Zapier is a powerful automation tool we have chosen as our primary integration point. All lead generation will go through Zapier and into our system so no leads are missed due to mismatches with the lead sources and our system.

Worried About Pricing?

You need not pay a penny extra for this service unless you have...

• Over 100 online leads a month
• Need more than 5 different web forms or sources integrated
• Want to utilize a premium Zap

For most who don't fit the free label, the 'Starter' tier of Zapier will have everything you need and currently stands at only $20 a month.

| See more on Zapier's Pricing |

I'm an Agency, What do I Need to Know?

• In order to meet the free pricing tier, it is suggested to have one Zapier login per client account
• If you need client logins to connect up an account, reach out to us and we can provide those for you

Migration Guide

Direct Migration into Zapier

No matter which integration you currently have with us the easiest option for you moving forward is to use a direct Zapier Trigger from your lead source. Many popular forms and lead sources have a direct trigger. You can find the list of those we see the most often in our Zapier Integration Space homepage and go explore the many apps in Zapier for yourself!

Simply setup your lead source's trigger (each will have nice documentation on how to do that) and our own 'Create a lead' Zap as the action.

Migrating from Javascript

From our javascript integration you'll be setting up lead details to be sent to zapier via an email provided to you by Zapier and then following the steps provided by Zapier to 'parse' your email of its lead details

1. Setup your source to send an email with the lead information either directly or via email forwarding. We'll get to where this email will be going in the next step.
2. Follow our email parsing guide and use the Zapier Parser email as the email for lead information: Zapier: Parsing Lead Source Emails into Lead Details

Migrating From Email

From our email integration you'll simply be changing the emailslingshot email you have setup today to one provided to you by Zapier and then following the steps provided by Zapier to 'parse' your email of its lead details

1. Follow our email parsing guide and use the Zapier Parser email as the email for lead information: Zapier: Parsing Lead Source Emails into Lead Details

⚠️ Before you go!

Note, when updates are made to your lead sources or you wish to add new sources, you will want to check back in with your Zapier to be sure the fields are coming into our system as they should!