Overview
Our lead generation tool offers a powerful platform for managing and organizing data. However, sometimes, you may need to export data from the tool to other applications for further analysis or use. This is where integration with automation tools like Zapier and Pabbly comes in handy. This tutorial will show you how to export data from the lead generation tool using webhooks and automation platforms and provide strategies for implementing this process effectively.
Setting Up Integration Flows
First, click the Integration option under the profile tab in the bottom left corner of the app to create data export flows.
Next, obtain a webhook URL from the automation tool (e.g., Zapier, Pabbly) and input it into the to Custom Webhook section to establish a connection.
Mapping Data Fields Correctly
Carefully select and match the data fields from the lead generation tool to the corresponding fields in the destination application (e.g., matching the 'company name' in the lead generation tool to the 'company name' column in a Google Sheet).
This ensures that the exported data populates correctly in the destination system.
Handling Data Formatting Issues
Add additional steps in the automation flow to handle formatting issues, such as converting phone numbers to a consistent format that doesn't trigger errors in Excel or Google Sheets, for example.
Test the formatting solution by exporting data and verifying it appears correctly in the destination system.
Testing and Validation
After setting up the data export and formatting steps, conduct thorough testing to ensure that triggers and data transfers occur as expected.
Test automation tools' testing features to validate the setup before moving to live data.
By following these strategies, users can effectively export data from the lead generation tool using webhooks and automation platforms, streamlining data management and integration across different systems.