Zapier Action for Create or Update Lead in the Marketing 360® CRM.

Zapier Action for Create or Update Lead in the Marketing 360® CRM.

You can use Zapier to create  or update Leads in the CRM. Before you get started, you will want to ensure that your CRM is fully set up before making any Zapier connections:

 

Creating or updating a lead using Zapier

Overview: This action will create or update a Lead in the Marketing 360® CRM Leads Inbox. If the email address is found, the associated lead record will instead be updated with the info provided in the Zapier connection.

Required Fields

  • Lead Name
  • Email Address
  • Lead Source

Other Available Fields

All Custom Text input and URL fields are available to be mapped

For more information on setting up Lead Sources and Lead assignment rules see Setting up Zapier Lead Sources.

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