What this does: Gatheroo’s Zapier integration connects your account to 1,000+ other apps – including CRMs, project management tools, accounting software, and communication tools like Slack. Zapier lets you build automated workflows (“Zaps”) that trigger when something happens in Gatheroo, or that create something in Gatheroo when a trigger happens elsewhere – no code required.

How to connect Zapier

  1. Go to zapier.com and log in or create an account.
  2. In Zapier, search for Gatheroo in the app directory.
  3. Click Connect and follow the prompts to authenticate with your Gatheroo account.
  4. You’ll need your Gatheroo API key: find this in My Account -> Integrations.
  5. Choose a trigger (something that happens in Gatheroo) or an action (something Gatheroo does) and build your Zap.

Example ways to use it

  • Create a new client record in your CRM automatically when a Gatheroo request is completed.
  • Send a Slack notification to your team when a client submits a request.
  • Automatically create a new Gatheroo request when a deal moves to a specific stage in your CRM.
  • Add a new contact to Gatheroo whenever someone fills in a form on your website.

Tip

Test your Zap with a sample request before relying on it for live client work, so you can confirm the trigger and action behave the way you expect.