Zapier

• Zapier integration allows you to send lead data to thousands of other applications.
• Webhook triggers fire when leads are created, marked as sale, or marked as qualified.
• Use Zapier workflows to automate notifications, CRM updates, spreadsheets, and more.

Connecting via Zapier

• Log in to your Zapier account.
• Click this invite link.
• Connect your account using your API credentials in Settings > Profile.

Available triggers

• New Lead - Fires when a new lead is captured (form, call, or custom).

Available actions

• Find Lead - Finds a lead based on an email address or phone number.
• Process Lead - Allows you to mark a lead as qualified, won (with a value) or lost.

Common use cases

• CRM sync - Send leads to Salesforce, HubSpot, Pipedrive, or other CRMs.
• Spreadsheets - Log leads to Google Sheets or Excel.
• Notifications - Send Slack, Microsoft Teams, or email notifications.
• Email marketing - Add contacts to Mailchimp, ActiveCampaign, or ConvertKit.
• Custom webhooks - POST to your own API endpoints.

Troubleshooting

• Check Zapier’s task history for failed webhook deliveries.
• Verify your container is active and receiving leads.
• Ensure field mappings haven’t changed in your action app.