Zapier

Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. 

Popular ways to use the Zapier integration

  • Adding your leads to a shared Google Spreadsheet
  • Sending yourself a notification when a new lead is posted
  • Adding your leads to a huge list of available CRM integrations
  • Creating tasks with Project Management Apps

Zapier Resources

Zapier is a 3rd party software. Please refer to the following articles in the Zapier knowledge base to help you get started:


Before getting started

In order to connect your Lead Prosper and your Zapier account, you will need your Lead Prosper API Key. This key can be found in your Lead Prosper account by clicking on the profile logo and selecting the Developer menu item

While we are woking with the Zapier team to publish our app, please use the following link to enable and add the Lead Prosper app to your Zapier account: https://zapier.com/developer/public-invite/116194/9e58821e6d84e1a5164fbd2c6bd8cc8b/

IMPORTANT: Currently you can only enable one Zap per campaign. If you create multiple Zap for one campaign, the latest one that is enabled will be executed. This limit will be removed in a further version. Moreover, Zapier enabled buyers cannot be cloned.

Setting up your Zap

  1. Create your Lead Prosper campaign. On your buyer, ensure that Zapier is the selected choice in the "Real-time action" step.
  2. In your Zapier account, navigate to "Create Zap" page.
  3. In the section "When this happens...", search and select "Lead Prosper" as the app
  4. Next, select "New lead" as the trigger and click "Continue"
  5. Connecting your Lead Prosper account
    1. If you already connected your Lead Prosper account with Zapier
      1. From the accounts dropdown, select your connected Lead Prosper account
    2. If you did not connected your Lead Prosper account with Zapier or want to connect a new account
      1. You will have to enter your Lead Prosper API key in order to connect your account. Please refer to the section on how to obtain that key. Click on "Sign in to Lead Prosper". A pop-up modal will show up, asking you for the API Key. Enter your Lead Prosper API Key and click "Yes, Continue".

  6. In the next step, we will need to select your Lead Prosper campaign and buyer.
    1. for Single-buyer campaigns, both the campaign and the buyer dropdowns have to have the same value.
    2. for Multi-buyer campaigns, once you selected the campaign, the buyer dropdown will populate with the buyers associated with that campaign.
    3. IMPORTANT: if you are editing a Zap and changing the campaign, please make sure to open the buyer dropdown and select the correct buyer. Currently, Zapier is not able to clear the value of the buyer when the campaign is changed, so it is imperative for you to verify that your buyer is properly selected.
    4. only campaigns and buyers that are configured to work with Zapier will be shown in these dropdowns.
  7. Find data step. This step is very important, as this step will sync your campaign fields within your Zap, so that you can use them in your automations later.
    Please press the "Test trigger" button. If your campaign and buyer are selected correctly, you will see a lead example, with some demo data. Please ensure all your campaign fields are present before moving forward.

    If you are editing a Zap and changed the campaign or the buyer, or you changed some campaign fields within Lead Prosper, you have to come back to this step, select "Lead A" from the dropdown, then press "Load More".
    This will force Zapier to re-check your Lead Prosper campaign and pull all your fields. A new example lead should appear in the dropdown. Select it and check that your campaign fields are correctly displayed.
  8. Next step is to add one or more Actions to your Zap. Zapier integrates with hundreds of applications. Start typing in the "Choose App & Event" box the application that you are trying to add, or select it from the list of apps that appear on-screen
  9. Once you have chosen an app, you will need to select an action or event. In our example we will use Google Sheets to demonstrate how to properly map your fields.
    Our event of choice will be "Create Spreadsheet Row"
    Same as we did when connecting our Lead Prosper account, we will be asked to connect our Google account and select the Spreadsheet file where we want our leads to be written.
    Once we selected the correct file, we will be prompted to map the cells with the data from our campaigns. This process is similar to any other app you select, like sending an email, SMS or adding that lead to an automated email sequence.
    All we have to do now is go through all the fields and select the correct field matching our test data that we obtain in step 7. By default, Zapier displays only the first 3 fields, but you can easily search for any field that belongs to that campaign in the search box that is displayed when trying to match a field.
  10. Last step will be to test your integration and ensure that your example lead is passed to your correct app and everything works as expected
  11. Once you confirmed that everything worked, it is time to enable the Zap by clicking the "Turn on Zap" button or toggle one of the switches from OFF to ON
  12. Congratulations! Your leads will be passed from Lead Prosper to Zapier and then your automation flow will be executed

Of course, this was just one example on how to use Zapier. With the growing list of apps that Zapier is adding every week, there should be nothing that you could not do with your leads.

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