Integrating with Salesforce Using Zapier

1. Integration requirements

• Spir account (Team plan)

• Zapier account (Free or Paid plan)

2. Steps for Zapier integration

1. Prepare a Webhook URL in Zapier
   
   Add a Webhook Trigger in Zapier (Generate a Webhook URL)

   

   
   
   
2. Connect the issued Webhook URL to our system
   
   Enter the issued Webhook URL in the application form below.
   [Spir] Application for Webhook Usage
   
   
   
3. Confirm event on the availability URL after receiving a setup completion notice
   
   Test and confirm the scheduling on the desired availability URL. This helps with configuring while checking sample data via Zapier.
   
   
4. Load the test JSON in Zapier
   
   In the Test tab of the Webhook Step created in step 1, load the JSON from the availability URL confirmed in step 3.
   Confirm the recorded request and select it.

   

   
   
   
5. Filter using the availability URL
   
   Add a filter in Zapier.
   Specify the link of the availability URL you want to filter using Payload Original Url.
   If filtering multiple availability URLs, add "or".

   

   
   
   
6. Convert form responses
   
   Add a format in Zapier.
   JSON of form responses in Zapier is converted to a comma-separated string data like CSV. Configure the Formatter to separate using commas.

   

   
   
   
7. Separate first and last names (Optional)
   
   Add a format in Zapier.
   Since the invitee's name (invitee.name) might have the first and last name together, split them using a space.
   We recommend adding a space between the first and last names in the survey form's help text.

   

   
   
   
   
8. Integrate with Salesforce
   
   Add Salesforce integration in Zapier.
   Set actions like Create Lead or Update according to your requirements.