Greetings Carrot Heads! In this tutorial, I’ll walk ya though how to setup sending leads to any number of CRMs (Podio, Salesforce, REI Black Book, Infusionsoft, etc.) using Zapier. First thing is to grab a free Zapier account here.
Click here to check out a list of common integrations using Zapier
In this example, we will be showing how to setup a Zap to Podio.
It’ll roughly be the same steps if you are setting up a Zap to another CRM.
Step 1: Make a Zap to Integrate Form Fields
Sign in to your Zapier account, then click “Make a Zap!”
Step 2: Make a New Zap Submission
Select “Gravity Forms” from the list, then “New Form Submission” on the next page. Then click “Continue”.
Step 3: Form Submission
Step 4: Go to the “Forms” Page Under Your Site’s Content
Go to your Carrot site’s Dashboard, select Content, then select Forms, then select Zapier underneath a form.
Step 5: Create a Zapier Feed for Carrot
Hit the “Add New” link.
Step 6: Zapier Feed Form SetUp
Name the Zap, then paste the Webhook URL from step 4. Click “Save Zapier Feed”.
Step 7: Back In Zapier – Test Your Form Submission
Click “Continue” on the Zapier page.
It will then pull in some sample form submissions from the form to test the connection. You can select any that it pulls in, then press “Continue”.
Step 8: Integrating with Podio in Zapier
Choose ‘Podio’ (or any other app you are integrating your forms with)
Step 9: Add Your Podio Account
Select your Podio account or hit Connect a New Account to add your Podio account. Then click Save + Continue
Step 10: Setup Your Podio Submissions with Zapier’s “Zap”
Choose the Organization, Workspace, and Application to send the leads to.
Then match up your Podio fields to your form’s fields
So, it will look something like this, depending on your Podio app:
Hit “Continue” when done
Step 11: Test Your Podio Integration
Step 12: Turn the Power on for Integration
Name the Zap and turn the Zap on.
Step 13: Finish the Testing Phase
Check your Podio account to see if the test lead came through after submitting an opt in on your site.
That’s all it takes! Hit us up at email@example.com or live chat below if you’re having any trouble at all.
Beta and Invite Only Zap Help
Investor PO: is an ‘invite-only’ integration. You’ll need to click on this link to be invited to use the Investor PO integration with Zapier. Click Here