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To push leads through Zapier, do the following:
- Configure Zapier. See Integration with Zapier to push leads to other CRM using Zapier.
- In the Actions operation, Choose and enter an app (For example; Gmail)
For example; if want to push the lead to Gmail.
- Enter an event, that will be performed when the Zap runs
- Connect to your Gmail to Sign In to your Google account and click Continue.
- In the Set Up Action, map the required fields to prepare the email body and click Continue.
- Click Test & Continue button OR Skip Test button.
- 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.