This article describes creating Inbound Leads in Xazu using Zapier. Zapier is a great integration tool that enables its users to integrate a large number of applications with other applications including Xzazu.
Step 1
First you need to create a Zapier account. You can create a Zapier account here:
Step 2
In this tutorial we are going to use Zapier to connect Google Sheets to Xzazu. The goal is to insert an Inbound Lead in Xzazu when a record is created in a Google Sheets spreadsheet.
To accomplish this you first need to create a new blank sheet in Google Sheets.
Lets give the sheet a name and add some lead records.
To keep this simple we only use 3 fields; First Name, Last Name and Email. After we created the records in the new sheet we can move on to the next step.
Step 3
In this step we are going to link Google Sheets to Xzazu in Zapier.
Login to you Zapier account you created in step 1 and click on “Make a Zap!” in the top right corner.
The following screen will be presented:
The first step is to select the source of the Leads, in this case Google Sheets, as the trigger app. You can select Google Sheets from the Popular Apps or search for it using the search field.
As the Trigger we are going to use “New Spreadsheet Row”, and click Save + Continue:
Now we need to connect our Google Spreadsheet account to Zapier by clicking on “Create an Account” and logging in with our username and password. After you have logged in you again click “ Save and Continue”.
In the next step you select the spreadsheet\worksheet you created moments ago. In this case the name of our spreadsheet is “Inbound Leads” and the worksheet is “Sheet1”
Next Zapier will retrieve 2 samples from the spreadsheet and you can select the data you want to use during the rest of the integration process.
Now we are getting to the part where we integrate with Xzazu.
Click on “ Add a Step” in the left column and select “Action Search” . Use the search bar to search for Xzazu and select it.
Select create a New Inbound Lead and click “Save + Continue”.
Now we need to connect your Xzazu account to Zapier. To do this you need 2 things. Your API key and subdomain. You can find you API keys here:
https://YOURSUBDOMAIN.xzazu.com/Settings/ApiKey/List
Your subdomain is the first part of your Xzazu url:
https://company.xzazu.com/Settings/ApiKey/List => company
Select “Connect an Account” and enter your API Key and Subdomain when requested.
After your Xzazu Account is connected click “Save + Continue” to move to the next step.
In this step we map the fields from the spreadsheet to Xzazu field. In this case we only map First Name, Last Name and Email.
Select “Continue” and now the integration is done and we can submit the selected lead from the spreadsheet to Xzazu by clicking on Send Test to Xzazu.
If all goes well the test should be successful and the following screen will be presented:
Click finish and Give you Zap a name and turn on the Zap.
Zapier will now check your Sheet every 5 minutes and if new records are added to the sheet Inbound Leads will be automatically created in Xzazu.