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Pushing Leads through Zapier

To push leads through Zapier, do the following:

  1. Configure Zapier. See Integration with Zapier to push leads to other CRM using Zapier.
  2. In the Actions operation, Choose and enter an app (For example; Gmail)
    For example; if want to push the lead to Gmail.
  3. Enter an event, that will be performed when the Zap runs
  4. Connect to your Gmail to Sign In to your Google account and click Continue.
  5. In the Set Up Action, map the required fields to prepare the email body and click Continue.

  6. Click Test & Continue button OR Skip Test button.
  7. To publish Zap, click on Publish Zap > Publish & Turn On button.

    The Zap will be published.

    The Email Format in Zap:

    The Email format(When a new lead is created an email will be received in your configured Gmail account) in the below format:

    You have successfully pushed leads to Zapier.

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