If you want to market to your members, the best way to do this is to synchronize them with your CRM.
The easiest way to do this is using our Zapier integration. This article outlines how to configure the Swarm Zap.
- Use this invite link to sign up for a Zapier account and add the Swarm integration to your Zapier account.
- Build a new Zap.
- Click on the Trigger section to add a Swarm Trigger.
- Select “New Member Joined Space” as your trigger event.
- Select your Account and click Continue. You’ll be prompted to select your Space.
- Click Continue and follow the steps to test your trigger.
- Next, you’ll be able to add an Action. This is where you connect your CRM to capture the member.
- In this example, we’re using Intercom but you can use any CRM supported by Zapier. Select the relevant action for your CRM to add the member as a contact in your CRM.
- Next, you’ll be able to map the member fields from Swarm with the fields required by your CRM.
- Once you’ve mapped the fields, follow the steps to complete the setup.
- You’re done! Now, whenever new members join your space, your CRM will be updated too.
Questions?
Please contact us below or use the live chat box and we’ll help you get set up.