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Zapier Integration
1. Requirements Overview
2. Navigating the Integration Menu
3. Creating an Account in Zapier
4. Setting Up Your First Zap
5. Editing a Zap

2. Navigating the Integration Menu

In this article, we will walk you through the navigation of the Mobilo Integrations Menu and explore the options available for your Zapier integration setup. Let's get started!

Step 1: Logging into the Web App


-Open your preferred web browser and go to app.mobilocard.com. We recommend using Google Chrome.
-Enter your login credentials (username and password) to access your Mobilo account.
-Once logged in, you will be directed to the Mobilo dashboard.

Step 2: Navigating to the Mobilo Integrations Menu


-Locate and click the "Integrations" menu in the lefthand side menu.
-Make sure that your API keys are available.If they are not available, please referrer Requirements Overview article or contact our support team at suppor@mobilocard.com.
-In the Mobilo Integrations Menu, find the “Configure" button and click on it to start the Zapier integration setup process.
-On the next page, you will see a blue button that prompts you to log in. You can click on that button to log in or create an account with Zapier.

Step 3: Apps and Templates


-Down under, there are the widely-used CRMs and apps available on the page. These are the applications you can integrate with Mobilo using Zapier.
-If your preferred app is visible, click on it to proceed with the integration setup. If not, use the search bar provided to easily locate your desired app.
-Scroll down the page to find templates of popular automations built with Mobilo. These templates are designed to help streamline your workflow and boost productivity.
-Take a moment to explore the available templates and consider if any of them align with your automation needs.

Recap:


Congratulations! You have successfully learned how to log into the Mobilo web app, navigate to the Mobilo Integrations Menu, and explore the options available for your Zapier integration setup. In our next articles, we will cover the process of logging in and proceeding with the Zapier integration. If you encounter any challenges or need further assistance, please don't hesitate to reach out to our support team at suppor@mobilocard.com.

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