How to "CREATE" a lead through the API using Zapier
This article shows an example of how a Google Spreadsheet can be used to create a new lead while using the site's API.
Checklist Before Moving Forward With This Example
1) Make sure to generate a unique API Key using the documentation down below as a guideline. Please make sure to save the API Key in a safe place as it is not accessible after it has been created:
2) Make sure to have a Google Spreadsheet ready. This spreadsheet should have at least one row of the lead information shown below:
Please note the following required fields in order to create a lead:
- lead_name
- lead_email
- lead_message
- top_id
It should have the same variables found within the Website - Lead Form - Get Matched form.
Connecting Google Sheets with Zapier
Log in to the Zapier account and click on + Create and click on Zaps:
Click on Trigger and search for Google Sheet:
Select New or Updated Spreadsheet Row for the Trigger event and log into your Google account, once done click on Continue:
Select the Spreadsheet that has the lead information with the respective Worksheet. If necessary, select a Trigger Column or leave it as "any column" and click on Continue:
Click on Test Trigger and the Spreadsheet information will display as a preview:
Click on Continue with the selected record for the next step in this process.
Connecting the API with Zapier
A new set of options will appear, select the option for Brilliant Directories:
Select the Action Event to Create Lead and either choose a BD account if you've done this in the past or Connect a new account:
If this is the first time, click on Connect a new account and a popup will show up. Add the website URL and the API Key, and click Yes, Continue to Brilliant Directories:
Once finished, click Continue.
Configuring the Lead Information
The next step is to align the fields from your worksheet to the correct fields for the lead to be created.
The next step will ask to test the trigger, and verify that everything went well:
If done correctly, the lead will appear in your admin area Interactions - Manage Leads:
