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Carrot CRM – Integrations – Readymode

mikepalma   Written by mikepalma    Last updated on

Readymode is a web-based predictive dialer application that doubles as a CRM and an SMS prospecting tool. Pushing leads from Readymode to InvestorFuse is as easy as dispositioning them to a status that has an active integration. Of all the dialers that we are able to integrate on your own, Xencall comes as an exception, since the integrating capabilities cannot be accessed by end-user accounts.

Integration takes place on the back-end of the website itself, where only Readymode Support has access.

Resources Needed

  • The InvestorFuse member email address
  • The InvestorFuse member’s full name and company name in Readymode
  • The webhook URL that will be given to Readymode

Obtaining the Webhook URL from Zapier

  1. Go to www.zapier.com and click Log in
  2. Type in your Zapier account email address
  3. Click Continue

  4. Enter your password
  5. Click Continue
  6. From the Zapier Account Dashboard, click the Make a Zap button in the upper left
  7. In the Zap creation page, name the Zap based on your preferences
    Integration Specialists

Please make use of the integrations department standard on naming Zaps.

Software Version – Name of Market Space – App chosen – Purpose of Zap – Unique ID (if applicable)
e.g. “3.0 – I Buy Houses GA – Readymode – auitrnkj12hnensn23”

  1. In the App selection drop down menu, search for Webhooks by Zapier
  2. After selecting the above mentioned App, you can now choose the trigger event; choose Catch Hook
  3. Once you’ve selected your trigger event, click Continue
  4. 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 however required for that application to have the ability of sending such for it to be able to do integrations via webhooks.

Ensure that you have the correct Webhook URL, and all of the details that were discussed at the beginning of this article.

The InvestorFuse member email address
The InvestorFuse member’s full name and company name in Readymode
The webhook URL that will be given to Readymode

Next you’ll send an email to the Integrations Team at Readymode

  1. Send the email to: integrations@xencall.com
  2. CC the member’s email address
  3. Subject Line: InvestorFuse Integration Request
  4. Include the webhook URL in the email body
  5. Include the Company name in the email body
  6. Make sure that integrations@xencall.com is aware that the mutual client is copied on the email, for verification purposes

Wait for Readymode’s Confirmation
Wait for their confirmation that the webhook has been placed and a test was sent to the said webhook.
Once confirmed, go back to the Zap that you are working on and see if your webhook has received the data payload sent by Readymode.

  1. Once the webhook has been placed on the Readymode side, go back to the Zap, and click on Refresh Fields – by doing so, the Zap will recognize the test data that was sent over when you placed the webhook url in the webform.
  2. Click Continue
  3. You will be brought over to the last part of the Catch Hook trigger section for the Zap – Click on Test Trigger
  4. The sample data will appear if the placement of the webhook was done correctly, you can click on the drop-down arrow to see all requests made for the webhook URL
  5. Click Continue

Now that the Zapier trigger is set up you need create an action to send Readymode’s data into IF3.

Connect to IF3

  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. Once selected, click Continue
  5. After doing so, click on the drop down for accounts associated and choose your account.
  6. Click on Continue

Don’t see an InvestorFuse account in the drop-down? No worries!
Follow the steps in this article to connect IF3 to Zapier. Then return here to finish integrating Readymode.

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 Space that you are a member of.

  1. 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.

  1. 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.
  2. 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.

  1. A Message in green will then come up confirming 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.

After following these steps, your Readymode account should now be integrated to InvestorFuse which will let you send leads from the dialer straight to the CRM.