Zapier allows two different programs that don't normally talk to eachother to send information to or from eachother. Think of it like this. If you were trying to put a square peg into a round hole, you would recognize right away that's not going to work. What Zapier does is take your square peg, and turn it into clay. Then, it shapes that clay into a round peg for you. Et voila! It fits!
By and large, the kvCORE already has many options for getting your generated leads into its database. But, for those situations where it's not readily apparent how you would get that information into kvCORE automatically as a new lead, Zapier may be the answer. It really depends where your leads come from that will determine if you really need to use Zapier. Our recommendation is to learn all of the kvCORE basics of lead generation, and then using those basic tools start getting all of your existing leads flowing into the system. At some point, you may discover there really is no option to get your leads from a particular program where they are stored over to kvCORE. But, if that program is integrated into Zapier, then you definitely can!
If you want to explore what apps Zapier currently connects to, go to Zapier's website and search for it to see if it's there!
A Note For Customers Migrating from K+
With kvCORE we have a new zap that is entirely different to the one that you were using with Kunversion.
Check your existing zaps.
You must first log into zapier and review the zaps you have setup. You may have zaps that are sending leads TO kunversion, or you might have zaps sending leads OUT of kunversion to somwhere else.
In either case, it's very important to note what you configured before. Especially because you want to keep the same functionality.
For example, if you were getting leads zapped in from Facebook Ads to Kunversion, and you were giving those leads a special hashtag, you will want to do the same thing for kvCORE.
Speaking of hashtags, don't forget to check your campaigns in kvCORE! If you assigned a campaign to a hashtag in Kunversion, make sure you're setup the same way in kvCORE. Please reach out to us for assistance.
Setting up Zapier with your kvCORE Account
Step 1: Get the kvCORE zap link.
Clicking this link will prompt you to either log into your existing Zapier account, or create a new one. In either case, proceed as you would, and you should land on a "My First Zap With kvCORE" page. Because the link is an invite, it assumes you want to create a zap right away.
Creating Zaps For New Leads
Here at the very beginning, the first page you land on after following the invite link already starts out with the first step of a zap kind of pre-setup. It looks like it wants you to select a trigger....
However, before continuing you have to decide one of two things.
- Am I sending leads FROM kvCORE TO somewhere else?
- Am I sending leads TO kvCORE FROM somewhere else?
Sending Leads FROM kvCORE TO somewhere else:
If this is what you want to do, you can proceed to the example zap to start building the rest of your zap. The example zap starts with the page you land on after clicking the invite link at the beginning of this guide, and you don't need to change the trigger. It's already set to kvCORE:
Although the example zap starts with a trigger from a different program, you can still follow along the same way. The logic doesn't change, and it's actually easier because there is only one trigger to choose from. When starting with kvCORE as the trigger app, your only option is to send a lead to another program.
Sending Leads TO kvCORE FROM somewhere else:
If this is what you want to do, you need to change your trigger. The trigger is the first thing that happens in a zap. So, because the lead is coming from another program, we have to start with that program as our trigger.
To change the trigger:
1. Click on 'kvCORE' to change the trigger from kvCORE to a different starting program (the program where the leads are coming FROM.)
2. Click into the searchbox to find your starting program.
3. As soon as you select the one you want your trigger will change!
From here you can proceed to the example zap below to follow along.
Example New Lead Zap
In this example, we will create a zap that sends leads into kvCORE from Twitter.
Now, calling them leads is a stretch. Twitter doesn't really give us the emails of our followers to insert into our own database. But, the idea of using twitter in this way makes for a fun example. So, this is really just a way to show you how to connect the different steps together in Zapier to form a connection.
Other programs aside from twitter can of course provide you with phone numbers or emails of those leads or contacts you want sent to kvCORE.
For example, if you ran a newsletter campaign via a popular blog or landing page through mailchimp, you could add your new subscribers automatically to kvCORE. The process is almost exactly the same, apart from the names of some of the options in one program vs. another.
Step 1: Choose Twitter.
First, select twitter under the trigger step:
Step 2: Choose Trigger
Now, I want to add a contact to kvCORE whenever I get a new follower on twitter. So, we select 'New Follower Of Me.'
You can see on the left how we are setting up the trigger which is still step 1 in the zap. Select the trigger in the middle (New Follower), then click save + continue.
This is showing you that if you need to go back to any step in the future, just click on that step in this left hand navigational tool.
Step 3: Connect Twitter
Of course now, we must connect our Twitter Account. Click the button and follow the prompts in the popup window.
After the account is added, test it to make sure it connects, and click on Save + Continue
If you started with kvCORE as your trigger, you'll need your Zapier API key! It is found in your Lead Dropbox. Just look for the Zapier Key item, and click the copy button to copy it!
On the following screen, Zapier will show you that it found some sample followers or leads or contacts that we can test the rest of our zap with. We just need to pick one.
Select one and click 'Continue.'
Step 4: Choose Action!
Here, we are ready to select kvCORE as the destination for our follower snatched from Twitter!
Click 'Add A Step' on the left hand side, under the trigger step we just completed.
Then, pick 'Action/Search' which should be first in the list.
Now this should be a little familiar. It's time to pick kvCORE as the 'action.'
Simply search for and pick kvCORE from the middle of the page.
If you cannot find kvCORE, you did not previously accept the invite link at the very beginning of this guide.
You can open the invite link in a new tab, and accept it, then return to the tab you are creating your zap in, and refresh the page.
After clicking on kvCORE to select it, you will see that your only option is to 'Create Contact (POST).'
Click Save + Continue
Step 5: Connect kvCORE account.
