How do I integrate my platforms with Leadster using Zapier?
The Leadster platform allows you to use Zapier (an integration service) to register all converted leads in your preferred software, enabling integration with over 1000 platforms. Let's get started!
Prefer a step-by-step guide with images? No problem:
- Access your tool's control panel.
- Click on the "Integrations" tab.
- Then, click the "Add" button to create a new integration.
- Select the "Zapier" option.
Now, let's pause the process here and go to your Zapier account:
- Click "+ Create" within the Zapier tool, and select "Zaps"
- Define a name for this ZAP and search for "Webhooks by Zapier" for the first block.
- Click on "Webhooks by Zapier," then select "Catch Hook" and click "Continue."
- Copy the displayed new code.
Now, let's go back to the Leadster control panel where we created the Zapier integration, and scroll to the footer of the page:
9. Paste the copied code into the "URL for event" field and click "Save."
- Next, go to your chat implemented on the website and generate a test lead to receive the model within Zapier.
- Click "Test Trigger," and you'll receive the lead you just generated for use as an example in the next steps of the integration.
- Add the system in which you want to register the leads generated by the tool by clicking "Continue with selected record".
- As an example, I used Rd Station; simply search for your tool's name in the search bar and click.
- Select the type of event you want to create when a new lead converts using the tool, in this case, a conversion event. And click "Continue":
- Connect your Rd account by clicking "Sign in."
- Select your account and click "Continue."
- On the next screen, you can see the fields related to registering a new lead in the tool. Click and each field and submit the information collected in the first step.
- Now, let's test the integration by submitting this test lead to RD Station. After this step, you can check the arrival of the lead in your RD panel.
- Don't forget to enable the integration using the button displayed below. That's it! Now all your generated leads are synchronized with RD or your preferred system.
Need help? Talk to our consultants via chat within the platform.
Thank you very much!