📤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)

  • 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.

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