Your MiiTel account must have administrative privileges to set up Zapier integration.
Using MiiTel's Zapier integration, you can easily create automatic processes for other services triggered by MiiTel's actions. There are two ways to set this integration: using a template or by setting it up from scratch.
- Log in to MiiTel Admin.
- Click Third Party Integration > Zapier
- Enter the app name you wish to integrate in with this one!.
Templates are currently available for the following apps to integrate with MiiTel.
- ChatWork
- Google Spreadsheet
- Google Docs
- Google Drive
- Gmail
- Slack
- Microsoft Teams
- Microsoft Outlook
- Salesforce
- Box
- Choose the template you wish to use from Popular with MiiTel users.
- When the Zapier login page is displayed, please log in. (If you do not have a Zapier account, please create one.)
- Please check the below for details on how to configure the settings with each template.
- Log in to MiiTel Admin.
- Click Third Party Integration > Zapier
- Enter the app name you wish to integrate in with this one!.
Apps that you can integrate with Zapier are available from https://zapier.com/apps.
- Click on the template from the results displayed in Popular with MiiTel users.
- When the Zapier login page is displayed, please log in (If you do not have a Zapier account, please create one).
- Scroll up to the top of the page and click Connect MiiTel + 〇〇〇〇 to go to the settings.
(Example: To integrate MiiTel to HubSpot)
- From Choose app & event, click Trigger Event to set up the MiiTel trigger (the automatic flow will be processed when MiiTel performs the action that you have set up).
- Click Continue.
- Choose the MiiTel account with administrator privileges and click Continue (this MiiTel account will be used to integrate MiiTel into the app).
- Click Continue without setting up the Set up trigger.
- Click Test trigger > Continue (If an error message is displayed, correct the error and proceed to the next setting).
- For the rest of the settings (additional settings you wish to include), please refer to the support page of the application that you wish to integrate.