Topics

EMOROCO CRM Lite
Top > Knowledge Creation Laboratory by CRM(xRM) > EMOROCO CRM Lite > A complete guide to integrating EMOROCO CRM Lite with Zapier and Power Automate — Designing a no-code connection to your core systems

A complete guide to integrating EMOROCO CRM Lite with Zapier and Power Automate — Designing a no-code connection to your core systems

Hello, this is Matsubara, CRM Evangelist.

"We want to connect our CRM and accounting software, but the development costs seem high, so we're hesitant to take the plunge."

"We want to automatically send a notification to Slack when an order is confirmed, but system integration seems difficult."

"We manually enter every inquiry we receive via the web form into the CRM."

All of these can be solved no-code using Zapier or Power Automate.
Development costs are zero. You can set it up today, even without an IT specialist.

This article explains the specific design and configuration steps for integrating EMOROCO CRM Lite with Zapier and Power Automate.

How to choose between Zapier and Power Automate

First, let's summarize the features of the two tools.

Item Zapier Power Automate
provider Zapier Inc. (USA) ecosystem
Price Free plan ~ (from approximately 3,000 yen per month) Included in Microsoft 365
Number of compatible apps 7,000 and over 1,000 and over
Japanese support Limited Fulfillment
Suitable cases SaaS integrations other than Microsoft Integration with Microsoft 365 environment
Difficulty of settings ★★☆ (Simple) ★★★ (Highly functional but complex)

Simple rules for choosing:

Integration with Microsoft 365 (Teams, Outlook, Excel, SharePoint)
　→ Use Power Automate

Other (Slack, freee, Shopify, Google, etc.)
　→ Use Zapier

EMOROCO CRM Lite can integrate with both.

Integration mechanism: Webhook and REST API

EMOROCO CRM Lite supports Webhooks and REST APIs.

【What is a Webhook?】
When something happens in EMOROCO CRM Lite (emotional temperature changes)
(e.g., the project phase changes, a new customer is registered, etc.)
A system that automatically sends "notifications" to external tools.

Zapier/Power Automate will receive this notification
Perform the "next action".

[Collaboration Process]
EMOROCO CRM Lite (Something is going to happen)
　→ Webhook (sends notifications)
　→ Zapier / Power Automate (Receive notifications)
　→ Execute actions using external tools (Slack, freee, email, etc.)

Practical Design ①: Automatic integration with accounting software (freee) upon order confirmation.

scenario

The moment a sales representative changes the deal phase to "Confirmed Order" in EMOROCO CRM Lite, a draft invoice is automatically created in freee, and a Slack notification is sent to the accounting staff.

Trigger: Change project phase to "Order Confirmed" (EMOROCO CRM Lite)
Action 1: Create a draft invoice in freee
Action ②: Send a notification to the #OrderNotification channel in Slack.
　"Your order for {Customer Name} has been confirmed."
　　Person in charge: {Name of person in charge}
　　Amount: {Order amount} yen
　　I created a draft invoice in freee.

Zapier setup procedure

STEP 1: Log in to Zapier → "Create Zap"

STEP 2: Setting the trigger
　Select "Webhooks by Zapier" as your app.
　Trigger Event: “Catch Hook”
　Copy the generated Webhook URL.

STEP 3: Register the Webhook URL in EMOROCO CRM Lite.
　Settings → External Connectors → Webhook
　Register the above URL as the trigger for "Order Confirmation".

STEP 4: Setting up Action ① (freee)
　Select the app: "freee"
　Action Event: "Create Invoice"
　Set customer name, amount, etc. using data received from EMOROCO CRM Lite.

STEP 5: Setting up Action ② (Slack)
　Select "Slack" as the app.
　Action Event: “Send Channel Message”
　Set the channel and notification text.

STEP 6: Test execution
　In EMOROCO CRM Lite, I actually changed the phase to "Order Confirmed".
　Confirmed the integration between freee and Slack.

