Configuring to capture leads through integration with Zapier

Zapier is an online platform that helps you automate workflows by connecting the apps and services you use. This allows you to automate tasks without having to build this integration yourself, or hiring someone to build this integration for you.

LeadCentre.AI integrates with Zapier to push leads to other CRM using Zapier. To integrate with Zapier, you need to generate an access token from the LeadCentre.AI user interface.

Zapier access tokens are the thing that Zapier can use to make requests to LeadCenter.AI. It will allow Zapier to connect with LeadCenter.AI and access your leads on your behalf of you.

Configuring Access Token

To configure the access token, do the following:

1. On the LeadCenter.AI, go to Setup > Integration
   All the LeadCentre.AI, related integrations are displayed.
   
2. On the Zapier section, click on Configure Access Tokens button.
   
   The Zapier Tokens page is displayed.
3. To generate the access token, click on Generate new token button.
   
   
4. Enter the note and click on Generate Token button.
   
   A new token will be generated.
5. To copy the token click on Copy Token button.
   Note: Ensure that you copy the access token, as you will not be able to access it later.
   
6. [OPTIONAL]To generate a new token again, click Generate new token.
   
   

Revoking Access Token

To revoke the access token, do the following:

1. On the LeadCenter.AI, go to Setup > Integration
2. On the Zapier section, click on Configure Access Tokens button.
   
3. Click on the Revoke button to revoke an access token
   
   A confirmation message will be displayed.
4. Click on the Revoke token button in the confirmation message to revoke the access token.
   
   A success message will be displayed.