Zapier Integration

What is Zapier and Why Use It?

Zapier is an automation platform that connects different apps together. For LeadHQL, it automatically syncs your buyer introductions to your CRM and other tools. Why Use Zapier with LeadHQL Without Zapier, you'd need to: - Manually check your LeadHQL dashboard for new introductions - Copy/paste contact details into your CRM - Risk missing introductions or delayed follow-up With Zapier: - New introductions automatically appear in your CRM - No manual data entry - Faster follow-up (introductions arrive instantly) - Never miss an introduction What You Can Automate Common Zapier automations (called "Zaps") include: - CRM sync - Send introductions to Close, HubSpot, Salesforce, Pipedrive, etc. - Email notifications - Get an email when a new introduction arrives - Slack alerts - Notify your team channel of new introductions - Spreadsheet logging - Add introductions to Google Sheets for tracking - Task creation - Create follow-up tasks in your project management tool How It Works 1. A buyer is introduced to you in LeadHQL 2. Zapier detects the new introduction 3. Zapier sends the data to your connected apps 4. Your CRM (or other tool) has the introduction ready to work This happens automatically, in real-time. Getting Started LeadHQL has a private Zapier integration. To get access: 1. Go to Organization → Integrations at https://leadhql.com/dashboard/organization/lead-sync 2. Click Get Zapier Invite 3. Follow the setup instructions Is Zapier Required? No. You can use LeadHQL without Zapier by: - Checking your My Leads dashboard regularly - Exporting CSVs and importing to your CRM manually However, we strongly recommend Zapier for serious agencies. Manual processes lead to missed introductions and slower follow-up.

Getting Your Zapier Invite

LeadHQL uses a private Zapier integration. You need an invite to access it. Why a Private Integration? Our Zapier integration is private (not in Zapier's public directory) to: - Ensure only LeadHQL customers can access it - Provide a more tailored integration experience - Maintain security of your introduction data How to Get Your Invite 1. Log in to LeadHQL at https://leadhql.com/dashboard 2. Go to Organization → Integrations (or navigate to https://leadhql.com/dashboard/organization/lead-sync) 3. Find the Step 1: Get Zapier Access section 4. Click Get Zapier Invite 5. This opens Zapier and grants you access to the LeadHQL integration What Happens Next After clicking the invite link: - You'll be taken to Zapier (create an account if you don't have one) - The LeadHQL integration is added to your Zapier account - You can now create Zaps using LeadHQL as a trigger Zapier Account If you don't have a Zapier account: 1. Click the invite link 2. Sign up for Zapier (free tier available) 3. The LeadHQL integration will be available in your account Already Have Zapier? If you already use Zapier: 1. Click the invite link while logged into Zapier 2. LeadHQL is added to your existing account 3. Find it by searching "LeadHQL" when creating a new Zap Next Steps Once you have access, proceed to connect LeadHQL to Zapier and create your first Zap.

Connecting LeadHQL to Zapier

After getting your Zapier invite, you need to connect your LeadHQL account to Zapier. Prerequisites - Zapier account with LeadHQL integration access (get invite at https://leadhql.com/dashboard/organization/lead-sync) - Active LeadHQL account Connection Steps 1. Log in to Zapier at https://zapier.com 2. Start creating a new Zap (or go to My Apps) 3. Search for LeadHQL 4. Click Connect 5. A popup appears asking you to authorize 6. Log in to your LeadHQL account if prompted 7. Authorize Zapier to access your LeadHQL data 8. Connection complete What Gets Connected When you connect, Zapier can: - Receive new introduction data from LeadHQL - Access introduction details (name, email, phone, etc.) - Trigger actions when new introductions arrive Zapier cannot: - Modify your LeadHQL settings - Change your subscriptions - Access your billing information Testing the Connection After connecting: 1. Create a test Zap with LeadHQL as the trigger 2. Choose "New Lead" as the trigger event 3. Zapier will test by pulling recent introductions 4. If successful, you'll see sample data Troubleshooting Connection Issues Can't find LeadHQL in Zapier? Make sure you've clicked the invite link first. Go to https://leadhql.com/dashboard/organization/lead-sync and click Get Zapier Invite. Authorization fails? Try logging out of LeadHQL and back in, then retry the connection. Still having issues? Contact support via the chat widget or email.

