Introduction:
Setting up the LeadExec Zapier Integration for inbound leads via Webhook automates the process of sending lead data directly into LeadExec. This guide will walk you through the simple steps to configure and test the integration.
Setting Up the LeadExec Zapier App for Inbound Leads via Webhook
Step 1: Log Into Your Zapier Account and Create a New Zap
Log into your Zapier account.
Once logged in, click the Create Zap button to start a new automation.
Step 2: Set Up the Trigger
Select Webhooks by Zapier as your trigger app.
Choose "Catch Hook" as the trigger event.
Copy the provided endpoint URL—this is the URL where you’ll post your leads to Zapier.
Step 3: Send a Test to the Endpoint
Zapier will ask you to send a test to the endpoint.
Use a tool like Postman or Insomnia to post a test lead to the endpoint URL.
Once the test lead is posted, Zapier will read the request and pull in the field names.
Step 4: Set Up the Action in LeadExec
After setting the trigger, choose LeadExec as your action app.
Select the "Create Lead" action event.
You will be prompted to log in with your LeadExec credentials to connect your account.
Step 5: Configure Lead Information
Once connected, select the lead source and campaign for your leads.
This will auto-populate the lead fields in LeadExec.
Map the fields you created in the webhook app to the corresponding fields in LeadExec.
Step 6: Test the Action
Click the button to submit a test to LeadExec.
Ensure that the test successfully posts the lead data to LeadExec.
Step 7: Enable the Zap
Once the test is successful, click Turn on Zap to enable the automation.
Your inbound leads will now be automatically posted to LeadExec via the webhook.
Conclusion:
After setting up and testing the LeadExec Zapier Integration, your inbound leads will be automatically posted to LeadExec. Enabling the Zap streamlines your lead capture, saving you time and ensuring seamless data flow.
What’s Next?
After setting up your integration, it’s important to ensure your leads meet compliance standards and are properly certified. Here are the next steps to take:
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