incoming_leads_zapier
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incoming_leads_zapier [2016/06/01 19:19] alex |
incoming_leads_zapier [2016/10/13 19:41] alex |
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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, **[[https://zapier.com/help/email-parser/|make sure your parser is set up.]]** | + | First Google, "Zapier + YOUR CRM NAME" to see if there's an existing integration. If so, use that. IF NOT: **[[https://zapier.com/help/email-parser/|make sure your parser is set up.]]** |
| Then, access the link bellow, since our app is in beta you need an invite to enable it for your account: | 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/28660/63b23296e604f34317a7da8cb61494ca/ | + | https://zapier.com/developer/invite/44011/c2fcf37811f756600c7363c4cbf14988/ |
| ===== Creating a Zap ===== | ===== Creating a Zap ===== | ||
incoming_leads_zapier.txt ยท Last modified: 2016/11/10 01:05 by igor
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