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outgoing_leads_zapier [2015/12/04 21:35] igor |
outgoing_leads_zapier [2016/11/10 01:06] (current) igor |
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- | =============================== | + | **This has moved to [[zapier|Zapier]]** |
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+ | <html> | ||
+ | <!-- | ||
====== Outgoing Leads using Zapier ====== | ====== Outgoing Leads using Zapier ====== | ||
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First access the link below, 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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**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 website, like performing a search and viewing a property. Select the trigger you want and click continue.** | **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 website, like 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** | **Now you need to authenticate with your Real Geeks account, click Connect a New Account** | ||
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{{http://leadrouter.realgeeks.com/static/img/zapier/outgoing/f5a.png}} | {{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]] | + | **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}} | {{http://leadrouter.realgeeks.com/static/img/zapier/outgoing/f5b.png}} | ||
+ | --> | ||
+ | </html> |