Zapier can help you create connections between your site and applications like a CRM, without any complicated coding. This can be especially helpful for pushing & routing new leads (registered users) as well as your sites contact forms for agents & listings to a CRM, a Google Sheet, an Email List like MailChimp, and many more applications to boost your productivity.
If you don’t have one already you’ll need to create a Zapier account, it’s free to setup and only takes a minute to complete.
In this article, you’ll be walked through how to integrate Zapier with WordPress to send New Leads to the widely popular Follow Up Boss CRM, as an example but it also supports Zoho, Realvolve, Kunversion, etc…there’s 1000’s of applications they support.
To get started, you’ll want to create a Zapier account. This is free to set up, and takes only a minute to complete. Then you can head over to your WordPress dashboard and get started.
This is an optional step, but we highly recommend creating a new user in your WordPress dashboard for setting up Zapier. This can help ensure the security of both your site and your connected accounts.
To do that, you’ll need to log in to your WordPress admin dashboard and navigate to Users > Add New. On the Add User page, you’ll enter “zapier” as the account username, along with any email address you like:
It’s important to note that if you want Zapier to trigger any actions on your WordPress site, you’ll need to set this account’s user role to Administrator or Editor. Once you’ve finished filling out the information, click on Add New User to complete this step.
Next, you’ll need to sign in to Zapier and choose the ‘Zap’ you want to set up. For this example, we’ll create a Zap that generates a new row in a selected Google Sheet every time a new post is published to our WordPress website:
Once you choose your app, you’ll be taken to a page where you can select the triggering event. In this case, we’ll select New Post from the drop-down menu:
This means that the app will perform its action whenever a new user is created. After you choose your Trigger Event, click on Continue. For the next step, you’ll need to have some information from your WordPress website, so make sure you still have a tab open to your dashboard.
After you enter the necessary information, select Yes, Continue. You’ll be taken back to the Zap setup screen, where you can now click on Continue to move on to the next step.
Here is where you’ll be able to customize some of the options for your WordPress integration app. Zapier notes when a choice is required or optional. In our example, we can test the new user/lead data that’s going to our Zap.
You have three choices when it comes to testing your Zap. However, we recommend trying the Test & Review button first. This will retrieve information from your website, and you’ll remain on this screen to review the results before moving on to the next part of the setup process.
Now you can choose the application that will carry out an action triggered by the event you just set up. For this example, we’ll be selecting Follow Up Boss:
This next step you’ll be asked to connect your Follow Up Boss account.
Once you’ve signed in to Follow Up Boss you’ll be able to configure the mapping of First Name, Last Name, Email Address.
When you are done with these settings, you can test your Zap and complete the setup process. You’ll then have the option to turn on your new Zap:
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