The GTR Zapier integration allows referral leads to automatically be entered into your CRM each time a new referral is submitted.
If you are New to Zapier, the GTR <> Zapier CRM Integration will require the Zapier “Starter Plan” See Pricing Below:
***NOTE*** Validate that your CRM allows for Zapier Integration prior to subscription.
To begin your Integration, Click “Make a Zap.” This option is in the top left corner of most Zapier pages and can be found as a Black Button with White Font.
Find “GTR” Under the Search Apps bar under Trigger
Select your Trigger event as “New Lead” in GTR
After selecting your trigger even a prompt will appear to Sign-in to GTR.
Follow the Prompt and Submit your GTR Dashboard information
Once signed in, Click Continue from the Trigger Step.
Find your CRM in the “ACTION” Step.
For this example, we will use Hubspot
Choose Action Event “Create Contact” in your CRM and hit continue.
Map the First and Last Name and Lead Email to your CRM.
Other fields can be transferred, but We recommend these 3 fields.
In order to successfully complete your GTR Lead Push in Zapier, You need to map your CRM Contact ID to “GTR LEAD ID” as pictured in the image below.
Test your action, if the test is successful you can launch your Zapier and send a test referral in your App to confirm receipt in your CRM!
Please use the API token
1. GTR Referral → Use Endpoint w/ Instructions from client → Push Leads into CRM
- Instructions / Parameters need to be provided
- API Keys
- CRM Full Access needed