How To Set Up Your CRM Integration

Overview

Our integration allows you to automatically pass leads from our service directly into your CRM.

This enables you to manage and nurture these leads efficiently. Below are the steps to set up the integration using Zapier.

These are all the fields we're able to provide:

Steps to Integrate with Your CRM

1. Create a Zapier Account

• Sign up for a Zapier account if you don’t already have one.

• To use our integration, you will need the Starter Plan which provides access to webhooks.

2. Set Up the Webhook in Zapier

• Log in to your Zapier account.

• Click on Create + Zap.

• Click Trigger.

• Search "Webhook by Zapier" and select.

• Mark the event as “Catch Hook” and Continue.

• Click Continue again to proceed to the next step.

3. Copy the Webhook URL

In the test section, you’ll see a unique URL. Copy this URL and send it to your Customer Success Manager (CSM). This step is crucial for completing the integration.

4. Add Your CRM & Map the Fields

For this example, we’ll use HubSpot:

• In HubSpot, go to the appropriate section to create a new view.

• Select your account and begin mapping the fields. You can assign names, contact details, notes, and more based on your preference.

• Depending on your CRM, the terminology may vary (e.g., "Create Contact" or "Create Lead").

💡 If you have any additional questions, please email our technical delivery manager (adarsh@leadbird.io) and CC your Customer Success Manager to lead the engagement.