How to connect with Zapier?

Connect Tixio CRM with thousands of apps (WhatsApp, Email, Spreadsheet, Social Media & so on) through Zapier and collect leads/deals/contacts from anywhere

🔧 Prerequisites

Before you begin, make sure you have:

• An active Tixio CRM account

• A Zapier account

• A Tixio API Key (found under Settings → Integrations → API Keys)

• Your lead source app ready (e.g., Google Sheets, Forms, Website, etc.)

Step-by-Step Setup Guide

Step 1: Create a New Zap

1. Log into your Zapier dashboard.

2. Click Create Zap in the top-left corner.
   

   

Step 2: Choose Your Trigger App

This is the app where the lead originates.

Example: Using Google Sheets as the Trigger

1. Search for Google Sheets.

2. Select the trigger event:
   New or Updated Spreadsheet Row
   

   

3. Connect your Google account if you haven't already.

4. Select: The spreadsheet , The worksheet & Trigger
   

   

5. Click Test Trigger to fetch sample data.
   

Zapier will now display one row from your sheet as the sample lead.

Step 3: Add Tixio CRM as the Action App

1. Click + Add Action.

2. Search and select Tixio.

3. Choose the action event:
   Create Lead, Create Deal, Create Company etc.
   

   

Step 4: Connect Tixio Using Your API Key

1. A popup will appear asking for authentication.

2. Go to:
   Tixio → CRM Settings → API Keys
   

   

3. Copy your API Key.

4. Paste it into Zapier and click Connect.

Your Tixio account will now be linked to Zapier.

Step 5: Configure the Tixio Action

You will now see several fields to configure:

• Title

• Type (Lead or Deal)

• Status

• Priority

• Additional fields (expand using Show All Fields)

Map your source data:

Click on each field and select the corresponding value from your trigger app.

Example:

• Title → Company Name (from Google Sheets)

• Type → LEAD

• Status → Qualified

• Priority → Normal

You may also map:

• Email

• Phone

• Contact person’s name

• Notes

• Value

• Custom CRM fields

Step 6: Test the Action

1. Click Test Step.

2. Zapier will create a test lead inside your Tixio CRM account.

3. Go to Tixio CRM → Leads/Deals to confirm the entry.

If everything looks correct, proceed to publish.

Step 7: Publish Your Zap

Click Publish at the top right.

Your integration is now active and will automatically create leads/deals every time a new entry appears in your trigger app.

🎉 You’re All Set!

Once connected:

• Leads are captured instantly

• Data stays consistent

• No manual entry is required

• You can build unlimited automations with thousands of apps