Here's how to connect your Zapier account to

*Note - You may want to change the quality of the video below to 1080p by clicking the gear icon and selecting the "1080p HD" option.


Step-by-Step Guide:

Step 1: Visit 


Step 2: Click on “Make a Zap.”


Step 3: Choose


Step 4: Choose the radio button for your desired trigger then click “Continue.” 


Step 5: Click “Connect” to join your to Zapier.

Once the pop up to log in to your account shows up, follow the prompts to sign in. 


Step 6: You may want to choose “Test” to ensure the account is activated then click “Save + Continue.”

If you're already signed into in the browser you're using for the Zapier integration, it may auto-detect your login and pull in the account automatically.


Now that you can connect your Zapier account to, you'll have endless opportunities for automation systems that will make your client management easier.