This guide assumes the following:

You have a Zapier account (at least Basic plan).

You have a Speak2Leads account.

Step-by-step guide

Begin by logging in to your Zapier Account

  1. Search for Speak2Leads app in the Zapier App Directory:
  2. Click "Make a Zap with Speak2leads.
  3. Choose the your Trigger App.
  4. Once you have completed the Trigger part of the Zap. You are now ready to create an "Action" that occurs every time a the trigger is actioned.
  5.  Select "Speak2Leads" for the Action App and select the action "Create Call", then click "Save + Continue"
  6. Connect your Speak2Leads account using your username and API Key, test it and if successful, click “Save + Continue”.
  7.  If you don’t know your API Key, contact and click "Test" to test the account integration.
  8. At the next page you want to map the information you collected from your trigger to our Speak2Lead fields. At minimum, you need to provide a phone number and tell us your account ID.
  9. Once you have selected and mapped the your desired lead data, click "Continue"
  10. This page shows you the example data you are sending to S2L for a test. Click "Create and Continue" and Zapier will try to send a test call.
  11. Click "Finish", Name your Zap and turn it on.
  12. Congratulations, you have finished your Zap.
  13. Notify about your accomplishment.