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Zapier and Leads

Find out what information is sent to Zapier on Leads

Updated over 6 months ago

You can set up a Zap to take action when a lead is received in Check Cherry. The new lead is triggered in Zapier when one of these actions occurs:

  1. New lead is added via a contact form

  2. An incomplete signup occurs (delayed approx. 20 min to allow time to finish checkout)

  3. A new lead is created manually

Triggers when a new lead is added via contract form, incomplete signup, or manually. Note that incomplete signups are delyaed by approximately 20 min in order to allow time to finish checkout.

Once you have a trigger event, select the Check Cherry account this Zap should pull data from.

Continue to configure your Zap and connect your other apps to complete the action.


Video: Lead Management in Check Cherry.

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