To connect your Calldrip account to your Zapier account, please follow these steps:
- Login to Zapier (If you do not already have a Zapier account, please create one).
- Click "Make a Zap!"
- Select your Trigger App, this will typically be where the lead is generated/originated. Examples: Facebook Lead Ads, ClickFunnels, HubSpot, Gravity Forms, Salesforce etc...
- Follow the prompts to finish configuring your Trigger App.
- Once you have finished configuring your Trigger App, you will be asked to configure your Action App.
- Select Calldrip as your Action App.
- Select "New Drip" and then "Save + Continue".Click Connect an Account (this will now ask for your API Key)
- To retrieve your API Key > Login to your Calldrip account > Open the side navigation menu on the left > select My Account > Select API
- Paste your API Key into the box and click "Yes, Continue".
- Move to the "Set Up Template" step.
- Click the box on the right and select the function closest to resembling "First Name"
- Click the box on the right and select the function closest to resembling "Phone Number"
- The source ID will need to be manually typed in, It can be found within your Calldrip Account on the same page as the API Key (Refer to step 8)
- Click the box on the right and select the function closest to resembling "Last Name"
- Click the box on the right and select the function closest to resembling "Email".
- Click the box on the right and select the function closest to resembling "Notes". These will appear in the Calldrip Dashboard for each customer lead that is sent in.
- Click the box on the right and select the function closest to resembling "Whisper". This is the customer's information that will be whispered through an automated voice to your sales agents when they answer the lead. Anything manually typed here will not be whispered.
- Click Continue (if you receive an error message, it will typically be an issue with your Source ID).
- Test this step.
- Login to Calldrip and click on "Activity", you should now see a test lead within your account.
Please let us know if you have any questions!
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