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BatchLeads Integration


BatchLeads Integration

Step by Step Guide:

Setting Up BatchLeads Integration with REsimpli using Zapier:

Step 1: Access your Zapier account

  1. Log in to your Zapier account.
  2. Click on the “Create Zap” option.

Step 2: Set up the webhook trigger

  1. Select “Webhook” from the app list.
  2. Choose “Catch Hook” as the trigger event.
  3. Click “Continue.”
  4. Copy the URL provided by Zapier.

Step 3: Add the webhook to your BatchLeads account

  1. Log in to your BatchLeads account.
  2. Navigate to “Settings.”
  3. Click on “Integrations.”
  4. Click on “Add New Webhook” under the Webhooks section.
  5. Enter a name for the integration (e.g., REsimpli Integration).
  6. Paste the copied URL from Zapier into the URL field.
  7. Enable the “Push to CRM” option.
  8. Click “Save Integration.”

Step 4: Update your campaigns

  1. Go to “Campaigns” in your BatchLeads account.
  2. Click on the three dots beside each active campaign.
  3. Select “Edit.”
  4. Choose the webhook you added from the “Select Webhook” dropdown menu.
  5. Click “Update Campaign.”
  6. Repeat for all active campaigns.

Step 5: Test the webhook trigger

  1. Go back to Zapier and click “Continue.”
  2. Return to BatchLeads and find a specific contact to use as a test lead.
  3. Click on the “Push to CRM” option in the top right corner of the contact’s page.
  4. Go back to Zapier and click “Test Trigger” to check if the information is displayed correctly.

Step 6: Set up the REsimpli action

  1. In Zapier, select “REsimpli” as the app.
  2. Choose “Create Lead” as the action event.
  3. Click “Continue.”
  4. Connect your REsimpli account.
  5. Map the appropriate information from the test trigger to the corresponding fields in the “Setup Action” section.
  6. Click “Continue.”
  7. Test the action by verifying if the test lead was pushed to your REsimpli account.

Step 7: Activate the Zap

  1. Once everything is set up correctly, turn on the Zap in Zapier.

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