Send Data to Zapier from Lead Connect
Zapier is an integration platform that lets you connect 1000+ web applications. It means that you can use it to send data from Lead Connect to any other supported app. You can use it to send the information based on Events triggered like Invitation sent, Invitation Accepted, Invitation Withdrawn, Prospect Responded.
What is a Zap?
Simply speaking, a “Zap” is a task that you want to be performed over and over again. For example, you can “add every prospect added by Lead Connect to Sales Force CRM”. The first part of the request is the “Trigger”, and the second - the “Action”.
When you create a Zap, Zapier will automatically check the trigger for new data every few minutes and when the Zap triggers, Zapier performs and action.
What is a Trigger?
A Trigger is the event that starts a Zap. For example, if you want to add event "Invitation Accepted" from Lead Connect to Sales Force CRM, lead connect will be call your Zapier URL with the relevant data which will be the trigger.
What is an Action?
An Action is the event that a Zap performs. Following the example mentioned above, if you want to add every Accepted LinkedIn profile to Sales Force , “adding new contact to Sales Force” will be the “Action” in this case.
As you now know about the basic terms lets start with how to integrate with Zapier using Lead Connect.
Step 1: Setup Zapier to Receive the data
- Click on Create Zap and select Webhook to receive the data
- Select Catch as Trigger Type
- You will get a unique URL from Zapier, copy that and put it into Lead Connect.
Step 2: Send Test Data from Lead Connect to Zapier
Now navigate to Zapier integration part (Chrome extension->Integration->Zapier)
Enter the URL generated from Zapier and Save it.
After that click on Test Zapier. Once you get success message. Navigate back to Zapier.
Click on "Ok, I did this." You will see 3 type of data has been sent to Zapier. (Lead Connect can send 4 type of data but max 3 is allowed for test)
Available Types are:
- Invitation_sent
- Invitation_accepted
- Invitation_response
- Withdraw
- Followup_sent
Step 3: Verify and Setup the Action
You can filter the data using the Types we are sending and trigger an action. You can use Zapier path to have actions based on conditions as well.
Step 4: Integrating with CRM
You can integrated any CRM of your preference with LeadConnect Zapier Integration. We have provided an article for How to create Contacts in Pipedrive CRM and How to create Deals in Pipedrive CRM. You can follow this articles and can enhance the process of Lead Generation using LeadConnect.
PS: Zapier is currently in Beta Phase.