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How to send leads with Zapier

Connect Zapier

JC avatar
Written by JC
Updated over 2 weeks ago

The article below will cover the exact steps to integrate StreetText with a number of app through Zapier. If you are looking to have this done for you automatically, click this quick link: Sync StreetText with Zapier

For a small fee, our team can make this happen, if you would prefer to do this yourself I have included all the steps below.

Keep in mind you will need a Zapier Subscription to make this work correctly. If you have us do it for you, you won't need a Zapier Subscription.

First you will need to start by creating a zap in Zapier. Click on the Create button then select zaps.
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You will then need to select a trigger the trigger in this case is a new contact in StreetText. Click on trigger then do a search for StreetText and select.

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In the trigger event drop down select New Contact. In the Account field you can select your StreetText account. If you have not connected StreetText to Zapier you will be prompted to do so.

Now select Continue.

You will now create a test trigger. Click on Test Trigger. Zapier will pull up a few contacts from your StreetText account it doesn't matter which one you select. Select a contact then click on Continue with Selected Record.
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You will be prompted to select the app that you want to send the lead to. Just do a search for you app and then select it. In our example here it it will be Follow Up Boss.

You are now going to set up the event you in the app you are sending the lead to. Under action event select the event that matches the closest to creating a lead. In the case of our example here the action event is "Create or Update Contact Without Triggering Action Plan". Next select the account of the app. If you have not connected that app with Zapier you will be prompted to do so.
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Click Continue.

Now you will map the information to the app you are sending the lead to. You do this by clicking on the + button and selecting the info from StreetText that matches. You can leave field blank that will mean it just won't send any info for that field to the app. You can also send a hardcoded info in this example in the source field I just entered in StreetText. This means that all leads will across with StreetText as the source in that field.

Once you are satisfied with the mapping click Continue. ย 
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The next step will just verify the mapping. Click Test Step.

Zapier will then send that test event to the app you can verify in the app if the test worked. If everything went well then click publish and your zap will be live.

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