Linking a Zapier account to Lead Gen & CRM allows for various types of automation in Lead Gen & CRM, including lead fields that are updated based on a defined Zap.
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You can create or update leads in Zapier as necessary.
Note: API is available on Advanced and Ultimate plans.
To link Zapier with Lead Gen & CRM, you will need to create automation. This automation will require an action group and a visual workflow.
To create an action group, do the following:
To create a visual workflow that utilizes the Zapier action group, do the following:
The lead will get the updated field. When the lead has the field, the action will trigger and apply the action group to the lead.
Once you have linked Zapier and Lead Gen & CRM, you will need to test the connection.
To test the link between Lead Gen & CRM and Zapier, do the following:
The action group will appear in Memberships if the linking process was successful.
Refer to Creating Custom Fields for information on creating a custom field to induce automation via a lead field change.
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