How to Connect HARi to Zapier
How to Connect HARi to Zapier
Section titled “How to Connect HARi to Zapier”Zapier lets you connect HARi CRM to over 6,000 apps — Gmail, Slack, Mailchimp, QuickBooks, Google Sheets, and more — without writing any code. When something happens in one app, Zapier automatically triggers an action in another.
What Is a Zap?
Section titled “What Is a Zap?”A Zap is an automated workflow in Zapier. Every Zap has:
- Trigger — The event that starts the workflow (e.g., “New contact created in HARi”)
- Action — What happens next (e.g., “Add subscriber to Mailchimp list”)
You can chain multiple actions together for more complex automations.
Connecting HARi to Zapier
Section titled “Connecting HARi to Zapier”- Go to zapier.com and log in (or create a free account)
- Click Create Zap
- In the trigger step, search for HARi CRM
- Select a trigger event:
- New Contact — Triggers when a new contact is created
- New Lead — Triggers when a new lead is created
- Deal Stage Changed — Triggers when a deal moves to a new stage
- Record Updated — Triggers when any record is modified
- Click Sign in to HARi CRM
- Enter your workspace URL and authenticate
- Test the trigger to make sure it connects successfully
Setting Up an Action
Section titled “Setting Up an Action”- After the trigger, click Add Action
- Search for the destination app (e.g., Slack, Google Sheets, Mailchimp)
- Choose the action (e.g., “Send a message”, “Add row”, “Add subscriber”)
- Map the fields from HARi to the destination app:
- e.g., HARi contact name → Mailchimp subscriber name
- e.g., HARi deal value → Google Sheets cell
- Test the action
- Click Publish to activate the Zap
Popular Zap Examples
Section titled “Popular Zap Examples”| Trigger | Action | Use case |
|---|---|---|
| New lead in HARi | Send Slack notification | Alert sales team instantly |
| Form submission (Typeform) | Create contact in HARi | Auto-capture website leads |
| Deal won in HARi | Create invoice in QuickBooks | Streamline billing |
| New contact in HARi | Add to Mailchimp list | Build marketing audience |
| Task overdue in HARi | Send email reminder | Ensure follow-through |
Using Webhooks as an Alternative
Section titled “Using Webhooks as an Alternative”If you need more control than Zapier’s standard triggers offer, you can use webhooks to send real-time data from HARi to Zapier’s webhook trigger. This gives you access to every event in the CRM.
- Start with one Zap — Get it working before building complex multi-step workflows
- Test with real data — Make sure the field mapping is correct before going live
- Monitor your Zaps — Check the Zapier dashboard periodically to catch any failures