Accessing Your Contact and Leads Through Zapier

Accessing Your Contact and Leads Through Zapier

You are now able to access your ClientBAY contacts and leads through Zapier.  You can create new contacts in ClientBAY from other Zapier-connected apps, or send your ClientBAY contacts to other platforms using Zapier. 

Step 1: Create a Zapier Account.
In order to access and use Zapier with your ClientBAY account, you must first have a Zapier Account. If you do not already have one, you can sign up for free by following the steps in this Zapier Article.

Step 2: Developer Invite.
Visit the following link to access the ClientBAY Zapier Integration
Click Accept Invite and Build Zap to continue setting up your integration integration.
Step 3: Create an API Key
You will need to generate an API Key in ClientBAY. You can do so by following these simple steps.
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For any Zapier issues or questions - please reach out to Zapier Support at https://zapier.com/l/support

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