You've signed up for Witly and want to ensure your new leads enter your database - time to integrate your CRM!
Why should I integrate my CRM / Zapier with Witly?
Integrating your Zapier + CRM Accounts with Witly ensures your new Witly leads flow into your CRM seamlessly. This is crucial for conversion!
What is Zapier?
Zapier is a third-party product that allows users to integrate the web applications they use and automate workflows. You can use Zapier to integrate your CRM with Witly!
Locate your Witly API Key
Login to your Witly account here
In the bottom left corner, select your profile icon
Select "Account Settings"
Under Zapier, select "Create API Key". A pop-up box will appear, select "Create API Key" again.
Select "Copy" to copy your API key to your clipboard. You can now paste this in Zapier! Keep this tab open, you will need to access the API Key while creating your Zap.
Create Your Zap: Select your Trigger
In a new tab, login to Zapier or create an account
In the top left corner, select "Create Zap"
Title your zap by clicking the pencil icon next to "Untitled Zap" (You will want to title this the name of the platforms you are integrating. Ex: Witly + CRM)
Select Trigger by clicking on Trigger, then searching "Witly". Once Witly appears, you can select this as your trigger by clicking on it.
Select your Event by clicking on "Event", then selecting "New Lead"
Select "Continue"
Sign into Witly by selecting "Sign In".
Paste the API Key from your Witly Account and select "Yes, Continue to Witly."
Return to your Zapier tab and select "Continue".
Select "Test Trigger" to test Zapier's connection to your Witly account.
Create Your Zap: Select your Action
Select the action you want by clicking on "Action", then typing in the name of your CRM. Once your CRM appears, you can select this as your action by clicking on it.
Select your Event by clicking on "Event", then selecting "Create Lead"
Select "Continue"
Login to your CRM by selecting "Sign In" and entering your credentials.
Select "Continue"
* THE FOLLOWING INSTRUCTIONS MAY VARY DEPENDING ON YOUR CRM.*
Click on the field under "Cell Phone" to display Zapier's dropdown menu, then select "Phone Number"
Select on the field under "Full Name", then select "Name"
Select on the field under "Email", then select "Email"
Select "Continue"
You can now test your zap by selecting "Test Step".
Please note this may not populate any data if you have not previously run ads through Witly.
If you do not wish to test your zap, select "Skip Test"
Publish your zap by selecting "Publish"!
Find Your CRM
Have questions about integrating? Check out common Zapier integrations below!
How to Split Lead Names in Zapier
Witly pulls in leads' names in one field: full name. If your CRM has 2 separate fields for names, watched the video below to learn how to separate this field into first and last name!
Congrats on integrating your CRM with Witly! 🎉
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