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Getting Started with Zapier Integration

Zapier is an integration platform that lets you connect 1000+ web applications

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You can use it to send the information based on Events triggered like Invitation sent, Invitation Accepted, Invitation Withdrawn, Prospect Responded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.

This was all about the basic terms used while working with Zapier.

Create your 1st LeadConnect Zapier Integration to connect with your SaaS apps.

 

Step 1: Setup Zapier to Receive the data 

 

  • Select Catch Hook as Trigger Type

  • You will get a unique URL from Zapier, copy that, and put it in Webhooks (Cloudkennect).

Step 2: Send Test Data from Lead Connect to Zapier


Now navigate to Webhooks
Paste the Customer Webhook URL generated from Zapier, then Test Webhook and Save.

 

You should be able to get this message "Sample Data pushed successfully". 

Now, you can go back to Zapier. Please click on continue.

Then please click on Test Trigger. 

Then you should have this screen. It means that we've successfully linked Cloudkennect to Zapier. Please click on continue.

 

This will be the part on what CRM would you like to connect Cloudkennect. Ex. Pipedrive, Surveymonkey, HubSpot, etc.

 

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. 

 

💡 Please make sure to Turn on Zapier.

Step 4: Selecting Triggers on your Sequence.

We have 5 action triggers to select from our sequence to push data to your CRM.

Response Received

Invite Sent

Invitation Accepted

Invitation Withdrawn

FollowUp sent

 

Please make sure to TURN on Zapier and select Action Triggers on each sequence you want to push the data to your CRM.

 

 

Note: If you have any questions regarding "Getting Started with Zapier", contact us at support@kennected.io or file a ticket on this page