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CRM Integrations Using Zapier

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AgentLocator ↔️ Zapier Integration

Important*** - Leads from lead gen websites (automated) and manually created leads will be transferred to Zapier. Imported leads will not be transferred.
Having a lead gen (automated) website is a requirement for having access to the API key.

 

We created our own Zapier app so that you can connect your other systems to AgentLocator and automate your workflows even more.

Zapier helps you automate your business by connecting your web applications with triggers and actions. This way, you can set up a Zap that says “If AgentLocator does this, make X do that.” Or, “If X does this, make AgentLocator do that.”

Here are some of the most common CRM's & Business Tools you Can Zap to / from:

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** For a Full List of Applications Available on Zapier, go here: https://zapier.com/apps **

 

Who can install this integration?

AgentLocator: Users with LeadGen site.

Zapier: All plans (Zapier offers 5 free NON-premium Zaps)

Make sure you have an account with AgentLocator and with Zapier!

Get AgentLocator API key to integrate with Zapier

The API key is used to authenticate the AgentLocator account when creating a Zap to automate your business.To get the API Key:

  • Go to AgentLocator CRM Administration > Company Administration. Find Zapier and copy the API key.

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How to Create a New Zap with AgentLocator

  1. Click “Make a Zap”
  2. Name your Zap
  3. Choose your Trigger App.
  4. Choose your Trigger Event and follow the prompts to connect your accounts.
  5. Choose your Action App. Then choose your action.

 

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Here is a full list of triggers supported by AgentLocator to send updates to any other system you are using (eg. to update your Mailchimp list when a lead's email validity is changed in Agentlocator) :

  1. New Lead 

Triggers when lead is created in AgentLocator CRM. Data that will be sent when a new lead is created in AgentLocator CRM is:

  1. First Name - First name of the created lead
  2. Last Name - Last name of the created lead
  3. Phone Number - Phone number of the created lead
  4. Email Address - Email address of the created lead
  5. Status - The current status of the created lead (Open || Qualifying || Qualified || Converted ...)
  6. Pipeline - Pipeline status of the created lead (New Lead || Tried to contact || Made Contact …)
  7. Id - id of the created lead. 
  8. Lead Type - Lead type of the created lead (eg. home buyer, home seller)
  9. Seller's city -  Property city we receive when a lead registers on Streetmatch
  10. Seller's Zip/Postal Code -  Property postal code we receive when a lead registers on Streetmatch
  11. Seller's Address - Property address we receive when a lead registers on Streetmatch
  12. Custom fields - Any custom field that has a value (eg. you used custom fields in your custom forms)
  13. Main agent - Main agent assigned to the crated lead
  14. Timestamp - Timestamp when the lead has been created

2. Update Lead

Triggers when lead is updated in AgentLocator CRM. Data that will be sent when a lead is updated in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address - Email address of the updated lead
  5. Main Agent - Main agent assigned to the lead
  6. Description - Description added to the lead profile
  7. Id - id of the updated lead. 
  8. Timestamp - Timestamp when the lead has been updated

3. Update Lead Pipeline

Triggers when lead's pipeline is updated in AgentLocator CRM. It can trigger for any pipeline change, or only when the pipeline is changed to a specific one (eg. only when the pipeline is changed to "Made contact") Data that will be sent when a the pipeline is updated in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address - Email address of the updated lead
  5. Timestamp - Timestamp when the lead has been updated
  6. Old pipeline - Pipeline assigned to the lead before update
  7. New pipeline - New updated pipeline of the lead

4. Update Lead Email

Triggers when lead's email address is changed (by system or manually) in AgentLocator CRM. Data that will be sent when a the lead's email is updated in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address (Emails) - Email address of the updated lead
  5. Timestamp - Timestamp when the lead has been updated
  6. Previous emails - Email assigned to the lead before update

5. Update Lead Email Validity

Triggers when lead's email address validity is changed (by system or manually) in AgentLocator CRM. Data that will be sent when a the lead's email is updated in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address (Emails) - Email address of the updated lead
  5. Timestamp - Timestamp when the lead has been updated
  6. Current Value - Validity of the lead's email address after the update (eg. valid)
  7. Previous Value - Validity of the lead's email address before the update (eg. unknown)

6. Update Lead Phone

Triggers when lead's phone number is changed (by system or manually) in AgentLocator CRM. Data that will be sent when a the lead's phone number is updated in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone - New phone number of the updated lead
  4. Email Address (Emails) - Email address of the updated lead
  5. Previous Phone - Old phone number of the updated lead
  6. Timestamp - Timestamp when the lead has been updated

