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Zapier 2.0 | Setup

Kyle Petersen
Kyle Petersen
  • Updated

Article Overview 

This article demonstrates how to set up a basic Zap with SalesRabbit+. In this article example, we will demonstrate how to send lead information to a Google Sheet. Zapier allows for 9,000+ app connections. 

Integrations with Zapier automations are built and maintained by the customer using their own Zapier account. This means SalesRabbit has limited ability to support, maintain, and troubleshoot issues with Zapier automations.

Note: connections to Zapier require a Pro or Enterprise SalesRabbit account.

Part 1: Pre-Requisites

This part will explain the pre-requisites needed before setting up a Zap.

  • Must have access to SalesRabbit+ Webhooks.
  • Must have access to your own Zapier account.
  • A user must have the "Manage Integrations" permission enabled for their assigned role in SalesRabbit+.
    • Check if your assigned role has this permission enabled from the SalesRabbit+ Web App: Navigate to "Settings" -> click "Roles & Permissions" -> see if the "Manage" checkbox for the Integrations permission has been enabled.

Part 2: Obtain Webhook URL

This part demonstrates how to obtain a Webhook URL from Zapier and applying that URL to your SalesRabbit+ account.

Note: for demo purposes, we will be creating a Zap that adds a row to a spreadsheet when a lead is updated to an "Appointment" lead status.

  • From your Zapier account, click "Create" -> "Zaps".
  • Click the "Trigger" step -> use the text field to search for "Webhooks" by Zapier.
  • Within the trigger setup, use the "Trigger Event" dropdown to select the "Catch Hook" option.
  • Click "Continue" to move to the configure step.
  • Within the trigger configure step, a child key is not necessary. Click "Continue" to bypass this page.
  • Within the trigger test step, "Copy" the generated webhook URL.
  • This webhook URL will be pasted in a location in your SalesRabbit+ account.
  • From the SalesRabbit+ Web App, navigate to "Integrations" -> "Webhooks" -> click "Create Webhook".
  • From the right hand pop-out, enter in the following information:
    • Title: name the webhook.
    • URL: "Paste" the copied URL from Zapier.
    • Event Type: select the event you'd like to trigger the webhooks.
      • Forms:
        • Form Submitted: triggers when a form is submitted from the lead.
      • Leads:
        • Lead Created: triggers when a lead is created and marked with a designated status(es).
        • Lead Updated: triggers when a lead is updated (contact info, custom fields, status update, etc.)
        • Lead Deleted: triggers when a lead is deleted.
        • Lead Status Updated: triggers when a lead's status is updated to a designated status(es).
        • Lead Owner Modified: triggers when a lead's owner is updated.
      • Areas: 
        • Area Created: triggers when an area is created.
        • Area Updated: triggers when an area is updated.
        • Area Deleted: triggers when an area is deleted.
    • Event Sub-Type: select the status(es) that a lead must be set to for the webhook to trigger.
  • Click "Create" when finished.
    • Note: in the below example, the webhook will trigger when a lead's status is updated to the "Appointment Set" lead status.
  • Next, test the trigger in Zapier.
  • Before proceeding, create one or two test leads that meet the requirements of the new Zap.
    • For example, in this article, we've set up a webhook that triggers when a lead is marked with the "Appointment Set" lead status. We would create one or two new test leads and update them to the Appointment Set lead status.
  • From the "Test" webhook page, click "Test Trigger".
  • Any records found by the webhook will be found. Check the information fields for that record have passed.
  • Click "Continue with Selected Record" to proceed with creating an action.

Part 3: Action Setup

This part will demonstrate how to select the event for the Zap to run. Zapier has the capability to connect to 9,000+ apps. The following steps will differ depending on the app you choose to connect to.

Note: in these screenshot examples, we will be creating a new row on a Google Sheet when a lead is marked with an "Appointment Set" lead status. Accounts are able to connect to any app available within Zapier.

  • Within the "Action" step, search for and select the app for the event to run on.
  • When connecting to a Google Sheet, choose the "Action Event" and connect the correct Google "Account" with access to the sheet.
  • Click "Continue".
  • When connecting to a Google Sheet, select the "Drive" the sheet lives in.
    • Select the "Spreadsheet".
    • Select the "Worksheet" for information to populate on.
    • If the worksheet contains column names, use the following dropdown fields to map what information from the SalesRabbit Lead you'd like to map to each column from the spreadsheet.
  • Click "Continue".
  • Click "Test Zap" to verify the information was sent to the correct location.
  • Here is a screenshot of the Google Sheet that we connected in these screenshot examples.
  • If a certain field is missing information, repeat the previous steps and ensure that each column has a field mapped to it.
  • After testing, click "Publish" for the Zap to go live!

Pro Tips

  • Zapier automations are built by the customer using their own Zapier account. Meaning, SalesRabbit often has limited ability to support, maintain, and troubleshoot issues with Zapier automations.

FAQ's

  • Why can't I see the "Webhooks" page in my SalesRabbit+ account?
    • The webhooks page requires that you are on the Pro Plan. Additionally, this page may require a feature flag to be enabled. Contact the SalesRabbit Support Team for more information or troubleshooting steps.

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