Practical Design ②: Receive an immediate notification on LINE when the emotional temperature drops below "cool".

scenario

The moment a customer's emotional state drops below "cool," a notification is sent to the assigned representative's LINE account.
Designed so that you won't miss important changes even if you're not looking at the CRM.

Trigger: Emotional temperature changes to "cool" or below (EMOROCO CRM Lite)
Action: Notification sent to the person in charge via LINE.
　[Follow-up required] {Customer name}'s emotional temperature has cooled down.
　　Please contact me sometime this week.
　　Last contact date: {Last contact date}
　　Narrative: {Latest Narrative}

Zapier setup procedure

STEP 1: Zapier → “Create Zap”

STEP 2: Setting the trigger
　App: “Webhooks by Zapier” → “Catch Hook”
　Copy the Webhook URL

STEP 3: Register the Webhook URL in EMOROCO CRM Lite.
　Registered as an emotional temperature change (below cool) trigger.

STEP 4: Setting up the action
　App: Select either "LINE Notify" or "LINE"
　Set the LINE token for the person in charge.
　Insert dynamic data from EMOROCO CRM Lite into the notification message.

STEP 5: Test
　We actually changed the customer's emotional temperature to "cool" and checked the LINE notification.

Setup instructions for Power Automate (Microsoft Teams notification version)

If you want to use Microsoft Teams notifications instead of LINE notifications, Power Automate is a suitable option.

STEP 1: Power Automate → "Create" → "Automated Cloud Flow"

STEP 2: Setting the trigger
　Select "When an HTTP request is received".
　Register the generated HTTP POST URL in EMOROCO CRM Lite.

STEP 3: Setting up the action
　"Microsoft Teams" → "Post a message to a chat or channel"
　Set the mention (@name of person in charge) and notification message for the person in charge.
　Insert data received from EMOROCO CRM Lite as dynamic content.

STEP 4: Test execution

Practical Design ③: Automatically registering inquiries from web forms into the CRM.

scenario

The moment an inquiry is received through your website's contact form (Contact Form 7, Google Forms, Typeform, etc.), a customer record is automatically created in EMOROCO CRM Lite, and a task is generated for the responsible person. This eliminates the need for manual data entry.

Trigger: Send a message via the contact form.
Action 1: Automatically create customer records in EMOROCO CRM Lite.
Action ②: Automatically generate a task for "New Inquiry: {Company Name}" for the assigned person.
Action 3: Notify the person in charge via Slack/LINE.

Zapier setup instructions (Google Forms version)

STEP 1: Zapier → “Create Zap”

STEP 2: Setting the trigger
　Select "Google Forms" as your app.
　Trigger Event: "New Response in Spreadsheet"
　Select the target Google Form and linked spreadsheet.

STEP 3: Action ① (Create an EMOROCO CRM Lite record)
　App: “Webhooks by Zapier” → “POST”
　URL: EMOROCO CRM Lite REST API Endpoint
　Payload: Form data (company name, contact person name, email address, inquiry details)
　　Configure in JSON format to map to fields in EMOROCO CRM Lite.

STEP 4: Action ② (Slack notification)
　Set up notifications for "New inquiry received: {Company Name}".

STEP 5: Test
　Actually submit the form and verify automatic registration to the CRM.

Practical Design ④: Automatically reflecting Excel/spreadsheet updates in the CRM.

scenario

When the customer list managed internally in Excel (on SharePoint) or Google Sheets is updated, the data in EMOROCO CRM Lite is also automatically updated.
The need for duplicate management will be eliminated.

Trigger: A new row is added to Google Sheets.
Action: Create/update customer record in EMOROCO CRM Lite

Setup instructions for Power Automate (Excel on SharePoint version)

STEP 1: Power Automate → "Create" → "Automated Cloud Flow"

STEP 2: Setting the trigger
　"Excel Online (Business)" → "When adding rows to a table"
　Select Excel files and tables on SharePoint.

