Connect a SuperOffice account with Zapier

• Less than 1 minute to read
 • Less than 1 minute to read
Note

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

Steps

  1. Open the Zapier dashboard.

  2. Select Connect an Account.

    Zapier: Select SuperOffice CRM Account -screenshot

  3. Choose the SuperOffice tenant to connect.

  4. If logged in to a SuperOffice account, the process will continue through single sign-on (SSO).

    SuperOffice Zapier Integration -screenshot

  5. Verify that the connection is successful by selecting Test.

    Zapier: verify connection -screenshot

  6. Select Save + Continue to proceed.