Connect SeoToaster with Zapier's 1000+ apps and services

To connect your Seotoaster CRM with any outer service we suggest that you use the special tool called Zapier: https://zapier.com

The first thing you need to do is to create an account and log in.

zapier main

 After you should click on “Make a Zap”

 make a zap

The trigger is the outer service to connect with Seotoaster CRM. In our case we chose Google Forms, but it can be any service (e.g. SalesForce, Facebook, Linkedin, Slack etc.)

the trigger

 

You have to indicate the working sheet:

 working sheet

tes successful

Now the trigger is connected.

We have to connect Action now.

Please choose Seotoaster Create Lead ads

 choose seotoaster create lead ads

 

Or, if it isn’t in the search menu, click on https://zapier.com/developer/invite/79802/7295331d0e78c6b4c7e8730d649f2544/
And repeat the search.

Create a Lead:

create_lead

create_a_lead

It will ask you for Url (your web-site URL)
You can find client ID and Client Secret in PG API in the SeoToaster Menu.

 pg_api

 After that you will have to enter your credentials to Seotoaster.
Once you are logged in, you will have to connect the fields in the form to the fields in the CRM.
You can download the list of the necessary fields in CRM Config:
crm_config

 create_lead_ads_lead

 Three fields are required:

required_three_fields

 Now the forms and and the CRM are connected:
now the forms and and the crm are connected finish zap

You will need to configure the lead events in the CRM. To do it you should go to CRM Configuration - Lead events and enter the configuration.

lead events configuration

Then you go CRM - Lead Forms - Lead Events

You choose an event that you need to customize

 lead_events

You can add as many fields as you wish, assign Lead Owner, tasks, tags, lifecycle.

lead_events_finished

Then click create_lead_event_rule