Easy Zapier Lead Integration

Integrating your online leads sources is very easy using our built-in Drip Flow Triggers with a third-party tool called Zapier.  In this lesson, Part 1 and 2, we go over what Zapier is, what drip flow triggers are and how we quickly create the webhook within Zapier to send your leads into EngageMore automatically.  When they arrive, your automated Drip Flow will start!  This is so much fun for us, but we know you may be challenged by this.  So, give it a try and be sure to let us know if you need help.  We are here to help you! 

PHONE IMPORTING UPDATE: This training will also show you how to opt-in your lead for texting in the same integration. You must have your Voice Touch number set up to text!  NOTE:  the lesson states you should import leads into Phone box 3, but you can now import into any phone box you want.  If you add the number to phone box 1, your notifications of new leads coming from EngageMore CRM will provide you the phone number of your contact.  

NOTE:  Access the list of Drip Flow Triggers here. We suggest that you print it out and keep it handy to reference.  Drip Flow Trigger Form Field List

ABOUT ZAPIER:  Integrations using Zapier does require a paid Zapier account. We highly recommend Zapier for many different amazing integrations coming in and going out of EngageMore CRM.  Please know that EngageMore CRM can provide you help connecting and managing Zapier.  We offer set up and monthly management services for you Click here to learn more.

Drip Flow Triggers and Zaps Part 1:

Drip Flow Triggers and Zaps Part 2: