Connect your SuperOffice account with Zapier

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Note

To be able to create Zaps, you must connect a SuperOffice CRM account that has General Administrator user rights.

Steps

  1. Go to your Zapier dashboard.

  2. Click the Connect an Account button.

    Zapier: Select SuperOffice CRM Account -screenshot

  3. Select the SuperOffice tenant you want to connect to.

  4. Sign in to your SuperOffice account.

    SuperOffice Zapier Integration -screenshot

  5. Click I approve to allow Zapier to access your SuperOffice Online tenant.

    Connect Zapier to SuperOffice -screenshot

  6. Check that the connection is ok by clicking Test.

    Zapier: verify connection -screenshot

  7. Click Save + Continue when you are ready to continue.