Integrating your CRM system with Scispot through Zapier provides seamless data synchronization, reduces manual entry, and keeps your lab and sales teams in sync. This guide walks you through creating a Zap in Zapier to pull new records from your CRM software and add them to Scispot Labsheets automatically.

Getting Started: Setting Up Your Zapier Integration

Before diving into the setup, here’s what you’ll need:

Zapier Account: If you don’t already have a Zapier account, you’ll need to create one.
1. You can use your own or request a Scispot-owned Zapier account.
CRM Authentication: Depending on your CRM, you may be asked for your account credentials or an API key to allow Zapier to connect to your CRM and trigger the appropriate action.
- For example, Zapier requires an API key from Insightly. You can find such API Keys under User Settings.
Scispot API Key: Generate this from your Scispot account. This key enables Zapier to send data into Scispot securely.
Find the right API to Use: Scispot's API Documentation
- For example, to add rows to Scispot, use this API: Add Rows to Scispot API

Step-by-Step Guide to Setting Up the Zap

Step 1: Set Up the Trigger in Zapier with Your CRM

This process may differ slightly depending on your CRM.

Log in to Zapier: Start by logging into Zapier
Create Zap: In the left navigation bar, go to Zaps, select Create -> New Zap to start making a new automation
Select Your CRM as the Trigger App: In the search bar, type the name of your CRM software and select it.
- For instance, search "Insightly" if you’re using Insightly as your CRM.
Choose Trigger Event: Select the event that best represents when new data should flow into Scispot.
1. In the case of adding a corresponding row when a new record is created in your CRM, set the trigger to New Record.
Configure your Trigger Event:
1. Select the relevant Insightly Object.
2. For example in the below image: Adding a new Contact will trigger the event
Test the Trigger: Run a test to verify that Zapier pulls the correct data from your CRM, ensuring the data fields populate accurately.

Step 2: Set Up the Action in Zapier to Call Scispot API

Now let’s set up the action that sends data to Scispot Labsheets.

Add Action: Click on Add Action and select Webhooks by Zapier.
Select Action Event: Choose Custom Request as the Action Event. This option allows Zapier to make a POST request to add rows in Scispot.
Configure the Request Details:
- Method: Select POST to send data to Scispot.
- URL: Use the appropriate Scispot API endpoint from Scispot's API Documentation
  - For instance, to add rows, you would use this:
    https://cloudlab.scispot.io/labsheets/add-rows
Headers:
- Add Content-Type: application/json to specify the format of the data.
- For authorization, include your Scispot API Key as follows:
```
Authorization: Bearer YOUR_SCISPOT_API_KEY
```
Data Pass-Through: Set this to False to map fields individually from your CRM to Scispot’s Labsheet.
Data Mapping:
- Match data fields from your CRM to the corresponding columns existing in your Scispot Labsheet. Use placeholders from your CRM trigger, such as {{order_id}} and {{order_type}}, to populate Scispot’s Labsheet accurately.

Example Payload for Scispot:

{
"labsheet": "Elisa Data", 
"rows": [ 
[ "{{record_id}}", 
  "{{record_type}}", 
  "{{quantity}}", 
  "{{location}}", 
  "{{date}}" ] 
]
}

Tip: Replace placeholders (e.g., {{record_id}}) with specific fields from your CRM. If a field doesn’t apply, remove it.

Example Custom Request Form:

This configuration will populate the Contact ID and First Name columns in the labsheet called "InSightlyZapTesting".

7. Test the Zap: Send a test record through the Zap to confirm it’s added correctly to your Scispot Labsheet.

8. Publish the Zap: After this step, all future changes to your CRM that trigger the automation will seamlessly activate this Zap and apply the suitable changes to your Scispot Labsheet.

Important Notes for Setting Up Your Labsheet and Field Mapping

Labsheet Configuration: Before setting up your Zap, ensure that your Labsheet in Scispot has the exact columns you’ll need to match with your CRM data fields.
Field Mapping Accuracy: When mapping each CRM field to a column in Scispot’s Labsheet, double-check that each field aligns with the correct column in the Labsheet.
Changes to Labsheet Structure:
- Labsheet Name: If you rename your Labsheet in Scispot, you’ll need to update the Labsheet name in the Zapier configuration as well.
- Column Renaming, Deletions or Rearrangements: If you rename, delete or rearrange any columns in your Labsheet, you must re-map the fields in Zapier.

Maintaining the Labsheet structure and correct field mapping ensures the data flow from CRM to Scispot remains accurate, consistent, and reliable.

Setting up this Zap connects your CRM to Scispot, enabling automatic data synchronization between your CRM’s records and Scispot Labsheets.