Zapier Setup: Connect to CRM Workspace

If your CRM isn't Podio, you can push your leads to it with Zapier. For Podio, we recommend the native integration: Integrate Lead Sherpa with Podio.

Resources

→ Pushing Leads to CRM

→ Zapier - Lead Sherpa app invite

→ Zapier - Help Center

1. Start your Zap and connect Lead Sherpa

1. Open the Lead Sherpa app invite on Zapier and log in to Zapier.
2. Click Accept Invite and Build a Zap, then create a Zap.
3. Search for Sherpa and choose the trigger New Lead.
4. Sign in to Lead Sherpa when asked, then continue.
5. Name the Zap the way you want to see it in Lead Sherpa, then test and continue.

2. Connect your CRM

1. Choose your CRM and the action event (for example Create Item).
2. Sign in to your CRM account and choose the workspace, organization and application (usually your lead or seller leads app).
3. Map at least your required fields, plus any extra data you want:
4. Property address
5. Owner name (first and last name can be separate)
6. Phone
7. Email
8. Mailing address (street, city, state and zip)
9. Notes: we recommend the Lead Sherpa notes, prospect link, Sherpa conversation link, lead stage and campaign name
10. Any other fields your CRM requires
11. Send a test, then turn the Zap on.

3. Finish in Lead Sherpa

1. In the menu on the left, click the person-and-gear icon at the bottom to open Account Settings, then click Manage App Integrations. Your Zap shows up under Zapier Webhooks → Lead Webhooks.

   

2. Lead webhooks push qualified leads to your CRM. SMS webhooks also send all incoming text messages for the campaigns they're set on.
3. If you have several Zaps, click the three dots next to the one you use most and set it as the Default. It's used for all new and follow-up campaigns unless a campaign uses a different one.

4. To use a Zap on a specific campaign, go to Campaigns, click the three dots next to the campaign, choose Edit, and pick it under Zapier Webhook For Leads (and Zapier Webhook for SMS, if you use one).

   

5. Open a qualified prospect and click Push to Zapier. The lead shows up in your CRM.

Questions? Email support@leadsherpa.com.

Watch us set up a Zap firsthand below: