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outgoing_leads_zapier

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Outgoing Leads using Zapier

Using Zapier you can send leads from your Real Geeks website to multiple destinations.

Here is how it works: https://zapier.com/how-it-works/

Once you have an account in Zapier you'll create a Zap, which consists of a Trigger (where leads come from) and an Action (where leads go to). We have a Real Geeks Trigger inside Zapier that will send leads from your website to Zapier, then from Zapier you can send to any of the 500+ apps Zapier integrates with.

We have two triggers, one for leads and other for activities. If you want to send both new leads and new activities somewhere you'll need to create two Zaps, one for each trigger.

First access the link below, since our app is in beta you need an invite to enable it for your account:

https://zapier.com/developer/invite/28660/63b23296e604f34317a7da8cb61494ca/

Creating a Zap

Go to your Zapier Dashboard and click Make a new Zap

Zapier has Triggers and Actions, for this example I'm generating leads using my Real Geeks website and adding them to a spreadsheet in Google Docs

Now you'll configure the Trigger, which is Real Geeks. First click Connect a Real Geeks Account

The popup will ask for a name to identify this account, since we differentiate between Trigger and Action connections we suggest you identify this in the name. Click Continue to authenticate with your Real Geeks account

A new popup will open asking you to login with your Real Geeks account, unless your browser is already authenticated with Real Geeks

After a successful login the Zapier configuration begins. First step is selecting what type of connection you are configuring with Zapier, in this case we are using Real Geeks as a Zapier Trigger, because leads are from Real Geeks to Zapier

Then you'll select which site leads will come from, if you have more than one site.

Your authentication is now complete. Confirm and the popup will close automatically.

Zapier will indicate your connection with Real Geeks is working.

Next step on the Zap creation is connecting with the Action, in this example I'm sending leads to a Google Spreadsheet, so I'll connect with my Google account.

Zapier allows you to create filters. When a lead is sent from your website to Zapier you can filter which ones will be processed by this Zap.

Next step will configure the Action, where leads are going to. Since I'm using Google Sheets I'll select which spreadsheet Zapier will add rows with my leads as they come in.

After you select the spreadsheet it's time to map the fields, associate each spreadsheet column to a lead field. This step is very important, it will vary depending on the Action you're using but you'll always need to map fields from your Trigger to fields of your Action

Zapier will allow you to send a test lead to make sure the fields are mapped correctly and the integration is working

Just give a name to your Zap and turn it on. From now on the integration is live

outgoing_leads_zapier.1449173722.txt.gz · Last modified: 2015/12/03 20:15 by igor