Category: Integrations

Connect WordPress

Posted on by Patric Shannon

LeadSnap allows for seamless integration to your WordPress websites. Form submissions are instantly available within LeadSnap as they are submitted from your website. Once they are in our system you can take advantage of our powerful reports, search, and sorting filters. In addition, our spam filters are very powerful and will make form submission spam messages a non-issue for you and your agency.

Current Supported Form/Page Builders

  • Beaver Builder
  • Brizy Builder
  • Caldera Form
  • Contact Form 7
  • Divi Page Builder
  • Elementor Page Builder
  • Gravity Forms
  • Gutenberg
  • Ninja Forms
  • SmartForm
  • Thrive Theme Builder
  • TypeForm
  • WP Fluent Forms
  • WP Forms

WordPress Connection Alternatives

Don’t see your form or page builder listed? No problem, we have workarounds. We are continually adding more integrations for WordPress so if you would like yours to be added submit it as a feature request through our ticketing system here: Submit a feature request

If you do not have one of these you can still get all of your form submissions into our system without an issue. Below are two workarounds that will work with LeadSnap 100% of the time.

Step by Step Guide

LeadSnap Settings

1. Log in to your LeadSnap account. Click on “Settings” on the left menu, then “Integrations”.

2. Click on “Connect to WordPress Site”.

3. Select the company from the select box that you would like to connect with LeadSnap and click the submit button.

4. Click the copy key button from the popup menu.

WordPress Settings

5. Log in to the admin area of your WordPress website. Click on “Add New” under “Plugins” on the dashboard menu.

6. Search for and install the LeadSnap Plugin

7. Click on “Activate Plugin”.

8. Choose settings from the WordPress Dashboard menu and Select the LeadSnap Option.

9. Paste the API key you copied from LeadSnap into the “API Key” field in the LeadSnap Settings page within the WordPress dashboard. Make sure the “Enable sending to CRM” checkbox is checked and click the Save button. After clicking the save button you should see the company you created within LeadSnap listed in the Send to Company field.

Test the Connection

10. Send a test form submission to LeadSnap from your website.

11.  Within LeadSnap expand “Leads” from the left navigation and click on “All Leads”. You should see your test form submission on all leads screen. If you do not see your form submission check the connection settings as well as the spam filters within LeadSnap.

Next Steps

Now that you have successfully connected your WordPress Site. Here are a couple of next steps you should do to make sure things are set up correctly.

Connect Weebly

Posted on by Patric Shannon
Google is incorrectly identifying our Weebly script as malicious software which can cause your ads to be suspended. Please refrain from using our Weebly Scripts with Google Ads until we have a resolution.
Sorry for the inconvenience, we are working hard to get this resolved ASAP.
For now, the workaround is using this Zapier Connection.
Sincerely, LeadSnap Support Team

In this article, you will learn how to connect your Weebly website to LeadSnap. This connection will allow the form submissions from your website to show up within LeadSnap. If you are using the Weebly script this should happen instantly.

 

Why Connect Weebly to LeadSnap?

There are many reasons to connect your websites to LeadSnap. The first and move obvious reason is so that you can track the performance of your websites and have all your leads in one location. Once the leads are in our system you can start taking advantage of all the powerful sorting, searching, and reporting features. In addition to the organization and reporting features the spam filters built into LeadSnap are very powerful and can save you a ton of time. The spam filters learn as you go and can adjust based on the patterns you see in your spam messages.

 

Beware of Google Ads

If you are using Google Ads then our Weebly Script can cause some issues. Google Ads incorrectly identifies our script as something potentially harmful to your site because it is sending your form submissions data to a third party, LeadSnap. In many cases, this is not what you want but obviously, in this situation, it is exactly what we want. This is the only product that we are aware of that has an issue with our script. So if you are not running ads through Weebly then this should not cause any problem at all. If you are running ads to a page on your Weebly site we have several workaround options that will allow you to connect to LeadSnap without an issue.

Google Ads Workaround Options

Step By Step Guide

1. Login to LeadSnap. Click on “Settings”, then “Integrations”.

2. In the Weebly box, click on the “Connect Weebly Site” button.

3. Select the company that you would like to connect from the company select box and click submit to create the Weebly script.

4. Copy the script generated for you by clicking the copy button.

5. Login to your Weebly account.

6. On the top right menu, select the website you’d like to connect to LeadSnap, then click on “Edit Site”.

7. On the top menu, click on “Settings”.

8. On the left menu, click on “SEO”.

9. Paste the script copied from LeadSnap into the “Footer” area of your website.  We recommend making the LeadSnap Weebly script the first piece of code within the footer code area. So if you have an existing one add our code above the existing one. Next, click the save button in the lower right corner and then the publish button in the top right corner.

