You can eliminate duplicate data entry tasks and automate more of your workflow by using Zapier to help you keep your Bonterra CRM database up to date.
Zapier connects your other apps to Bonterra CRM without needing any additional coding or custom API connections. After setting up the initial link, you’ll be able to add “Zaps” that automatically add or update contact records from many of your external apps.
- Read more about the kinds of actions you can take with Zapier
- Read more about how to set up Zapier to work with Bonterra CRM
Once you've set up the initial link, try using one of these pre-designed Zaps below to start automating some of your most common tasks.