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Integration with Zapier Configuration

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.

Configuring Zapier to push leads

To configure Zapier, do the following:

  1. Log in to your Zapier Account
    The Trigger dialog box is displayed.
  2. In the Trigger operation, do the following;
  3. Choose and enter the app name for example; LeadCenter.AI
    Integration with Zapier Configuration
  4. Enter the Event from the drop-down list and click Continue.
    Integration with Zapier Configuration
  5. To create a new account, click on Connect a new account.
    Integration with Zapier Configuration
    The Allow Zapier to access your LeadCenter.AI Account? page is displayed.
  6. Go to the LeadCentre.AI account and copy the newly generated access token.
    For more details to generate an access token, see “Configuring Access Token”.
  7. Enter the token access number and click Yes, Continue.
    Integration with Zapier Configuration
    The LeadCentre.AI account is connected.
    Integration with Zapier Configuration
  8. The Test your Trigger page is displayed.
  9. To test the trigger click on Test Trigger.
    If a new lead is found it will be displayed.
    Integration with Zapier Configuration
  10. Click Continue
    The Action dialog box is displayed to push leads. For more details to push leads, see Pushing Leads through Zapier.
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