Batchbook

Batchbook Help & Support

  • How to Get Started with Batchbook
  • Popular Things To Do With Batchbook
  • Common Problems with Batchbook

How to Get Started with Batchbook

The first thing you'll need to do to get started with hooking up Batchbook with Zapier and hundreds of other services is to add your Batchbook Account to Zapier. Click to add a Batchbook account in your Zap.

Connect Batchbook to Zapier

Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.

Give your Batchbook account a title

You will then log into your Batchbook account to retrieve your API key.

Log into your Batchbook account

To retrieve your API key, navigate to settings > integrations.

Retrieve your Batchbook API key

After retrieving your API key, enter it into the corresponding field in your Zap.

Zapier tests your account

Entering your API key finishes the process! Your Batchbook account is now connected to Zapier.

Popular Things To Do With Batchbook

Add new Typeform entries to Batchbook as people

Typeform + Batchbook

Try It

Add new Wufoo form entries to Batchbook as people

Wufoo + Batchbook

Send new Facebook Lead Ad leads to Batchbook as a new person

Facebook Lead Ads + Batchbook

Create Personalized Documents from BatchBook with WebMerge

Batchbook + Formstack Documents

Create new contacts in Batchbook when new customers are added in Shopify

Shopify + Batchbook

Add new FreshBooks clients to Batchbook as new persons

FreshBooks Classic + Batchbook

Common Problems with Batchbook

Batchbook Classic#

The Classic version of Batchbook isn't currently support on Zapier.

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