Test you zap by selecting a sample, and click Continue.
The Zap automatically pulls up a sample customer from the Morph.ai app for testing as shown in the below image.
Click on the Continue button at the end of the page. Now that you have created the trigger action you would need to create the action step.
Click on the 'Add a step' button as shown in the below image to integrate the action step.
Click on 'Action/Search' and choose your CRM (in this case we will choose HubSpot). The action step for us to create or update a contact in the brand CRM, we will choose 'Create/Update Contact' option and continue as shown in below image.
Next step is to choose your account. Click on the Connect your account, which would redirect you to your CRM webpage and you can then login to connect your account.
Once you have connected your account, you can now continue and map the properties from Morph.ai with your CRM as shown in the below image.
Here we are mapping the Email for the contact with the one received from Morph.ai.
You can search for the properties received from Morph.ai and map the correct property. Similarly you can map all the important details thet need to be synced whenever there is an update on the bot.
Contact Email is mapped with Email from Morph.ai
Once you have mapped all the properties , you can continue and test the ZAP by sending the sample contact to your CRM. Once tested you can now click on 'Finish' to save your ZAP and provide a name to your ZAP and turn it on.