Zapier allows you to automate your workday. By connecting different web apps, you can send over data from one application to another.
How can I use Zapier?
With Zapier, you can integrate Leadinfo into your current workflow. In addition, you can use triggers to automatically create companies, deals, or tasks in your CRM system. Leadinfo will send the data to Zapier and Zapier will send the data to 1 of the 3000+ applications.
How does Zapier work?
Within Zapier, you can create different Zaps. These Zaps are automated workflows that connect Leadinfo to other applications. A Zap consists of a trigger and one or more actions.
A trigger is an event that notifies Zapier to start a Zap. For Leadinfo this could be a Leadinfo trigger, the “Share on Zapier” button or a Lead Gen Form submission. Once a trigger activated a Zap, an action will be executed. You can decide what this action is. Creating a new company in your CRM or sending information to Google Sheets. Depending on the application you want Leadinfo to connect to can choose from different actions.
You can register for a free account, allowing you to create up to 5 different Zaps and using up to 100 tasks.
Getting started with Leadinfo and Zapier
Now you know how Zapier works, you can start setting up the integration. Check out this help article that explains how you can connect Leadinfo to Zapier.