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Carrot CRM – Integrations – LeadSherpa

ajsantiago   Written by ajsantiago    Last updated on

Introduction

LeadSherpa is a call and texting web based app specifically designed for Real Estate Investors. A user can set up campaigns in Sherpa and upload lists where they can prospect and qualify potential leads. These qualified leads can then be pushed into InvestorFuse with a push of a button in LeadSherpa.

Resources Needed

  • A Zapier account
  • The username and password for your LeadSherpa account 
  • The list of Campaigns that need to be integrated

Obtaining the Webhook URL from Zapier

  1. Go to www.zapier.com and click Log in
  1. Type in the email address for your Zapier account
  2. After ensuring that you have typed in the correct email address, click Continue
  1. The page will transition to where you can put in the password for the account – type in the password designated for the email address.
  2. Click Continue
  1. After logging in, you will be greeted with the Zapier Account’s Dashboard – on the upper left hand corner, click the Make a Zap button
  1. In the Zap creation page, name the Zap based on your preferences
  2. In the App selection drop down menu, search for Webhooks by Zapier
  3. After selecting the above mentioned App, you can now choose the trigger event; choose Catch Hook
  4. Once you’ve selected your trigger event, click Continue
  5. You will then be directed to this page, click Copy to copy the webhook URL

Placing the Webhook

A webhook is a special type of URL that has the capability of receiving data from third party applications. It is required for that application to have the ability to send integrations via webhooks in order for it to function.

  1. Login to the LeadSherpa account at https://app.leadsherpa.com/login
  2. Click on Manage App Integrations in the left menu
  3. Click Add Webhook
  4. A prompt will then open, type the name for this integration and place the webhook URL that you just created in Zapier
  5. Click Confirm
  1. Once the webhook has been placed on the LeadSherpa side, go back to the Zap, and click on Refresh Fields. The Zap should recognize the test data that was sent over when you placed the webhook url in LeadSherpa.
  2. Click Continue
  1. You will be routed to the last part of the Catch Hook trigger section for the Zap – Click Test Trigger
  1. The sample data will appear if the placement of the webhook was done correctly, click on the dropdown menu to see all requests made for the webhook URL.
  2. Click Continue
  1. Now that the Zapier trigger is set up you need create an action to send LeadSherpa’s data into IF3.

Connecting to InvestorFuse

  1. After the trigger section of the Zap has been configured, it will ask you to choose an action. Search for the term InvestorFuse in the search bar.
  2. Choose the result InvestorFuse
  3. Choose the Action Event Create New Opportunity
  4. Click Continue
  1. Click the dropdown for accounts associated and choose your account
  2. Click Continue

Don’t see an InvestorFuse account in the dropdown? No worries!

Follow the steps in this article to connect IF3 to Zapier. Then return here to finish up integrating LeadSherpa.

Zapier Field Mapping

  1. Choose the name of the market space where you would like to funnel the leads to
    • Market Space Access – Remember that the Zap will only show market spaces that you are a member of.
  2. Ensure that you have a campaign created in InvestorFuse. Add the preferred campaign given out by the list.
    • Campaign Creation – Campaigns selected here will automatically be tagged to leads that come from this integration.
  3. Fill up the form with the available information that was provided by your trigger app. These bits of information are called Zap Tokens – route these tokens over to fields that you see fit in InvestorFuse.
  4. Once you are done mapping the fields, click Continue

Can’t see a field that matches the data that you have?

You can simply place them in the Notes field – start off with a prefix of the field that you are going to place (as shown in the example below) and add a colon, and select the token of data from your webform

  1. After clicking Continue, you will be shown a summary of the fields that you mapped
  2. Click Test and Continue

Test Zap

By doing so, the Zap will send a test to InvestorFuse with the details of the tokens that you mapped earlier.

  1. A Message will confirm that the test you made was successful
  2. Click Turn On Zap, this should activate the integration and will start funneling leads into your market space
  3. Not sure if you’d like to launch the integration right now? Clicking on Done Editing will save the work you did with the Zap – and you can turn it on at a later time.

Conclusion:

The steps above should ensure a proper connection between LeadSherpa and your InvestorFuse workspace. Should you encounter issues following the steps above or have further questions on the set up process, don’t hesitate to check our Help Center or reach out to us via the Live Chat.