Step-By-Step InstructionsIntegrating Zapier with OttoMatey:Connecting Webhooks:Common Questions

OttoMatey offers seamless integration with your CRM and automation tools like Zapier/Webhook. This guide provides a step-by-step walkthrough to help you set up these integrations, ensuring a more efficient workflow.

💡 TIP: Always test your integrations to ensure they're functioning correctly.

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Step-By-Step Instructions

Connecting Your CRM to OttoMatey:

1. Access Integrations

• • Navigate to the “Integrations” tab on the left-hand side of your dashboard.

2. Select CRM Integrations

• • Click on “CRM Integrations” at the top.

• • Choose the blue “+Add CRM Integration” button in the top right-hand corner.

3. Link Your CRM

• • Pick your desired CRM tool from the list.

• • Input the necessary details to integrate it with OttoMatey.

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Integrating Zapier with OttoMatey:

1. Navigate to Integrations

• • Click on "integrations" on the left navigation tab.

2. Find Zapier

• • Either click "automation" or scroll until you locate Zapier.

3. Connect and Manage

• • Click "Connect" followed by "Manage."

4. Retrieve Zapier Token

• • Here, you can view your Zapier Token, essential for connecting to Zapier/Webhook.

• • This section also allows you to adjust your webhook settings.

5. Set Up Your Zaps

• • Proceed to build out your desired Zaps on Zapier.

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Connecting Webhooks:

1. Create Your Hook in Zapier

• • Start by setting up your hook within Zapier.

2. Access Integrations on OttoMatey

• • Click on "integrations" in the left navigation tab.

3. Locate Webhook

• • Click "automation" or scroll until you find Webhook.

4. Input Callback URL

• • Paste the Callback URL you obtained from Zapier.

5. Choose Your Trigger

• • Select the specific "Trigger" for which you want notifications.

6. Test the Integration

• • Click "Test" on your platform.

• • Then, click "Test" on Zapier.

7. Wait and Confirm

• • Await the success notification.

• • Once received, click "submit" to finalize the integration.

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Common Questions

Q: Can I integrate multiple CRMs with OttoMatey?

Answer: OttoMatey allows you to integrate a variety of popular CRM tools. However, always ensure that each integration is set up correctly to avoid data discrepancies.

Q: What if my webhook test fails?

Answer: If your webhook test doesn't succeed, double-check the Callback URL and ensure that the trigger settings match between OttoMatey and Zapier.

💡Tip For a smooth workflow, keep your OttoMatey software updated and regularly check for new integration features or improvements. If you encounter any issues, OttoMatey's support team is always ready to assist.

Updated on: 08/07/2024