Send customer information to Really Simple Systems
Easily collect customer information by integrating typeform with your Really Simple Systems database through Zapier.
Once integrated, your typeforms can automatically create or update accounts, create tasks, and record activities in the Really Simple Systems CRM.
What you need:
- A Typeform account with at least one active typeform
- A Really Simple Systems CRM account
- A Zapier account
To integrate your Really Simple Systems CRM with Typeform through Zapier, you’ll first need to enable our API Version 4 and create an account with Zapier.com.
Enabling the API V4
If you are an administrator of your CRM, the API V4 will automatically be enabled. If the user setting up your Zapier integration is not an administrator, you will need to enable the API for them. In your CRM, go to Settings then Integrations and API V4.
Click Enable API Access to Users. Select the user you wish to enable the API for and click Enable Access.
Clicking the Zapier link on the Integrations page takes you to a selection of zap templates you may like to use, including Typeform.
If you haven’t done so already, sign up to Zapier at Zapier.com
In Zapier, use the app search box to find Really Simple Systems and click to select.
This will bring up a dialogue box asking you to log in to the CRM. Enter the credentials of the user you enabled the API for and click the Authorize button.
The dialogue box will close and will take you back to the Connected Accounts page in Zapier where you will see the Really Simple Systems connection.
Click the Test button to make sure it works – you should see a green success button.