Zapier Platform ShareCRM Connector

https://zapier.com/apps

zaps

Supported capabilities:

trigger: Polls for changes (every 15 minutes)

action: Create, Update

Object scope: Fully supports all standard objects, custom objects, and custom fields

Authorization setup

How to get App Id , APP Secret And Permanent Code

1. Setup -> App List, click “New Enterprise Self-built App”

New Enterprise Self-built App — set Address to “www.sharecrm.com”

1. Find your app, click “Edit”

Click “Enable”

For Login Authorization, enter “www.sharecrm.com”

For Whitelist IP list, enter “0.0.0.0-255.255.255.255”

1. You will then receive the three parameters: App Id, APP Secret, and Permanent Code

How to get Phone

1. Setup -> Departments & Employee

1. Obtain the mobile phone number of an employee who has the CRM Administrator role

How to get Domain Name

Copy the domain portion displayed at the top of the URL (for example, fxiaoke.com) and paste it into the authorization page. Different login methods use different domain names.

For example:

https://fxiaoke.com/XV/UI/Home#chats

Please paste ‘fxiaoke.com’

https://hws.fxiaoke.com/XV/UI/Home#chats

Please paste ‘hws.fxiaoke.com’