Category: Zapier

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.

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 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.