7. Update Lead Phone Validity

Triggers when lead's phone number validity is changed (by system or manually) in AgentLocator CRM. Data that will be sent when a the lead's phone validity is updated in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address (Emails) - Email address of the updated lead
  5. Timestamp - Timestamp when the lead has been updated
  6. Current Value - Validity of the lead's phone number after the update (eg. valid)
  7. Previous Value - Validity of the lead's phone number before the update (eg. unknown)

8. New Incoming email

Triggers when a lead sends an inquiry email via website, such as "Ask a question", "Get in touch" or "Request a tour" and an incoming email is added to their Agentlocator profile.  Data that will be sent is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address (Emails) - Email address of the updated lead
  5. Timestamp - Timestamp when the lead has been updated
  6. Subject - Subject line of the incoming email
  7. Body - Body of the incoming email

9. Update Lead Name

Triggers when lead's name (first or last) is changed (by system or manually) in AgentLocator CRM. Data that will be sent when a the lead's name is updated in AgentLocator CRM is:

  1. First Name - Current first name of the updated lead
  2. Last Name - Current last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address (Emails) - Email address of the updated lead
  5. Previous First Name - old first name of the updated lead
  6. Previous Last Name - old last name of the updated lead
  7. Timestamp - Timestamp when the lead has been updated

3. Update Lead Tags

Triggers when new tags are added to the lead in AgentLocator CRM. It can trigger for any new tag, or only when a specific tag is assigned to the lead. Data that will be sent when a new tag is added to the lead in AgentLocator CRM is:

  1. First Name - First name of the updated lead
  2. Last Name - Last name of the updated lead
  3. Phone Number - Phone number of the updated lead
  4. Email Address - Email address of the updated lead
  5. New Tags - new tags added to the updated lead
  6. Timestamp - Timestamp when the lead has been updated

Besides sending updates from Agentlocator to another CRM, you can also send updates to your AgentLocator account using our action for creating or updating leads:

Create Or Update Lead:

Allows for leads to be updated and created inside the AgentLocator CRM system. 
The system will first check if there is an existing lead in the CRM, using exact email address for matching. If there is an existing lead, it will be updated with new information if we receive it trough the Zap (eg. lead type has changed). 
We will also send an email alert to the main agent with all updated fields, and a note will be created in the lead profile for all the fields that were updated. We will not override lead info if it was not populated in the Zap (eg. if the First name is mapped out, but we haven’t received it, it will not get overridden with an empty value).

If there is no match for existing leads, a new lead will be created using the information received through the Zap. In order to update or create a valid lead inside AgentLocator’s CRM system, Email address has to be provided. That’s why this values are marked as required on the Zapier application.

It is possible to define the following data set for all the leads that are imported through Zapier integrations:

  1. First Name - First name of the lead that will be created (or updated for existing lead) inside AgentLocator CRM
  2. Last Name - Last name of the lead that will be created (or updated for existing lead)  inside AgentLocator CRM
  3. Email (required) - Email address that will be used for matching existing leads or creating a new lead inside AgentLocator CRM
  4. Phone - Phone number of the lead that will be created (or updated for existing lead) inside AgentLocator CRM
  5. Source - Source of origination of the lead that will be created inside AgentLocator CRM. If nothing is set inside this field on the Zapier application, the default value that will be shown in the CRM lead record is ‘zapier.com’. If this is an existing lead, we will not override the source with ‘zapier.com’ if there is nothing specified, we will only update it if there is a new value.
  6. Lead Type - lead type that will be set inside the lead data field, or updated for the existing lead if it's a new value
  7. Pipeline - Pipeline status that will be set for the lead that will be created inside AgentLocator CRM. All values that are supported will be shown in the drop down list. If nothing is set on the Zapier application, the default value that will be shown in the CRM lead record is “New Lead”.
    If there is an existing lead, their pipeline will only be changed if the received value received from Zapier only if the new value is greater than the existing Pipeline value (eg. Existing value is new lead and we received signed contract)
  8. Tags - Tags that will be applied to the lead that will be created inside AgentLocator CRM. We will only add new tags to existing leads - we won't override the existing ones.
  9. Site  - Website that the lead that will be created inside AgentLocator CRM will be associated with for the listing emails. Saved listing search will not be created, we will just add them as a user to the website without triggering account activation email.
    If the existing lead is not added to the website, we will add them without  triggering account activation email and saved listing search will not be created.
  10. Status - Status that will be set for the lead that will be created (or updated for existing lead) inside AgentLocator CRM. Available values will be shown in the drop down menu on the Zapier application. 
  11. Timestamp - Timestamp of the received update will be used as a creation date/time for new leads. Existing leads will not be updated because we are keeping their original creation date/time.
  12. Description - We will add anything specified for the description field for new and existing leads.

Warning: Requests that do not have a value set for the required fields will not be created on the AgentLocator CRM side. You will see an error log inside Zapier’s Task History.

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