Visit CRM sync via Zapier for the original integration setup instructions.
A CRM integration via Zapier can be customized with tags to identify or capture individual employees, departments, or more. Below are instructions for customizing your integration with query parameters via Zapier.
Copy the webhook URL from Zapier
Go to the Haystack mobile app's Settings screen
Tap your company's name
Tap Zapier and paste the webhook URL provided by Zapier
Add ?<key>=<value> to the end of the provided URL
It should look like this example:
Go back to Zapier on your computer
Under your CRM's Configure Action screen
Scroll to the desired field and select 1. Querystring <key> from the list
It should look something like this:
** For each desired parameter, you can add &<key2>=<value2> at the end of the provided URL from Zapier, then add to the applicable fields as necessary.