10. As a final step, it is a good idea to click on the build menu option and then click back to Settings and SEO to ensure the Weebly code was saved properly. If you do not see the Weebly script in the footer code area then it was not saved properly and it will not work until it is saved correctly in this area. If you see the script is not showing in the footer area of the SEO settings after returning from the build area paste the code in again and make sure to click both Save and Publish as shown in steps 8 and 9.

Next Steps

Now that you have successfully connected your WordPress Site. Here are a couple of next steps you should do to make sure things are set up correctly.

Zapier Website Connection

Posted on by Patric Shannon

Zapier is a third-party company, that integrates with more than 2,000 different applications and can extend the functionality of LeadSnap in many directions. To get started you must have a Zapier account, you can sign up here: https://zapier.com.  Zapier works on triggers for events. So the basic is, you create an action or a series of actions that happen when a certain event is triggered, in our case here that will be an email arriving. It’s a very powerful system, you can use conditional logic, make exceptions, do calculations. If you want to do something where there is predictable data there is a good chance that Zapier can automate the process for you.

What is Zapier

While LeadSnap supports integrations with many platforms, we do not support them all. With the help of a Zapier integration, you can bring leads into LeadSnap from any website that is capable of sending an email.

To make this happen we will be using both Zapier and an email parser built into Zapier which you can find here: https://parser.zapier.com. An email parser is simply a tool that can look at an existing email and understand the format.

Zapier Email Parser

Workflow from Zapier to LeadSnap

  1. Your form submission is forwarded to your custom email box for the associated zap.
  2. Your Zapier email account is constantly listening for new emails and when it receives one it can trigger a zap (a custom action or series of actions from any supported application, like LeadSnap).
  3. Zap is triggered and creates the lead in LeadSnap for the company using the custom settings from your zap.

Step By Step Guide

  1. Before gettings started please watch the Zapier Email Parser video on this page.
  2. Create and log in to your Zapier account: https://zapier.com/app/login
  3. Create and log in to your Zapier account: https://parser.zapier.com/
    1. For some reason, these are separate accounts but they work together.
  4. Click the “Create Mailbox” button in the top right corner.
  5. Choose the “skip waiting” link to go to the open up the mailbox settings page.
  6. Change the name of your mailbox to something that will remind you of the purpose of this zap. Make sure this is unique, we recommend adding some random numbers after the mailbox name.
    1. Example: Towing Boston Website 3121
  7. Click the button in the that says “Save Address and Template”.
  8. Copay the email address of the newly created Zapier email address.
    1. Example: [email protected]
  9. Update the form on your website to send the leads to the new email box that you created within Zapier.
    1. Example send form submissions to [email protected]
  10. Send a test lead to Zapier email parser by submitting a form submission as if you were a customer from the public part of your website (not the admin area).
    1. Make sure to identify that this is a test if you have a client receiving these leads directly from your website currently.
  11. Return to Zapier email parser and click the view emails button next to the associated email box.
  12. Click the create template button to create a template for your email according to the email format from your website.
    1. If you have different email formats for other forms on your website you made need to create multiple emails or templates.
  13. Highlight and name the data from the test lead you submitted to create variables that can be used in your Zap.
  14. Click the button that says “Save the address and template”.
  15. Return to Zapier (not Zapier email parser).
  16. Click the “Make A Zap” button.
  17. For the first step type and select Zapier Email Parser.
  18. For the second step type LeadSnap. If you don’t see it, try using the link below. You may need to accept permission as a part of this process.
    1. LeadSnap Zapier Link
  19. You can use the names that you chose during the Zapier Email Template to customize the Zap to align with your associated company within LeadSnap.

Zapier Overview

Posted on by Patric Shannon

LeadSnap Zapier Integration

Click here for the invite link to LeadSnap

What is Zapier?

Zapier is a third-party company, that integrates with more than 2,000 different applications and can extend the functionality of LeadSnap in many directions. To get started you must have a Zapier account, you can sign up here: https://zapier.com.  Zapier works on triggers for events. So the basic is, you create an action or a series of actions that happen when a certain event is triggered. It’s a very powerful system, you can use conditional logic, make exceptions, do calculations. If you want to do something where there is predictable data there is a good chance that Zapier can automate the process for you.

  • Zapier is the glue that connects thousands of web apps.
  • Zaps are workflows that connect your apps, so they can work together.
  • Zaps start with a trigger—an event in one of your apps that kicks off your workflow.
  • Zaps automate tasks in the background.

Zap

A Zap is an automated workflow between your apps. For example, you may have a Zap that saves your Gmail attachments to Dropbox and another Zap that saves emails that you star in Gmail to a text file. Zaps consist of at least two parts: a trigger and one or more actions.

