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Connect AccountableCRM with Zapier

Updated this week

This guide assumes that you are familiar with Zapier and already have an account. If you aren't familiar with Zapier or need to create an account, please visit their website.

Step 1: Get Your API Keys

  • In AccountableCRM, click on the avatar icon in the top-right, and then click Integrations.

    • Keep this page open—you'll need to reference it in a later step.

Step 2: Connect Your Account

  • In another tab, sign in to Zapier.

  • Click My Apps in the left-hand navigation.

  • Next, click + Add connection in the upper-right.

  • In the prompt that appears, search for AccountableCRM.

  • Another window will appear asking for your API Client Key and API Secret Key.

    • These can be found in your AccountableCRM account. (Remember: the tab that was left open from Step 1.)

  • Copy and paste your API Client Key and API Secret Key into the appropriate fields, and then click Yes, Continue to AccountableCRM.

  • And now you're done!

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