How Can We Use Zapier To Efficiently Send Leads From a Third-Party app To G99+?

How Can We Use Zapier To Efficiently Send Leads From a Third-Party app To G99+?

Our G99+ app has now been officially added to Zapier's extensive app list, allowing you to effortlessly transfer leads from various apps directly to G99+. By establishing a seamless trigger in Zapier between the chosen source app and G99+, you can now streamline the setup process.

Let's take a look at how to do the setup!

STEP - 1

If you don't have a Zapier account yet, please visit https://zapier.com/ and sign up. If you already have an account, kindly proceed by logging in.

STEP - 2

Once logged in, click on the "Create Zap" button as shown below to create the trigger between the source app and G99+.




STEP - 3

You will see the below screen; search for the source app there from where you want to send the leads to G99+.




Here we will show you how to send leads generated through Facebook ads, from Facebook to the G99+ app.

(You can choose any other app according to your requirement, the process is almost the same.)

   

When the app appears below, click on it.

STEP - 4

Now you need to choose the event as shown below and hit the "Continue" button.




STEP - 5

You will be asked to sign in to the app; sign in to the selected app to proceed further.




STEP - 6

After signing in, your profile name will be displayed as shown below.



Now you need to click on "Continue" and choose the page linked to your profile. For different apps, this step may vary. In the case of Facebook, we need to choose the page; for other apps, we need to select the form directly based on the app's features. Provide the required information as prompted to proceed.




STEP - 7

Click "Test Trigger" to check if your data is being fetched correctly. 



Once successful, click "Continue."




STEP - 8

Now you need to search for the Growth99 app as shown below, click on it, choose the event, and click on "Continue".

 



STEP - 9

Now you will be asked to sign in to your Growth99+ app, please sign in there with your Growth99+ login credentials to proceed further.

STEP - 10

Choose suitable data for each field from the available options. For example, select the email field for the email address, first name for the first name field, and so on. The required fields are first name, last name, email, and phone number. The "Message" field is optional. 

 


 

After choosing the required fields, click on "Continue".

STEP - 11

Click "Test Action" to ensure that the trigger is functioning correctly.



STEP - 12

 If you see a success message and the code "200," it means the integration was successful. Click "Publish" to complete the process.



STEP - 13

Log in to your Growth99+ app and check the leads dashboard to see the test lead.



I hope this provides you with clear instructions for each step.

Thank You!

For more information, contact us at product@growth99.com


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