2 days ago
Native Zapier CRM Forwarding
Today we rolled out a native app in the Zapier App Store to make it easier and more reliable to sync data from leads you generate and accept via the HTR Lead Inbox directly into your own tools.
How it Works
- In your dashboard go to Leads > CRM Forwarding
- Click the activate button on the Zapier tile
- Accept invitation to the private Zapier app
That's it! You can now integrate any of your tools with one click!
Popular Automation Use Cases
Once you activate the Zapier integration, you can setup any automations you want. Some popular ones include:
💌 CRM. Add leads as contacts and create an opportunity
🎯 Lead Nurturing. Add leads to an MQL nurture sequence
📈 Reporting. Add lead details to a Google Sheet
🔔 Notifications. Send a Slack message to your team for new leads