Zapier Integrations

We are introducing Zapier Integration for our ConnectionSphere service.

You can access your Zapier Integration here:
https://zapier.com/developer/public-invite/12970/656f8ca18750fe0c35ba762d1ef68bce/

This article is an introduction to the different triggers that you can find in our integration, and how you can use them to export your leads to either a CRM and an Email Marketing Platform.


Before you start, you need your ConnectionSphere's API Key in order to connect Zapier with your ConnectionSphere account. Read this article about how to create your API Key.

At this moment, we manage 2 triggers:


1. New Warm Lead: This trigger is raised the first time we transfer a lead to your inbox. This trigger won't be raised again if the same lead sent us another message, or we send another message to him/her.

This trigger retrieves all the insights of the lead that you need: first name, last name, headline, company, location, industry, emails, phone numbers, LinkedIn URL, and even the first name of the sales assistant who had the conversation with the lead.

Be aware that this trigger retrieves all the leads transferred during the last 24 hours. If you still want to export older leads to another application, you should consider to download all your leads.


Here are the parameters of this trigger:

  • pipeline: This is optional. You can choose the pipeline from where you want to grab leads. This parameter is useful when you are managing more than one pipeline in your account.


Here are some important fields retrieved by this trigger:

id: The unique identified of the lead. Use this value to merge the leads in your CRM. This field is also used by Zapier to avoid process the same record twice.

  • profile_name

  • profile_headline

  • profile_location

  • profile_industry

  • profile_linkedin_url

  • sales_assistant_first_name

  • sales_assistant_last_name

  • email1

  • email2

  • email3

  • email4

  • email5

  • phone1

  • phone2

  • phone3

  • phone4

  • phone5


2. New Warm Lead Data: Many times, a lead provides an additional email address or phone number after we have transferred it to you. For this situation, this trigger provides all the information appended to a warm lead that has been transferred during the last 24 hours.

Another benefit of this trigger is the broken down representation of the contact information of the leads. While the trigger New Warm Lead retrieves the contact information of the lead in a summarized way (email1, email2, email3), the New Warm Lead Data trigger retrieves a records for each data appended to the lead that has been transferred to you. This approach is useful when you want to export your leads to an email distribution list.


Here are the parameters of this trigger:

  • pipeline: This is optional. You can choose the pipeline from where you want to grab leads. This parameter is useful when you are managing more than one pipeline in your account.

  • type: This is optional. This may be emails, phone or LinkedIn URL.

  • verified: This is optional. The data is verified when it has been provided by the same lead, or when it has been checked using any kind of list cleaning service. Even the bounce rate of our the emails scraped from the LinkedIn profiles of the leads is rather low, you may want to ensure 100% the quality of your email list.


Here are some important fields retrieved by this trigger:

  • id: The unique identified of the lead. Use this value to merge the leads in your other application. This field is also used by Zapier to avoid process the same record twice.

  • append_type: This is a numeric code. The code 20 means email address. The code 10 means phone number. The code 90 means LinkedIn URL.

  • append_value: This is the data. IT may be an email address, a phone number, or a LinkedIn URL.

  • verify_result: This is a number. It's 1 if the data is verified. Otherwise, it's 0.

  • profile_first_name.

  • profile_last_name.

  • profile_location.

  • profile_industry.

  • sales_assistant_first_name.

  • sales_assistant_last_name.

  • company_name.

The latest fields in the list are specially useful for a high customization of your email campaigns.


In this article we develop 2 examples.

  1. we connect SocialSellingMachine with Zoho CRM; and

  2. we connect SocialSellingMachine with AWeber.

Trigger: Get Warm Lead

This trigger is good to export any new warm lead to your CRM. In this example, we'll export lead to Zoho CRM.

First step is setup the event of the new zap.

Most probably you want to choose the pipeline from where you want to grab the leads for this zap.

The second step is to export them to our Zoho CRM account, mapping the fields correctly.

We choose to load this information to the module leads in Zoho CRM. We also start mapping fields like Company Name and First Name.

We keep mapping fields like LinkedIn Full Name, LinkedIn Location and LinkedIn Industry.

We choose the field ID retrieved by the trigger as the merge field in our database of leads in Zoho CRM.

Finally, we map the email addresses and phone numbers.

Trigger: New Warm Lead Data

The trigger New Warm Lead Data is perfect to export your leads to an email distribution list, because the information

In this example we'll export an email belong a warm lead to AWeber. We'll skip some basic configurations that are very similar to the previous example. Just note that in the parameters of the event we choose to receive email addresses only.

The configurtion of the action, may look like the pictures below.

The mapping of the fields is even easier than the previous example. Note that we use the first name of the lead, but also the first name of the sales assistant to customize our email marketing.