In the short tutorial, we will be looking at how to integrate your Zopto account with your CRM system, using Zapier.
In our recent blog, The Complete Guide to Generating Leads on LinkedIn; we looked at generating value over LinkedIn, to book more time with decision-makers. But once your lead has replied – how do we get that lead from LinkedIn directly into your CRM system?
Copy the custom webhook URL to clipboard and click on “OK, I did this”.
Paste the custom webhook URL inside the dashboard, under Zapier Integration section and click on Save.
Once you get the “Test Successful!” message, click on Continue.
Head to your zopto.com smart inbox, and choose a message and click “resend to CRM”
Search and click on the CRM that you use.
Choose “Create Contact” option or equivalent then press Save + Continue.
Connect your CRM with Zapier.
Match the fields with the fields accepted by your CRM and then click Continue.
Send Test to Your CRM & Click on Finish.
Name your Zap & Turn it ON.
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Hello there! I'm Stephen Cotter. I've worked for FTSE 250 companies to bootstrapped startups and everything in-between. I'm an automation-loving, puzzle-solving, coffee-drinking UK-based growth strategist and business coach with a decade of experience. Outside of work, I love a cosy country pub and a cold beer.
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