Zapier lets you connect FreeAgent CRM to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
In the fourth part of the tutorial series: "Integrate your website's contact form with FreeAgent CRM using Zapier", we will cover how to complete your action step.
Part IV - Complete Action Step and Finish your Zap
Now it is time to complete your Action step by selecting the information you previously selected from the email, in Part II.
The information you will see on the form will match the fields you currently have active for your Leads in FreeAgent CRM, so they might differ from those in the image below.
You need to review each of the fields shown in the form to select the corresponding record, obtained from the email. Make sure that you select the right one for each field.
You should have the relationship of all the fields for which you can obtain the information through the email. It is possible to leave fields empty, as your contact us email could include just the basic information for your leads. The beauty of this integration is that if you decide to change your Contact us form to add more fields there, you can always update your Zap to include those fields later! Once you are done, click the 'Continue' button.
Zapier will give you the option to send a test lead to FreeAgent CRM with the information obtained from the email you used to parse the information to make sure all the information you need is added to your Lead.
To do so, click the 'Send Test To FreeAgent CRM' button (1), if you don't want to send the test lead, just click the 'Finish' button (2).
Next click the 'Off' switch to turn it on your Zap.
Congratulations! You have successfully created a Zap that will integrate your Website Contact form with FreeAgent CRM you that your leads are automatically created!