Setting Up Your First Zap

A "Zap" is an automated workflow in Zapier. Here's how to create your first one to sync LeadHQL introductions to your CRM. Basic Concept Every Zap has: - Trigger - What starts the automation (LeadHQL: New Lead) - Action - What happens next (e.g., Create contact in your CRM) Step-by-Step Setup 1. Start a New Zap 1. Log in to Zapier 2. Click Create Zap (or the + button) 2. Set Up the Trigger 1. Search for LeadHQL as your trigger app 2. Select New Lead as the trigger event 3. Connect your LeadHQL account (if not already connected) 4. Click Test trigger to pull sample data 5. Continue to the action step 3. Set Up the Action 1. Search for your CRM (e.g., Close, HubSpot, Salesforce) 2. Select an action like Create Contact or Create Lead 3. Connect your CRM account 4. Map the fields: - First Name → LeadHQL First Name - Last Name → LeadHQL Last Name - Email → LeadHQL Email - Phone → LeadHQL Phone - Add any custom fields you want 5. Test the action 4. Turn On Your Zap 1. Give your Zap a name (e.g., "LeadHQL to Close CRM") 2. Click Publish or Turn on Zap 3. Your automation is now live What Happens Now Whenever a new buyer is introduced to you in LeadHQL: 1. Zapier detects it automatically 2. A new contact/lead is created in your CRM 3. You can start working the introduction immediately Tips for Your First Zap - Start simple - just sync the basic fields first - Add more complexity later (tags, assignments, etc.) - Test with a real introduction to confirm it works - Check your CRM to verify the data arrived correctly

Common Zap Recipes

Here are popular ways to automate your LeadHQL introductions with Zapier. CRM Sync The most important automation. Automatically add introductions to your CRM. Popular CRMs: - Close CRM - HubSpot - Salesforce - Pipedrive - Zoho CRM Setup: - Trigger: LeadHQL → New Lead - Action: [Your CRM] → Create Contact/Lead - Map: First name, last name, email, phone, source Email Notifications Get an email whenever a new introduction arrives. Setup: - Trigger: LeadHQL → New Lead - Action: Email by Zapier → Send Outbound Email - To: Your email address - Subject: "New LeadHQL Introduction: [First Name] [Last Name]" - Body: Include contact details and source Useful for: Backup notification, team members without dashboard access. Slack Alerts Notify your team channel of new introductions. Setup: - Trigger: LeadHQL → New Lead - Action: Slack → Send Channel Message - Channel: #leads or #sales - Message: "New introduction: [Name] - [Email] - [Phone]" Useful for: Teams that live in Slack, quick visibility. Google Sheets Logging Keep a spreadsheet record of all introductions. Setup: - Trigger: LeadHQL → New Lead - Action: Google Sheets → Create Spreadsheet Row - Spreadsheet: Your tracking sheet - Columns: Date, Name, Email, Phone, Source, Lead Group Useful for: Reporting, backup, sharing with stakeholders. Task Creation Automatically create follow-up tasks. Setup: - Trigger: LeadHQL → New Lead - Action: [Task app] → Create Task (Asana, Todoist, Monday, etc.) - Task: "Follow up with [Name]" - Due: Today or Tomorrow Useful for: Ensuring nothing falls through the cracks. Multi-Step Zaps Combine multiple actions in one Zap: 1. LeadHQL → New Lead (trigger) 2. Close CRM → Create Lead 3. Slack → Send Message 4. Google Sheets → Add Row This requires Zapier's paid plans but provides comprehensive automation. Tips - Start with CRM sync - it's the highest-value automation - Add notifications as backup, not primary workflow - Test each Zap thoroughly before relying on it - Check your Zaps periodically to ensure they're running