Top Takeaways for Integrating Your CRM with Maroo

It’s one of the most-often-asked Maroo questions: How do I integrate Maroo with my CRM? While you can easily use Maroo in tandem with your CRM just by creating the invoice in Maroo and then clicking on “Show Payment Link” and copying and pasting that link into your CRM, there are more advanced ways of truly integrating Maroo and your CRM. 

 

With the intention of saving on processing fees on Maroo and being able to offer free ACH options to his clients, wedding photographer and seasoned Tave CRM user, Jake Tenney of Sweetlife Photography set out to create a seamless automated way of integrating Maroo and his CRM. Now, he spends less than 1 minute per client setting it all up and he’s saving thousands on processing fees. We asked Jake to join us for a bonus webinar to walk us through his top tips and takeaways to integrating any CRM with Maroo. Interested in working with Jake? You can email him at [email protected] or check out his new Tave and Maroo guide right here.

 

Ask yourself: What processes do you have in your brain that could otherwise be automated? Put another way, how do we take a two-person job and make it a one-person job?

 

Three steps to integrating your CRM with Maroo

If your CRM allows you to send automated emails through the system, then you should be able to re-create the following steps just like Jake did and automate the process.

 

  1. Get familiar with Zapier.

Think of Zapier as your virtual assistant for connecting systems. Zapier basically allows you to send information between systems based on the rules you set. Oh, and you can easily set up a free account!

 

  1. Set up an email parser.

One of the ways Jake figured out how to send information back and forth between his CRM and Maroo was by using an email parser. It’s “essentially a mailbox that you teach to recognize key points of data,” says Jake. With that in place, Jake was able to pass information about the client (names, emails, etc) and the invoice amount over to the email parser.

 

  1. Create your Zaps.

With that data stored in the email parser, the last step is to create your Zaps to send the information about your clients and the invoice amount over to Maroo. “You’ll need to create two separate Zaps in this case,” says Jake. The first zap is the one that will send over the client name and emails into Maroo. The second zap should be set up to send over the invoice amount into Maroo. 

 

With those in place, this is how it works now for Jake in his business: A client signs the contract in his CRM and that info is immediately passed over to his email parser and then onto Maroo. From there, the client and payment request gets automatically created in Maroo. All Jake has to do in the end, is copy and paste the link into his email template and double check that the amount is correct––a minute of his time!

 

Want more information as to how Jake does it? Email him at [email protected] or download his DIY kit here.

Anja Winikka
Nov 28, 2022
5 min read
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