When you click on the 'Connect Your Account' button, a new window opens where you insert your API Key.
This is found in kvCORE under Lead Engine > Lead Dropbox.
Click the COPY TO CLIPBOARD button to the right of the key you want to use.
Agent : All contacts from this zap go only to your database.
Office : All contacts from this zap go to your team (rotation/lead routing.)
Company : All contacts from this zap go to your entire company (rotation/lead routing.)
Once your key is copied, paste it in, click continue, and you should be able to test it successfully.
Click Save + Continue
Step 6: Connect Fields
Now the fun really begins! Match up each of the fields with the corresponding data from Twitter. Click on the selector at the far right of each field for the kvCORE record, and match it to the Twitter record. You can specify anything you want here, from information about where they are looking to what status they should be inserted into, and even what hashtag to use.
You can see that because this is just an example, I'm fudging things a bit. Looks like at least Twitter provides a "Follower Name" which is what we'll use as the leads' name. I set the type as buyer just because. And for email, there is no email in the twitter data. So, I used the twitter ID, and added @kvleads.com to it just to create a fake email address. This will ensure that all of the leads that are funneled into kvCORE have unique contact records.
Here's another example using Google Contacts instead of twitter, so you can see the difference between programs. It all depends on what they can provide via their API to Zapier:
There are many different fields here that you can specify for adding leads to kvCORE. You can create hashtags, add notes, and you can even specify a custom lead source. This lead source can be used in lead routing rules, and hashtags can be used to automatically assign smart campaigns! Your options for automating what happens when these leads flow in are pretty much endless.
Clicking continue will then display a report of the data you entered and you can verify that you've gotten everything in there properly.
Here I highlighted the data I picked out from Twitter to send as a test lead.
At the bottom, click the blue 'Send Test To kvCORE' button. If it completes successfully then you'll see a new test lead in your account.
The last step that will display after a successful step (and clicking 'Finish') will be to enable your Zap! That's it!
Creating Zaps For Smart Campaign Actions
Please note - to build zaps with more than two steps (necessary for campaign zaps) you will need to purchase a zapier starter plan.
It would be a good idea to familiarize yourself with a more basic zap such as the one at the top of this guide before trying to build campaign zaps, but it's not necessary.
A smart campaign in kvCORE can trigger a zap!
When the zapier campaign action is triggered, the information on the contact is passed through to zapier, so you can do something with it.
For example, if I wanted to send a postcard as part of my seller lead smart campaign, zapier would get the seller's address from kvCORE for that contact on that campaign. It can then take that address and feed it to an app that is also connected to zapier, such as thanks.io. Thanks.io will take that seller info and send out a postcard.
First, Create A Campaign Action
Before you can create a campaign zap, you must first create the campaign action that will trigger the zap. It's important to do this first, because we are going to be using something called a ZAP ID, which is generated when we create a campaign action. This ZAP ID is going to be used as a filter in Zapier, so the zap will only run for the contacts who are on that campaign.
If we do not add the filter, the zap will run every time a zapier action is triggered in any smart campaign in our kvCORE database! Not good!
For information on the Zapier campaign action, click here.
When creating the action, copy down the ZAP ID to a file or note that's easily accessible.
Creating The Zap
Now that we have our action created, and our ID copied and ready, we can create a new Zap.
In Zapier, create a new Zap, and choose kvCORE as the starting point. We will choose the 'Campaign Action' trigger.
After clicking continue, connect your kvCORE account. You'll need your Zapier API Key from your lead dropbox.
Next, paste your Zap ID that you copied from the campaign action you created.
On the following screen, Zapier will pull contacts from three different smart campaigns. Pick a contact that has the kind of info in it that you want to use. In this case, one of the three options Zapier presented me with has seller info in it, so I am picking that one.
Even though this campaign that was found is NOT the campaign that I created an action for, we select it anyway. This is why the Zap ID is going to be used as a filter.
At this stage, our trigger is setup. Zapier has connected to a campaign to use as an example, and now we have to tell Zapier what we want to do with the contact that is on this campaign.
Click 'Add a Step.'
Then, select the filtering option.
Click "Save + Continue" with 'Only Continue If...' selected.
Now, we only want this zap to fire, if the specific campaign action we added to our smart campaign is triggered. So, for our filter, start by selecting the Zap ID as the starting point in the far left drop down menu.
In the middle menu, select '(Text) Exactly matches.'
In the final field to the right, paste in your Zap ID from your campaign action once again.
See how it says that my zap would not have continued? This is what you want to see. When we selected our example contact in the previous step, we knew that it was a campaign that did not contain the action we built that we have an ID for. Without this filter, you can see how the zap would run for any zapier campaign action, which is not what we want. We only want it to run for this particular campaign that we added the action to.
With this filter configured, after clicking continue, we can finally get to the meat and potatoes of performing any task that we want by adding the next step.
Now when you add the next step, you will connect the app that you want to do something with. For example, if I am sending a postcard I'll choose thanks.io.
Then, I'll connect my account....
Now, in order for thanks.io to send postcards, it needs contact info. We connected our campaigns in the first step of setting up this zap when we input our kvCORE API key and chose a campaign example. Now we're going to use the info in that example to mock up the fields. After this is done, it will work correctly every time.
Once your data is matched to the required fields (some are optional in this case) then you will see a summary to test.
In the case of thanks.io, in the above example we selected 'Full Address' to input the seller's address for simplicity's sake. In reality you must set the Street Address, City, State, etc separately.
That's it! If we test successfully you can save and enable this zap. Now, your smart campaign can send postcards from an outside system! Or, if not postcards, anything else that connects to Zapier!