Zapier

Zapier integration allows you to send lead data to thousands of other applications. Webhook triggers fire when leads are created, marked as sale, or marked as qualified. Use Zapier workflows to automate notifications, CRM updates, spreadsheets, and more. Connecting via Zapier Log in to your Zapier account. Click this invite link. Connect your account using the API key in Container settings > Integrations > Zapier. You can also click “Connect” there to open Zapier. Available triggers New Lead - Fires when a new lead is captured (form, call, or custom). New Qualified Lead - Fires when a lead is marked as qualified. New Sale - Fires when a lead is marked as a sale. Available actions Find Lead - Finds a lead based on an email address or phone number. Process Lead - Allows you to mark a lead as qualified, won (with a value) or lost. Common use cases CRM sync - Send leads to Salesforce, HubSpot, Pipedrive, or other CRMs. Spreadsheets - Log leads to Google Sheets or Excel. Notifications - Send Slack, Microsoft Teams, or email notifications. Email marketing - Add contacts to Mailchimp, ActiveCampaign, or ConvertKit. Custom webhooks - POST to your own API endpoints. Troubleshooting Check Zapier’s task history for failed webhook deliveries. Verify your container is active and receiving leads. Ensure field mappings haven’t changed in your action app.