Add a Location via Zap
In this article we will go over how to automate the process of adding a new location to your agency account.
Use Case: You can set a form to capture a new client information and payment. On submit, you will create a new location to your agency account, optionally with a snapshot and a Twilio phone number.
What You Will Need
- An active Zapier account
- An agency account
- An active Twilio account
Create a new Zap in Zapier
Select your CRM app (1) > Choose the "Add Account" action (2)
Map the fields based on the form submission
Step 3 (Optional)
If you wish to automatically purchase a phone number from Twilio, select "True"