Lead Assign supports two important Zapier actions during the sales process:
- Lead Generation: Leads can be sent into Lead Assign from lead funnels, such as TypeForm, Gravity Forms, or other Zapier lead generation sources.
- Lead Management: After a lead is accept by an agent via Lead Assign, the data is posted into Zapier, including the lead details as well as information regarding the agent who accepted the lead. This can be inputted into a CRM system under the agent’s account.
Using Zapier to add leads into Lead Assign
Integrating Zapier allows companies to connect services, such as GoogleForms, TypeForm, and other various CRM or lead generation systems into Lead Assign using API without requiring a programmer. An administrator can set up Zapier with a trigger, such as GravityForms or TypeForm, etc. by choosing Lead Assign as the action.
For authentication, the company slug and API key is required.
Log into the company’s Lead Assign account, and the company slug will be located in the URL. For example, if a company was called “ABC Company,” the company slub would likely be abc_company.
The API key is located after the company slug in the URL. For example: https://app.leadassign.com/company_slug/apikey/.
If this space is empty, press “Generate” to create a new API key. Note: Generating a new API key will stop other API integrations from working.
Follow the standard Zapier steps, test the company’s authentication using the company slug and its API key, and then proceed to generate leads using the company’s form. All fields are optional; however, be aware of the formatting so that Lead Assign can correctly route the incoming lead.
A lead will be sent through to the company’s Lead Assign account when testing Zapier. This lead can be routed to the agent who is participating in the testing. If extensive testing is required, it is recommended that the Lead Assign support team is contacted.
Using Zapier to populate CRM software
Within the company’s Zapier account, an administrator can start a new Zap. Here, create a “Catch Hook” trigger, which is a standard component of Zapier. Copy the URL that appears during configuration and use this in the company’s Lead Assign account.
Enter the Lead ID of a recently accepted lead (found on the Leads page) in the lead field as well as the URL that was copied from Zapier. Submitting this will send information about the lead to Zapier, imitating what will happen when an agent accepts.
When the Zap is programmed properly, it can be put into production by pasting the URL from the Zapier “Catch Hook” trigger into the forward accepted field, either for the administrator or for agents on a case-by-case basis. Data can be pushed through by separating the URL with a comma from other email addresses.