This video walks you through integrating leads from Facebook ads you're running, websites you're generating leads from, google sheets, etc. into your Ringy account using Zapier.
Begin by setting up a lead vendor on your Ringy account on the Lead Vendors page.
Click "+ ADD LEAD VENDOR" in the top right corner.
Choose "My vendor isn't listed."
Next, name your lead vendor, add your email address below to send yourself the integration instructions to plug into Zapier, and check the box in order to be emailed the API keys and integration instructions for the Zap you're about to create.
Scroll down to the Lead field mapping section. Select the applicable lead fields from the dropdown menu or start typing to create a custom field. Otherwise, only phone number populates by default.
Now click "SAVE LEAD VENDOR" in the bottom right corner, and check your email inbox for the integration instructions.
In your Zapier account, first choose to create a Zap in the top left corner.
TRIGGER
The first section is where you initiate the Trigger i.e. the source of the leads you are using Zapier for to trigger leads from into your Ringy account. There are thousands of options to choose from including Facebook Lead Ads.
Once you connect your trigger, and your test is successful, you're ready to move on to the Action section.
ACTION
First, choose "Webhooks" when prompted.
For "Action event," select POST from the dropdown menu, and then select Continue.
For the configuration, your URL is always the same, https://app.ringy.com/api/public/leads/new-lead
Payload Type to choose is "Json"
For Data, please be sure to copy and paste from the integration instructions you were emailed. This section is case sensitive as well. Every lead vendor you create in Ringy has a unique SID and AuthToken. This is an example of what yours will look like after plugging in the SID and AuthToken:
Next, add the lead field mapping to the Data section below the SID and AuthToken by choosing "+ Add value set." The API field values should be copied from the integration instructions you were emailed to ensure accuracy. Enter the API field value on the left as seen in the screenshot using phone number as an example. Click the '+' icon as indicated below to then find the correlated data from your test trigger.
Continue adding more value sets for all lead data the source is collecting that you want to trigger into your Ringy account.
After you're done with the Data section, click Continue.
Click Test Step.
Choose Publish!
You should now see the lead vendor your created in Ringy is verified, which indicates the integration is successful! Leads from the source you identified in Zapier as your "Trigger" will now automatically integrate into your Ringy account moving forward.
Please note, upon publishing your Zap, you may find you need to upgrade your plan with Zapier depending on the apps you're including for your Zap. Zapier Plan Selection