In this article, you will see steps on how to set up a Zap from Zapier to push information inbound to Lead Docket to an endpoint URL created by going to Manage > Integrations.
Step 1: Set up your Action for your inbound information to send to Zapier
Step 2: Choose Webhooks by Zapier
Choose to send this Even via POST
Step 3: Enter in the Lead Docket Integration FORM POST URL and fill in the appropriate Lead Docket field names. Once you add in the Lead Docket field names on the left, you can pull the information from your inbound submission from Step 1 above into the right side.
Step 4: Click the Test button on the next page to send your test to Lead Docket
Once all mapping is corrected and you are satisfied with all tests pushed from Zapier, click Publish to begin seeing your submissions go directly into Lead Docket.
Comments
0 comments
Please sign in to leave a comment.