Connecting to Zapier

Introduction

Zapier lets you connect lead sources that have no direct webhook, such as Instamojo, LeadPages, GetResponse, Google Sheets or Facebook Lead Ads, by building a Zap with the lead source as the trigger and a webhook to BMexa as the action.

Setting up the Zap

1. In BMexa create a Zapier connection (Marketing › Integrations › Zapier › Add connection) and copy the webhook URL.
2. In Zapier, Make a Zap. Trigger: your lead source and an event such as New Lead, New Form Entry or New Contact.
3. Action: Webhooks by Zapier › POST. URL = the BMexa URL. Payload Type = json.
4. Under Data add name, phone and email mapped to the trigger's fields. Add message, project, budget, campaign or anything else you want kept with the lead.
5. Test the action. The test lead appears in Clients. Turn the Zap on.

Example: GetResponse

1. Trigger: GetResponse › New Contact › sign in with your API key › pick the list.
2. Action: Webhooks by Zapier › POST to the BMexa URL with name, phone and email mapped.
3. Test and turn on.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).