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--- zapier [2016/11/10 00:21]
igor
+++ zapier [2020/05/28 21:00] (current)
michaels
@@ Line 1: / Line 1: @@
+#redirect https://support.realgeeks.com/hc/en-us/articles/360043718233
 <html>
 <style>
@@ Line 16: / Line 17: @@
   - **Trigger**: the **New Lead** trigger will send new leads created in Real Geeks to the destination you configure in Zapier
-  - **Action**: the **Create Lead** action allow you to send leads from any Zapier integration to Real Geeks
+  - **Action**: the **Create Lead** action allows you to send leads from any Zapier integration to Real Geeks
@@ Line 36: / Line 37: @@
-===== Use New Lead Trigger from Real Geeks =====
+===== Use New Lead Trigger from Real Geeks (EXPORTING ONLY) =====
 New Lead triggers when a lead is created in Real Geeks, be it a new sign up on the website, a lead added manually on the Lead Manager or even leads generated with custom sources you have configured before.
@@ Line 58: / Line 59: @@
 Now your trigger is configured. Next step is to setup [[https://zapier.com/help/creating-zap/#actions|Actions]] and optionally [[https://zapier.com/learn/how-to-use-zapier/custom-filters/|Filters]] in between.
-===== Use Create Lead Action from Real Geeks =====
+You're all done!
+===== Use Create Lead Action from Real Geeks (IMPORTING ONLY) =====
 **Create Lead** action will create a new lead in Real Geeks. The lead will be added to your Lead Manager and also your website. If you have other integrations configured with Real Geeks this lead will also be sent to them.
@@ Line 64: / Line 67: @@
 When you are creating your Zap, after signing in with your Real Geeks account, the Create Lead action will prompt you to fill up the lead fields.
-{{ :zapier7.gif?600 |}}
+{{ :zapier7.gif |}}
+Lead details like name and phone number should have values that originated from the Trigger step of your Zap. The possible field values will vary depending on the Trigger you’re using.
+{{ :zapier8.gif |}}
+After you mapped those fields click Continue. You will be asked to test the integration by sending a lead from your Trigger to Real Geeks.
+The last step will ask to name your Zap and turn it on.
+{{ :zapier9.gif |}}
+You’re all done!
+===== Upgrade to new app ===
+If you are already using Zapier with our private beta the upgrade to our new app is really simple.
+First edit your Zap
+{{ :zap-migrate1.png?600 |}}
+Note how the name of the App you're using is now **Real Geeks 1.1 (Legacy)**
+{{ :zap-migrate2.png?600 |}}
+Make your edit and now pick the App called **Real Geeks**
+{{ :zap-migrate3.png?600 |}}
+A new step will prompt you to choose your Real Geeks site this Zap is associated to.
+If you're using **Create Lead** Action the fields will have to be mapped again, just follow the normal Zap steps.
+====== Email Parsing ======
+If you are interested in learning about email parsing, click [[https://zapier.com/help/email-parser/|here]].
+====== Templates ======
+We have some Zap templates to help you get started.
+<html>
+<script src="https://zapier.com/zapbook/embed/widget.js?services=real-geeks&amp;limit=10"></script>
+</html>

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