zapier
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
zapier [2016/11/10 01:59] allie [Upgrade to new app] |
zapier [2020/05/28 21:00] (current) michaels |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043718233 | ||
| <html> | <html> | ||
| <style> | <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 | - **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. | 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. | 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. | **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 72: | Line 75: | ||
| 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. | 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. You’re all set! | + | The last step will ask to name your Zap and turn it on. |
| {{ :zapier9.gif |}} | {{ :zapier9.gif |}} | ||
| + | You’re all done! | ||
| ===== Upgrade to new app === | ===== Upgrade to new app === | ||
| Line 96: | Line 100: | ||
| If you're using **Create Lead** Action the fields will have to be mapped again, just follow the normal Zap steps. | 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&limit=10"></script> | ||
| + | </html> | ||
zapier.1478743148.txt.gz · Last modified: 2016/11/10 01:59 by allie
Page Tools
