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outgoing_leads_zapier [2015/12/03 00:58]
igor [Outgoing Leads using Zapier]
outgoing_leads_zapier [2016/11/10 01:06] (current)
igor
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-=============================== +**This has moved to [[zapier|Zapier]]** 
-====== UNDER DEVELOPMENT ====== + 
-This integration is a work in progress and will be ready to use soon. +<​html>​ 
-===============================+<!-- 
 ====== Outgoing Leads using Zapier ====== ====== Outgoing Leads using Zapier ======
  
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 We have two triggers, one for leads and other for activities. If you want to send both new leads and new activities somewhere you'll need to create two Zaps, one for each trigger. We have two triggers, one for leads and other for activities. If you want to send both new leads and new activities somewhere you'll need to create two Zaps, one for each trigger.
  
-First access the link bellow, since our app is in beta you need an invite to enable it for your account: +First access the link below, 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 =====
  
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 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​1.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​1.png}}
  
-**Zapier has Triggers and Actions, for this example I'm generating leads using my Real Geeks website ​and adding them to a spreadsheet in Google Docs**+**We are going to use the Real Geeks appsearch ​for it and select from the list**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​2.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​2.png}}
  
-**Now you'll configure ​the Triggerwhich is Real Geeks. First click Connect a Real Geeks Account** +**Real Geeks app offer two triggers. New Lead will triggers when somebody signs up on your website. New Activity triggers when an existing lead does something on the websitelike performing a search and viewing a property. Select the trigger you want and click continue.** 
-{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​3.png}}+ 
 +{{:​choose_trigger.png?​1200|}} 
 + 
 +**Now you need to authenticate with your Real Geeks account, ​click Connect a New Account** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​4.png}}
  
 **The popup will ask for a name to identify this account, since we differentiate between Trigger and Action connections we suggest you identify this in the name. Click Continue to authenticate with your Real Geeks account** **The popup will ask for a name to identify this account, since we differentiate between Trigger and Action connections we suggest you identify this in the name. Click Continue to authenticate with your Real Geeks account**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​4.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​4.png}}
  
-**A new popup will open asking you to login with your Real Geeks account, unless your browser is already authenticated with Real Geeks**+**A new popup will open asking you to login with your Real Geeks account. If you'​re ​already authenticated with Real Geeks in your browser you won't see this page, jump to the next step**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​5a.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​5a.png}}
  
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 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​7.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​7.png}}
  
-**Zapier ​will indicate your connection with Real Geeks is working.** +**The account you just connect ​will be on the listYou can edit the name to be more descriptive name** 
-{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​8.png}}+{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​8a.png}} 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​8b.png}}
  
-**Next step on the Zap creation is connecting ​with the Action, in this example I'm sending leads to Google Spreadsheet,​ so I'll connect with my Google account.**+**Zapier will now test your connection ​with Real Geeks by fetching ​sample we provide. Click Continue & Fetch.**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​9.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​9.png}}
  
-**Zapier allows you to create filtersWhen a lead is sent from your website ​to Zapier you can filter which ones will be processed by this Zap.**+**All good! Let continue.** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​10.png}} 
 + 
 +**Now the trigger ​is configured, it means our leads source -- Real Geeks -- is configured. Time to setup the destinationThese steps will vary depending on the App you want to integrate with, for our example I'll add every new lead to a Google Spreadsheet**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​11.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​11.png}}
  
-**Next step will configure the Action, where leads are going to. Since I'm using Google Sheets ​I'll select which spreadsheet Zapier will add rows with my leads as they come in.**+**The specific action I want to happen is every time a new leads comes in want to add a row to my spreadsheet with the lead details**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​12.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​12.png}}
  
-**After you select the spreadsheet it's time to map the fields, associate each spreadsheet column to a lead field. This step is very important, it will vary depending on the Action you'​re ​using but you'll always ​need to map fields from your Trigger to fields of your Action** +**Since I'using Google Spreadsheets I need to authenticate with my Google Account** 
-{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​13.png}}+{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​13a.png}} 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​13b.png}}
  
-**Zapier ​will allow you to send a test lead to make sure the fields are mapped correctly and the integration is working**+**Then Google ​will ask me to choose which spreadsheet I want to edit**
 {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​14.png}} {{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​14.png}}
  
-**Just give a name to your Zap and turn it on. From now on the integration ​is live** +**When you select the spreadsheet Zapier will ask you to map the lead fields exposed by Real Geeks to the columns available on that spreadsheet. This step is very important and will vary depending on the App you're integrating with, each App has different fields and you need to map them as you see fit** 
-{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​15.png}}+{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​15a.png}} 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​15b.png}} 
 + 
 +**Zapier will now test your connection with Google, click Continue & Test** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​16.png}} 
 + 
 +**Test was successfull,​ that means a new row was added to my spreadsheet with a sample Lead. Click Finish.** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​17.png}} 
 + 
 +**And you're done, just give a name to your new Zap and turn it on.** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​18a.png}} 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​18b.png}} 
 + 
 + 
 +====== Adding filters ====== 
 + 
 +Zapier lets you filter messages coming from one App to the other. For instance, I could filter the leads Real Geeks to my Google Spreadsheet to send only Buyer, not Seller, leads. And if you're using our New Activity action from Real Geeks App, you could filter on activity type. 
 + 
 +I'm going to modify the example above to add a filter and send only Buyer leads to my Google Spreadsheet. 
 + 
 +**From your dashboard click on the Zap you want to edit** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f1.png}} 
 + 
 +**Click on the + sign between your Trigger (Real Geeks) and your Action (Google Spreadsheets),​ then click Add Filter** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f2.png}} 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f3.png}} 
 + 
 +**Select the field you want to use to filter and set the value** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f4a.png}} 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f4b.png}} 
 + 
 +**The following screen will show a success message. Just click Continue and your filter ​is created** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f5a.png}} 
 + 
 +**If you see an error message like the one below, that only means that our sample lead Zapier knows about does not match the filter. Don't worry about that, as you start receiving real leads and activities your filter will be applied. If you're not sure which value to filter by [[http://​www.realgeeks.com/​support|contact support and we'll help you]]** 
 +{{http://​leadrouter.realgeeks.com/​static/​img/​zapier/​outgoing/​f5b.png}}
  
 +-->
 +</​html>​
outgoing_leads_zapier.1449104325.txt.gz · Last modified: 2015/12/03 00:58 by igor