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Carrot CRM – Integrations – ROOR

trevine   Written by trevine    Last updated on

Roor is an online prospecting tool that mainly focuses on SMS prospecting for potential leads. You can push leads from ROOR to InvestorFuse even if they are just in the form of an SMS conversation by click and dragging it to a folder with an active integration.

Resources Needed

A Zapier Account

The username and password for your ROOR account

Obtaining the Webhook URL from Zapier

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

Click Continue

The page will transition to where you can put in the password for the account – type in the password designated for the email address

5. Click Continue

6. After logging in, you will be greeted with the Zapier Account’s Dashboard – on the upper left hand corner, click Make a Zap

  • In the Zap creation page, name the Zap based on your preferences
  • In the App selection drop down menu, search for Webhooks by Zapier
  • After selecting the above mentioned App, you can now choose the trigger event; choose Catch Hook
  • Once you’ve selected your trigger event, click on Continue

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 of sending such for it to be able to do integrations via webhooks.

Go to https://roor.gynetix.com/ and login with your username and password.

  1. Upon logging in, click on the Messaging drop-down on the left hand pane
  2. Click the Folders option
  3. Name the folder Push to InvestorFuse
  4. Paste the webhook URL obtained from Zapier 5. Click on Create Folder
  1. Once the webhook has been placed on the ROOR side, go back to the Zap, and click 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

14. You will be brought over to the last part of the Catch Hook trigger section fro the

Zap – Click Test Trigger

15.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

16. Click Continue

Now that the Zapier trigger is set up you need create an action to send ROOR’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. Click Continue
  1. Click drop-down for accounts associated and choose your account
  2. Click Continue

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

  • After clicking Continue, you will be shown a summary of the fields that you mapped
  • Click Test and Continue
  • A Message will confirm that the test you made was successful
  • Click Turn On Zap, this should activate the integration and will start funneling leads into your market space
  • 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.