Trigger

A trigger is an event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event. For the save Gmail attachments to Dropbox example, you can receive a lot of emails through your Gmail account, but the Zap isn’t triggered until an email contains an attachment.

Action

An action is the event that completes the Zap. For the save Gmail attachments to Dropbox example, the action is uploading the attachment from your email to Dropbox.

Zapier to ClickSend SMS

Posted on by Patric Shannon
  1. Expand the Settings menu item on the left navigation within LeadSnap.
  2. Select Integrations.
  3. Select Connect Zapier.
  4. Select the company from the dropdown that you would like to connect with Zapier.
  5. Copy the Zapier Connection key to your clipboard.
  6. Log in to your Zapier account (in a new tab).
  7. Click the “Make A Zap” button.
  8. If you have not accepted the invite from LeadSnap please click here and accept the invitation.
  9. Type LeadSnap in the search app field.
  10. Select the LeadSnap application.
  11. Within the Trigger Event dropdown box select New Lead.
  12. Click Continue.
  13. Choose Account and then add new account from dropdown within Zapier.
  14. Paste the API key into the Zapier popup window.
  15. Click the “yes, continue” button in the popup window.
  16. Click the Continue button back within the main Zapier window.
  17. Click the test trigger button and confirm that Zapier was able to successfully bring in a previous lead for this company from LeadSnap.
  18. Click Continue.
  19. Search for ClickSend SMS within the “Choose App & Event” search box.
  20. In the “Action Event” search box select “Send SMS”.
  21. Click Continue.
  22. Select your new account for ClickSend SMS or create a new account if necessary.
  23. Click Continue.
  24. Enter the information to customize the SMS message. (notice that when you click into a field Zapier will present you with the data from the test lead it found during the previous step from LeadSnap. )
  25. Map the test lead info to the areas within the Customize SMS window.
  26. Click Continue after customizing your SMS message.
  27. Click the Test and Review button to confirm your settings are correct and make any necessary adjustments.
  28. Name your zap in the top left corner.
  29. Turn your zap on with the toggle switch in the top right corner.

CallRail Integration

Posted on by Patric Shannon

What is CallRail?

CallRail is a third party voice over IP phone system that allows you to purchase local phone numbers from around the world and create dynamic workflows for how the calls are handled. While we support the integration with CallRail we highly recommend considering the internal LeadSnap phone system which offers more competitive pricing and additional features throughout the LeadSnap platform that are not available within the CallRail integration.

What Does The Integration Provide?

The integration to CallRail allows phone calls to be brought into LeadSnap in real time for analysis and reporting. You can playback phone calls and have them sorted according to the company mapping.

Before You Start

Before you get started there a few things you should have in place.

  • Active CallRail account with access to said account.
  • You must have the companies created within LeadSnap from your CallRail account in order to map the CallRail companies to LeadSnap. For more information on how to create a company please check out this support article: create company.
  • Your companies within LeadSnap must be activated with the CRM system.

Get the CallRail API Key

Login to your CallRail account.

Select the Settings icon from the left side navigation.

Select Integrations from the top navigation.

CallRail Integrations

Select API Keys from the center menu option.

CallRail API Key

Click the button in the top right that says “Create API V3 Key”.

CallRail Create API Key

Copy the new API key which should be visible within the API V3 Key Column.

CallRail Copy API Key

Connect CallRail To LeadSnap

Login to LeadSnap

Expand Settings from the left navigation.

CRM Settings

Select Integrations.

CRM Integrations

Select CallRail.

Connect CallRail

Select Connect CallRail.

Paste API Key

Paste In the API key copied from CallRail.

Submit API Key

Click the Submit button.

CRM Map Companies

Map CallRail to LeadSnap

This screen will allow you to map the companies from CallRail (left side) with the companies that you have within LeadSnap (right side). If you do not have a company created within LeadSnap you will need to create your company before continuing. Select the LeadSnap company from the dropdown on the right side that you would like to associate with your CallRail company on the left side.

CRM Enable Companies

After making all of the mappings it is time to enable the companies. Our integration will grab all of the companies in your CallRail account, it is not required that you use all of them. If for whatever reason you would not like to sync the data for a company you can simply leave it disabled. To enable syncing the calls from CallRail for each company click the enable box.

CRM Submit Mapping

Now that you have mapped your CallRail companies and enabled the selected companies to sync you can click the submit button in the bottom right corner. If you have many companies you may need to scroll down a little bit so the button is visible.

CRM Fetch Call Data

The final step is to the fetch the latest call data from CallRail. Our system will fetch the last 200 phone calls from CallRail. It is important that you do not leave this page during the fetch process. This make take several minutes while we transfer the data from CallRail to your LeadSnap account.

Congrats you have completed the CallRail integration