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--- incoming_leads_zapier [2015/10/26 22:38]
alex [Using the Zapier parser to work with incompatible lead sources]
+++ incoming_leads_zapier [2016/11/10 01:05] (current)
igor
@@ Line 1: / Line 1: @@
+**This page has moved to: [[zapier|Zapier]]**
+<html>
+<!--
 ====== Incoming Leads using Zapier ======
 Using [[http://zapier.com|Zapier]] you can connect your Lead Manager with many other lead sources.
-Here is now it works: https://zapier.com/how-it-works/
+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 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 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.]]**
-https://zapier.com/developer/invite/25551/120b2fc67dafd50dd9f82d60d1eff780/
+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 =====
 **Go to your [[https://zapier.com/app/dashboard|Zapier Dashboard]] and click Make a new Zap**
-{{http://leadrouter.realgeeks.com/static/img/zapier/1.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/1.png}}
-**Zapier has Triggers and Actions, for this example I'm receiving leads by email using their Email Parser, so the Email Parser New Email is my Trigger and Real Geeks Create Leads is my Action**
+**Zapier has Triggers and Actions, for this example I'm receiving leads by email using their Email Parser, so the Email Parser is my Trigger**
-{{http://leadrouter.realgeeks.com/static/img/zapier/2.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/2.png}}
-**The following step will ask you to connect with the system used as Trigger, since I'm using the Zapier Email Parser it will ask for my zapier account. This step will vary depending on the Trigger you select.**
+**Some Triggers have more than one option, the Email Parser will only trigger when an email is received, so I just select that**
-{{http://leadrouter.realgeeks.com/static/img/zapier/3.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/3.png}}
-**Now you'll configure the Action, which is Real Geeks. First click Connect a Real Geeks account**
+**The following step will ask you to connect with the system used as Trigger, since I'm using the Zapier Email Parser it will ask for my Zapier account. This step will vary depending on the Trigger you select. Just click Connect a New Account**
-{{http://leadrouter.realgeeks.com/static/img/zapier/4.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/4.png}}
-**The popup will ask for a name to identify this account, could be any name**
+**A popup will open to authenticate, when you're done the popup will close and your account will be connect. Just Save and Continue**
-{{http://leadrouter.realgeeks.com/static/img/zapier/5.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/5.png}}
-**And will also ask for the Real Geeks Zapier Code, [[http://leadrouter.realgeeks.com/|click here to get the code for your site]]**
+**For the Email Parser you can have multiple mailboxes connected to different Zaps, so just select now which Mailbox you're going to use for this Zap. A mailbox is the email address that will receive emails to trigger this Zap**
-{{http://leadrouter.realgeeks.com/static/img/zapier/6.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/6.png}}
-**Now click Continue and your account should be connected and working**
+**You can now test and make sure that mailbox is working**
-{{http://leadrouter.realgeeks.com/static/img/zapier/7.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/7.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/8.png}}
-**This next step is a filter your Trigger will apply for every message it receives, in my example the available filters of Email Parser Trigger are mailboxes. You could have multiple email addresses configured in your Email Parser, here I select which mailbox will receive new leads. This step also varies based on which Trigger you're using.**
+**And now your trigger is configured. Next step is to setup your Action, which is creating a Lead in Real Geeks**
-{{http://leadrouter.realgeeks.com/static/img/zapier/8.png}}
+**Go ahead and search for the Real Geeks app and select it**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/9.png}}
+**The only action available is create a new lead**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/10.png}}
+**And now we're going to connect with our Real Geeks account**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/11.png}}
+**When the popup opens choose Action, since we are configuring Real Geeks as an Action inside Zapier. This means we are sending leads from Zapier into Real Geeks**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/12.png}}
+**It will ask for your website, if you have more than one website they will all be on this list**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/13.png}}
+**We offer the option to send a lead to your website, which means leads will come unassigned and your Lead Manager will use the Third Party Lead Assignment configuration. But you also have the option to assign every lead that comes from this Zap to a specific agent, this way each agent can have their own Zapier account and send leads to your Lead Manager. For this example I'm going to send to my site**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/14.png}}
+**This confirmation page shows the configuration you have, leads will come from Zapier into your Real Geeks website. Just confirm and the popup will close automatically**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/15.png}}
+**Back to your Zap, Real Geeks account connected**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/16.png}}
 **This is a very important step. Triggers will expose multiple fields and we need to match them to the fields exposed by Real Geeks.**
-{{http://leadrouter.realgeeks.com/static/img/zapier/9.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/17.png}}
 **Here is how it will look like after the fields are matched**
-{{http://leadrouter.realgeeks.com/static/img/zapier/10.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/18.png}}
-**Zapier offers a way to test and make sure the integration is working**
+**You can send a test request to make sure the integration is working**
-{{http://leadrouter.realgeeks.com/static/img/zapier/11.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/19.png}}
-**It will load some samples from your Trigger, which in my case are emails received by the Email Parser, and let you send one of them to Real Geeks. Then you can look at your Lead Manager and make sure the lead was created.**
+**You can open your Lead Manager and check if you received this test lead from Zapier**
-{{http://leadrouter.realgeeks.com/static/img/zapier/12.png}}
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/20.png}}
+**Zapier will ask you to name your Zap and activate it, now it's live. That's it**
+{{http://leadrouter.realgeeks.com/static/img/zapier/incoming/21.png}}
-**And now you're done! Just give a nem to your new Zap and wait for leads to come in**
-{{http://leadrouter.realgeeks.com/static/img/zapier/13.png}}
 ====== Using the Zapier parser to work with incompatible lead sources  ======
@@ Line 59: / Line 91: @@
 {{https://parser.zapier.com/}}
+-->
+</html>

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