3. Creating an account in Zapier

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Step 1: Log in to Zapier

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If you already have a Zapier account, click on the blue "Log in" button in the Integrations Menu. A new window will appear, prompting you to enter your email address and password. Type in your credentials and click "Log in" to access your account.

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Step 2: Create a Zapier account

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If you don't have a Zapier account yet, click on the "Sign up" button located at the top right corner of the webpage. This will take you to the account creation process.

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Step 3: Account creation process.

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-On the account creation page, fill in the required details, including your name, email address, and a password of your choice. Ensure that you choose a secure password.
-After filling in the necessary information, click on the "Get Started Free" button to continue.
-Choose your role and company size: On the next screen, you will be asked to select your role and specify your company size. Choose the options that best match your situation and click "Continue" to proceed.

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Step 4: Select desired apps

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-On the subsequent screen, you have the option to choose the apps you want to connect through Zapier. These apps will be used to create Zaps, which automate workflows between different platforms. Take some time to explore the available apps and select the ones that are relevant to your needs. We recommend including the Mobilo app as part of your choices, as it can be helpful for streamlining your leads.
-Once you have made your app selections, click on the "Finish Setup" button to finalize the setup process.

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Congratulations! You're all set: You have successfully logged in to Zapier or created a new account. Now, you're ready to start creating your first Zap and optimizing your lead management process for enhanced efficiency and productivity.

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If you need further assistance, feel free to contact our support team at support@mobilocard.com.

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