How to integrate your leads using Zapier Follow
This would require:
- A Zapier account
To get started, you will click the orange "Make a Zap!" button in the top-right corner of Zapier.
Then, you will “Choose App & Event” by selecting your external website/landing page app that you will be connecting to Zapier. If you do not see your app, then press “Show All” to see more options in the Zapier App menu or use the Search here field and type in the name.
Legal CRM Support cannot provide technical support for Zapier since they are a third-party company. For technical or customer support with Zapier, please contact Zapier Support. If you would like Legal CRM to assign an expert integration consultant to consult with you or perform these integrations for you, then that service is available on-demand for a consulting fee.
For our example, we will use InstaPage as our "App" for this Zap, for demonstration purposes only:
Then, you will see the “When this happens…” screen in Zapier. Do not change any of these settings.
Press the blue “Continue” button as shown.
After you continue, it should look this way. You may need to add/authenticate your external App/Website credentials to connect it to Zapier, so please follow any of those instructions, if prompted to do so.
Now, click on the “Do this… POST” step as shown below.
For the “Choose App” option, you will be using the “Webhooks by Zapier” feature to integrate.
Next, click on “Customize Post” to open up the API parameters. This is where you will add your Legal CRM Secret API Key and other required parameters to create leads/intakes in the CRM.
Key: (You can find this in Setup > 3rd Party Integrations > API Key)
CaseType: (This must match the case types that are configured into CRM)
LeadProvider: (Ex: Google Note: This is the Marketing Source, e.g. Google, Website Name, Facebook, etc)
FullName: (or FirstName & LastName)
Mapping your additional data points (fields):
You now can add any other data points that are supported in the API guide. On the left enter in the Legal CRM Parameter name and on the right click into the field to grab data points from your starting app’s form / data points.
Make sure that the "Payload Type" is selected as "Form" since it must be encoded as form data.
When finished adding the Legal CRM API parameters, you will press the blue “Done Editing” button at the bottom of the screen. We do not suggest that you change any other settings inside of the Zap unless you know what you are doing.
Finally, there are a couple of important steps left to get this Zap going. You will need to “Activate” the Zap inside of Zapier after thoroughly test the Zap before going live with it in a production environment.
Please be aware that Legal CRM duplicate checking rules will not allow you to recreate test submissions with the same phone number/email address and will reject them as duplicates. Thus, when you are testing, use unique test phone numbers/email address data for each test for optimal results! 😊
Integration setup guides: