Batchbook Help & Support

What Batchbook Triggers and Actions are Supported?

Supported Triggers#

  • New Person - Triggered when you add a new person.
  • New Company - Triggered when you add a new company.
  • New User - Triggered when you add a new user.

Supported Actions#

  • Create Person - Adds a new person.
  • Create Company - Adds a new company.
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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.

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Common Problems with Batchbook

Batchbook Classic#

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

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Need More Help? - Our support team is happy to help -- send us a message

Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

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