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hello vipers let's talk about how to use

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zapier so that you can have vipe cloud

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talk with other business software that

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you have uh as a part of your stack

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so zapier is a freemium platform that

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enables

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otherwise unrelated business software

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platforms to integrate with one another

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without a direct integration

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so what i mean by freemium is that it is

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typically free to use except for in

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certain circumstances where you're a

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very heavy user

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or there are also certain software

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platforms though not too many that just

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simply require a uh

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someone to pay for zapier in order to

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use it

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vyp cloud is not one of those and

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most other software

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is not a premium

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connection to use in in zapier

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and so zapier allows

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vip cloud to work with

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honestly most of the software that is

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out there without us having to build a

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direct integration in the first place um

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though we do have a a bunch of platforms

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that do have direct integrations

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including calmly go to webinar

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and quickbooks

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and we are always adding more to that

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list

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and so

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to get started with this you can go to

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your setup page right here

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click on zapier

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and then from here you can click on this

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button right here to

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click here to create your zaps

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and then that will take you to uh to

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zapier and make it so that the the vipe

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cloud

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integration is available to you on that

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platform

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you'll need to create an account here

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like i said it is free for information

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about their uh their paid plans you can

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see that on their website

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and then to uh to create a zap you can

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go right here create zap

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something to know about uh how their

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integrations work is that it's sets of

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triggers and actions and so

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each zap will have one trigger and then

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it will have at least one action because

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you are actually able to have multiple

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actions

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that happen after an individual trigger

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now in most cases people are sending

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information to vipe cloud

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using zapier that's just kind of how

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crms tend to work they were mostly

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gathering information as opposed to

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sending it out although we do actually

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have the ability to send information out

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as well

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and so

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what you'll want to do is choose from

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choose from some other some app that you

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are looking to

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to send information

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to vypcloud

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in this case i'm just going to use

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microsoft office right here because i

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already have that uh that connected

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and in most cases when it comes to

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connecting

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a platform here

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you're uh

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either going to need to just

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authenticate by logging in and also

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you'll often need to collect an api key

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from your account in order to do that

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just to quickly go over that with vip

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cloud actually api keys can be found

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right here it might sound technical but

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it's actually a very simple process all

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you need to do is click on that and here

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just so i don't uh

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reveal what my

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keys are here let me just

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there we go so after you click on that

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it'll take you to this page right here

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create api key right down here you'll

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see a string of numbers copy those

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numbers over paste it into

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the the field that

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zapier is looking for

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along with your email address that'll be

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all set for your for your vip cloud

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authentication that is

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uh other platforms might work a little

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bit differently and you'll have to refer

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to them

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for further clarification

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so from here trigger event you're going

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to be choosing what it is you want to

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have initiate the automation

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and so here we can see what uh

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what microsoft's uh are

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and and then it's very linear process

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you go through continue and so on and so

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forth

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and then you go to create your action in

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this case we're gonna do a vip cloud

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and so

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this is something this is actually what

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we're looking at here actually is a

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little bit of a bug on zapier side this

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has been going on for quite some time

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now actually the good news is is purely

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aesthetic where you see

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indeed what is the most uh what is the

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newest

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version of the vipe cloud

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app

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uh on zapier which is while i'm

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recording this is 1.6.1

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um

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yet it still says newer available so

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really all you ever need to do is just

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choose whichever one is the highest

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number so that in that case is this

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right here

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uh since i've already connected my vip

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cloud account here this is already all

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set

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and

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and then we choose the action event

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and so here are the here's the current

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list of actions that are available

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from vip cloud

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you have create contact so that means

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that if whatever your trigger is has

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contact information in it you're able to

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create a contact right there

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create opportunity this also allows you

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to uh to create an opportunity

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and then you can launch a series as well

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and you can log in activity so that'll

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be like um

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like a a closed task basically that

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you're able to create on a contact

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record

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and then also update opportunity in

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cases where you're looking to just pull

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in information that already exists

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for an opportunity

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and so

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one thing too that

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here we go select that continue

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there we go and so the way this works is

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actually it's very much like importing

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information

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so it's very much just matching the

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fields now because i don't have any real

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sample information that's coming over

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from this we're not going to see a whole

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lot here but basically what happens is

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in vip cloud we have all this available

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information that can be added from an

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external source you click on click here

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and if that external app is providing

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data that has contact data you'll be

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able to choose it right from right here

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and say you know this is the address

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information this is the company name

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information and uh and so on and so

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forth additionally you're also able to

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add contacts to contact lists which can

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be quite handy as well for building up

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newsletter lists and things like that

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now one thing too that i want to

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emphasize is that we are very much uh

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happy to work with you on this process

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as well it's generally a pretty

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straightforward process but occasionally

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people can run into issues along the way

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and have questions and if that happens

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to you

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we are more than happy to to support our

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zapier integration and make sure that it

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is working smoothly for you

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so don't hesitate to reach out hope this

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uh is helpful and have a great rest your

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day