Shaker

How do I connect Shaker and Zapier?

Updated on

Connecting Shaker with Zapier will first require you to create a Zapier account. They offer free and paid options.

Currently, Shaker can only receive data from other apps and create new contacts with that information. So, if you're using any lead generation services, this will be a great way to have that contact information automatically uploaded into Shaker for you.

First, you will need to make sure the lead generation service you use is on Zapier. If so, you will need to add them to your Zap workflow. Once you do that, find Shaker and add it to the receiving end, and select Create Contact as the workflow's result.

Different services will allow for different triggers to send information to Shaker. Maybe it's a new contact in your lead gen service, or you would rather wait until a deal is created to have the contact info sent to Shaker. It's all up to you and what the service provider offers.

Once you've created the workflow, you just need to turn the Zap on, and you're done!

(The video above is just a brief example.)

Previous Article Integrating Shaker and kvCORE
Next Article Integrating Shaker and SkySlope