Zapier is an integration platform that lets you connect 1000+ web applications. It means that you can use it to send data from LinkedFusion to any other supported app. You can use it to send the information based on Events triggered like Invitation sent, Invitation Accepted, Invitation Withdrawn, Prospect Responded.
What is Zap?
Simply speaking, a “Zap” is a task that you want to be performed over and over again. For example, you can “add every prospect added by LinkedFsuion to SalesForce CRM”. The first part of the request is the “Trigger”, and the second - the “Action”.
When you create a Zap, Zapier will automatically check the trigger for new data every few minutes, and when the Zap triggers, Zapier performs an action.
What is a Trigger?
A Trigger is an event that starts a Zap. For example, if you want to add the event "Invitation Accepted" from LinkedFusion to SalesForce CRM, LinkedFusion will be calling your Zapier URL with the relevant data which will be the trigger.
What is Action?
An Action is an event that a Zap performs. Following the example mentioned above, if you want to add every Accepted LinkedIn profile to SalesForce, “adding a new contact to SalesForce” will be the “Action” in this case.
This was all about the basic terms used while working with Zapier.
Create your 1st LeadConnect Zapier Integration to connect with your SaaS apps.
Step 1: Setup Zapier to Receive the data
Click on Create Zap and select Webhook to receive the data
Select Catch as Trigger Type
You will get a unique URL from Zapier, copy that, and put it into LinkedFusion.
Step 2: Send Test Data from LinkedFusion to Zapier
Now navigate to Webhooks Section.
Enter the URL generated from Zapier and Save it.
After that click on Test Zapier. Once you get a success message. Navigate back to Zapier.
Click on "Ok, I did this." You will see 3 types of data have been sent to Zapier. (LinkedFusion can send 4 types of data but max 3 is allowed for the test)
Available Types are:
Step 3: Verify and Setup the Action
You can filter the data using the Types we are sending and trigger an action. You can use the Zapier path to have actions based on conditions as well.