRM).
• Date Assigned (the date the lead/contact is assigned to the user).
• Name.

When all information is entered, then click on the button Continue.

7. To test the events creation, select the option Test step.

8. When all actions are completed, to finalize the integration click on the button Publish.

• How to create a new event in Zapier?
• Test your actions.