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incoming_leads_zapier [2016/02/13 01:09] igor |
incoming_leads_zapier [2016/08/02 01:48] igor [Incoming Leads using Zapier] |
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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 will go to). We have a Real Geeks Action inside Zapier that will sends leads into your Lead Manager. | 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 will go to). We have a Real Geeks Action inside Zapier that will sends leads into your Lead Manager. | ||
- | First access the link bellow, since our app is in beta you need an invite to enable it for your account: | + | First, **[[https://zapier.com/help/email-parser/|make sure your parser is set up.]]** |
- | https://zapier.com/developer/invite/28660/63b23296e604f34317a7da8cb61494ca/ | + | Then, access the link bellow, since our app is in beta you need an invite to enable it for your account: |
+ | |||
+ | https://zapier.com/developer/invite/44011/c2fcf37811f756600c7363c4cbf14988/ | ||
===== Creating a Zap ===== | ===== Creating a Zap ===== | ||
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{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/19.png}} | {{http://leadrouter.realgeeks.com/static/img/zapier/incoming/19.png}} | ||
- | **You can check your Lead Manager and check if you receive this test lead from Zapier** | + | **You can open your Lead Manager and check if you received this test lead from Zapier** |
{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/20.png}} | {{http://leadrouter.realgeeks.com/static/img/zapier/incoming/20.png}} | ||