📤Export to CRM with Zapier

To configure data export to your CRM using Zapier, if you have not already done so, you must first enable Leadbay-Zapier connection.

• Go to Zapier homepage. Click on "Create" >> "New Zap"

• Click on "1. Trigger" and search for Leadbay

• Choose the event to react to (easy, there is only one)

  • In case you have not done it before you may be prompted to Sign in to Leadbay here, like explained in the instructions for the Import Zap.

• Then click on "2. Action" to define the target connection to your CRM. Pick your CRM from available connectors.

• Pick "Create Company" as desired action. Then click "Continue".

• Map Leadbay fields to columns in your CRM. Click "Continue" and "Test"

• Click on "Publish" to have your Zap up and running.