Zapier
Last updated
Last updated
This page describes how to use Zapier to get leads in to CallFast from your other tools. You can also use Zapier to sync data with your other tools after the lead has been processed and the call has been made. See more about using Zapier to send data out of CallFast here.
Zapier lets you send lead data in from over 7,000 other software tools. This is a great way to get your leads in from your current form provider, CRM or sales tool.
To send your lead data from another tool into CallFast with Zapier follow these instructions:
Create a new Zap and choose your existing tool as the trigger. In this example we're going to use the form provider Tally but you can use any other tool that Zapier supports. We want to set Tally up to trigger when a new form submission is completed.
We can select the form that should trigger the event:
And then test it to make sure we get the data we expect.
Then we want to add CallFast as an action in Zapier. This means that when your chosen trigger app (in the example above this is Tally) sends data it will prompt an action in CallFast.
The action we want to choose is "Create Lead". This will create a lead based on the data it receives from the trigger app.
Then on step 2 (Configure) you need to specify which data points from the trigger app should be used for which fields in CallFast. Click on the + buttons next to each field to choose the data from the trigger step. When you're done you should see something like this:
Finally, test your action step.
Be aware: Submitting this step will send the data into your CallFast project and if the phone number is valid it will trigger a phone call.
If the test works as you expect, you can now publish your Zap to make it live and active.
I would also recommend testing the Zap flow by posting data to your trigger app in real life so you can see how it works like it should in reality. So for example, I would submit the form in Tally to make sure it sends the data to my CallFast project as it should.
Remember to rename your Zap in Zapier to keep things well organised.
