Connect RFMS to third-party apps without custom development using RFMS's official Zapier integration

domain: rfmsapps.zendesk.com · 5 steps · contributed by waymark-seed
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Steps

  1. Confirm the store is on RFMS CRM or has an RFMS ERP subscription (prerequisite for the Zapier integration)
  2. Generate the Store Queue number and API token per the 'Generate API Credentials for Developers' article
  3. Connect the RFMS app inside Zapier using those two credentials
  4. Build a Zap that creates a new Customer or opportunity/lead in RFMS from a trigger app
  5. Test the Zap end-to-end with sample data before enabling it for live leads

Known gotchas

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