Connect Leadinfo Leadbot to your Zapier environment within a few clicks
With Zapier you can connect the Leadinfo Leadbot with more than 3000 other applications. This makes it possible to connect the Leadbot to your CRM system and to forward Leadbot quote requests, contact requests or appointments. But much more is possible with Zapier.
👉 Find more information about Zapier here.
How do I connect Zapier to Leadinfo
You connect Zapier to the Leadbot in the Leadinfo account.
1. Go to the Leadbot you want to activate Zapier for
2. Go to 'Settings' and click on 'Zapier'
3. Click on 'Connect Leadinfo to Zapier'
4. Set the Trigger to 'Leadinfo' and the Event to 'Leadbot'
5. Link your Zapier account in the next step under 'Account'
6. Under Trigger, choose the Leadbot and the component you want to forward via Zapier.
For example:
Leadbot: Leadbot Premium - ENG
Component: Request Quote
7. Test the Trigger and see if the desired values are sent in the Zap.
Standard values that are sent are:
Submission Timestamp -> The time and date a request was made
Submission URL -> From which page the request was made
8. Finally, set the desired action & link the quote request from the Leadbot to the desired CRM channel or, for example, to Google Sheets.
Examples for using the Zapier integration:
Automatically forward the requests to your CRM system
In this way, the requests are immediately entered into the correct channels in the CRM system. This allows the responsible colleagues to pick up the leads easily and quickly.
👉 Connect the Leadbot to Hubspot via Zapier
👉 Connect the Leadbot to Salesforce via Zapier
👉 Connect the Leadbot to Teamleader via Zapier
👉 Connect the Leadbot to Pipedrive via Zapier
👉 Connect the Leadbot to Zoho CRM via Zapier
Automatically forward the requests to Sheets
This way you always have a good overview of the leads received. This gives you a good insight into what website visitors ask and through which channel. Good for analyses!
👉 Connect the Leadbot to Google Sheets via Zapier
👉 Connect the Leadbot to Microsoft Excel via Zapier
Automatically send a follow-up email to your Leads
Use these zaps to have Leads automatically followed up via email in one of your campaigns. This includes making appointments, registrations, and requesting quotes. There are many possibilities here.
👉 Connect the Leadbot to ActiveCampaign via Zapier
👉 Connect the Leadbot to Mailchimp via Zapier
👉 Connect the Leadbot to Gmail via Zapier
👉 Connect the Leadbot to Brevo via Zapier
👉 Connect the Leadbot to Klaviyo via Zapier
👉 Connect the Leadbot to Microsoft Outlook via Zapier
See all options regarding Leadinfo & Zapier at: Leadinfo Zapier Integrations