Zapier helps to sync the students data between Schooltracs and third-party softwares automatically without manual input.
Apps available in https://https://zapier.com/apps/categories/forms.com/apps
1. Sign up in Zapier
Go to https://zapier.com/
2. Sign up with Google and create password.
3. Create Zap.
4. Select "Trigger", then search SchoolTracs.
5. Select "New Student" & the SchoolTracs account.
6. Copy the API key from the system and paste in the Zapier, then "Yes, Continue to SchoolTracs".
7. Click "Test trigger".
5. Continue with selected record.
6. Search the CRM software.
7. Input "Create Lead" and select CRM account, then "Continue".
12. Input those field you want to be updated, then "Continue".
* Example, Phone Number match Phone from SchoolTracs.
13. Click "Skip test" or "Test step" to continues.
14. Publish.
15. Create new Student in SchoolTracs transferred to CRM.