How do I set up lead alerts and start receiving notifications for new leads?

How to set up your Zapier integration using Webhooks by Zapier

In this article you will learn how to generate a Zapier webhook url so that you can sync lead to your CRM of choice.

To get started, follow these simple steps:

1) Log in to your Real Estate Bees account using your email address and password.

2) Click the "+ Create Zap" button.


3) Click the "1. Trigger" section.

    
                                                                                   

4) Select the "Webhooks by Zapier" option.


5) Under “Event”, choose the “Catch Hook” option from the dropdown, and click “Continue”.



6) Do not enter anything under “Pick off a Child Key” . Skip this field and click “Continue” again

7) Your Zapier webhook URL has now been generated. 


8) You can now copy your Zapier webhook URL, paste it into your dashboard, and click “CREATE INTEGRATION”  to finalize the integration. 


We don't currently have native integrations. If you want a native integration with the software you use, suggest it below.

6) At this time you will need to paste your webhook URL generated through Zapier into the dashboard.



9) Your Zapier setup has now been completed in the dashboard.! Now it’s time to test the integration. To send test fields to Zapier, click the “SEND TEST REQUEST”  button in your dashboard.


10) Go back to your Zapier zap setup click “Test trigger” to test that the leads are coming into Zapier from the dashboard.


11) Once you see that the lead fields are coming into Zapier, it is time to set up your Zapier action. An action is an event a Zap performs after it starts.
Here you will search for your CRM, and or select another action you would like Zapier to complete with the incoming leads.


12) Here you will search for your CRM, and or select another action you would like Zapier to complete with the incoming leads.


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