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Automatic creating leads in Hunter via Zapier

Create lead in Hunter based on lead data in Creatio system
Template
Application type
Business process
Template type
    Product description
    Product description

    The template allows for creating leads in Hunter when the lead record with email address field is added in Creatio system.

      The template can be used as a sample to setup other integrations to use Hunter functionality for Contact and Account records.

      Notes:

      • Hunter and Zapier accounts is required.
      Price
      Free
      Product compatibility
      Product
      Sales
      Marketing
      Version
      7.12 and up
      Platform
      .Net Framework
      Guides and manuals
      1. Go to https://zapier.com/ and Log in. If no account registered before, Sign up with Google.
      2. Click "Make a Zap!" button. Choose "Webhooks by Zapier" like a trigger app and select "Catch hook" option. Press "Save+Continue" button > press 'Continue' button > press 'Continue' button.
      3. At the 'Test webhooks by Zapier' page you will get unique webhook url in the following format (.../hooks/catch/3702651/q42m28/).
      4. In Creatio go to the 'Web services' section, open 'https://hooks.zapier.com' web service, go to method page and update 'Name' and 'Method address' fields with new link from point 4.
      5. In Creatio go to "System Designer" > "Process Library" > open the "Send email address to Hunter" business process and save it as a new version.
      6. In new version of "Send email address to Hunter" business process select the 'https://hooks.zapier.com' element, set your web service and set request parameters:
        • First/last name - [#Read lead data.First item of resulting collection.Contact name#];
        • Email address - [#Read lead data.First item of resulting collection.Email#];
        • Phone number - [#Read lead data.First item of resulting collection.Mobile phone#]; 
        • Company name - [#Read lead data.First item of resulting collection.Account name#]; 
      7. In Creatio go to the "Lead" section, create test lead and specify "Email address" field to send a test webhook request.
      8. At the "Test webhooks by Zapier" page press "OK, I did this" button, check hook info and press "Continue" button twice.
      9. Grant permission to connect to your Hunter account to create lead.
      10. At the Zapier setup page setup Email address (required) and other optional fields with webhook parameters.
      11. Set customized Zap is on.

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