STEP 3: Action (Send to EMOROCO CRM Lite)
　"HTTP" → "Send an HTTP request"
　Method: POST
　URI: EMOROCO CRM Lite REST API endpoint
　Header: Content-Type: application/json
　Text: Mapping Excel data columns in JSON format

STEP 4: Test
　Add a new row to Excel to verify automatic registration to the CRM.

Practical Design 5: Automatically generate improvement advice from lost deal records using ChatGPT.

scenario

When a deal is "lost," the narrative explaining the reason for the loss is sent to ChatGPT (OpenAI API), and "3 points to improve in the next negotiation" are automatically generated and delivered to Slack.
The AI ​​is designed to learn from 20 years' worth of lost deal patterns.

Trigger: Change deal phase to "Lost Deal" (EMOROCO CRM Lite)
Action 1: Send the reason for the lost deal and the narrative to ChatGPT.
Action 2: Generate "3 areas for improvement learned from this lost deal."
Action 3: Post to the #SalesImprovement channel on Slack.

Zapier setup procedure

STEP 1: Zapier → “Create Zap”

STEP 2: Trigger
　Webhooks by Zapier → Catch Hook
　Registered as a Webhook for EMOROCO CRM Lite when the "Lost Deal" phase changes.

STEP 3: Action ① (ChatGPT)
　Select the app: "OpenAI (GPT-4)".
　Prompt:
　"Please read the following information about lost deals and list three areas for improvement in your next business negotiation."
　　Customer name: {Customer name}
　　Reason for losing the deal: {Reason for losing the deal field}
　　Narrative of the person in charge: {Narrative field}
　　Please answer concisely using bullet points.

STEP 4: Action ② (Slack)
　Post your ChatGPT response to Slack
　"[Review of Lost Order] To {Customer Name}"
　　{ChatGPT response}

STEP 5: Test

Three principles of collaborative design: Maintain loose coupling.

There are three principles to follow when designing multiple interconnections.

Principle 1: Place EMOROCO CRM Lite at the center.

All customer-related data will be consolidated in EMOROCO CRM Lite, and the plan is to continue integrating it with external tools from there.
Initially, please avoid bidirectional integration that involves writing data from external tools to EMOROCO CRM Lite.
It becomes unclear where the "correct" part of the data lies.

Principle 1: Start with one bottle.

The integration between Zapier and Power Automate (Zaps and Flows) is not necessarily more convenient the more you add.
Initially, configure only the single most valuable connection, confirm that it works correctly, and then add the next one.

Principle 3: Establish a "manual alternative procedure" in case the connection breaks down.

If your Zapier plan reaches its limit or an error occurs in your Power Automate flow, document manual alternative procedures to prevent business interruptions.
The essence of loose coupling lies in a design that does not assume interoperability.

Zapier price estimates

Plan Monthly (annual payment) Number of Zaps Number of tasks per month
Free Free up to 5 100 tasks
Starter Approximately 2,500 yen~ up to 20 750 tasks
Professional Approximately 5,000 yen~ Unlimited 2,000 tasks ~

For typical use of EMOROCO CRM Lite, the Starter plan is sufficient.
We recommend testing the app using the Free plan first before upgrading.

Summary — Prioritize "why" you are connecting rather than simply "connecting."

With Zapier and Power Automate, you can integrate EMOROCO CRM Lite with external tools without writing any code.
We can start the setup today and get it running by the end of today.

However, the goal shouldn't be simply to "make connections."
Each of the five designs introduced in this article has a clear objective: "What will change on-site when these are connected?"

The starting point for design is "Who on site is currently facing what problem?"
We'll create just one link that will get us to the answer in the shortest time possible.
That is the most effective collaborative design.

For inquiries regarding EMOROCO CRM Lite's external connector functionality and integration design, please contact us here.
Start your 30-day free trial here
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/

Related article

Related articles and pages
Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

Interview article
For requests for interviews, lectures, etc., please contact us using the contact information below.
TEL +06-6195-7501-XNUMX
Inquiry via form

Articles in the same category