Introduction
Exhibitors can automatically send their leads to the CRM of their choice using the Eventmaker Leads to CRM app on Zapier.
This documentation provides a guide to connect the Eventmaker Leads to CRM app and create Zaps in Zapier to automate the transfer of leads to your CRM.
Prerequisites
Before starting, make sure the following items are ready:
Qualification fields are configured
Lead export is correctly set up (by the organizer)
Have qualified at least one lead from the KeepTrack app
1. Retrieve your Token in the exhibitor area
To connect the Eventmaker Leads to CRM app to Zapier, you will need to retrieve your Token and use it during setup on Zapier. Find the token in your exhibitor area.
2. Configure your Zaps in Zapier
You will need to create two Zaps:
One for creating new leads
One for updating leads
a/ Zap for creating new leads
Each Zap uses a trigger and an action. Start by configuring the trigger.
Trigger configuration
Select Eventmaker Leads to CRM as the app
Choose "New lead" as the trigger event
Paste your Token to connect the app
Run a test by selecting a record from your most recent leads
connect to app
choose a record
Action configuration
Choose HubSpot as the action app
Select "Create a contact" as the action event
Connect your HubSpot account
connect to your hubspot account
Map the fields you want to send to HubSpot
Test the Zap: if the test succeeds, a test contact will be created in HubSpot
Publish the Zap
mapping
b/ Zap for updating leads
When you qualify a lead in Eventmaker, you update it. A second Zap is therefore required to send these updates to your CRM.
Trigger configuration
Select Eventmaker Leads to CRM as the app
Choose "Lead update" as the trigger event
Paste your Token to connect the app
Run a test to verify the connection
trigger set up
Actions configuration
Two actions are required in HubSpot :
Find a contact
Connect your HubSpot account
Use a unique identifier such as the email address to locate the contact
Run a test to confirm
action set up
2. Update a contact
Use the contact found in the previous step (Object ID)
Configure the fields you want to update in HubSpot
Perform a test to validate
Publish the Zap
mapping Object ID
mapping qualification fields
3. Tracking
You can monitor and manage your Zaps directly from the Zapier dashboard. Check the run history, success/failure rates and logs to verify that everything is working correctly.
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Zap history
⚠️ Important note
If you change the qualification fields or the export columns in Eventmaker, you will need to refresh your Zap trigger by following these steps:
Reopen your Zap in Zapier
Reconfigure the steps
Click on "Find new records" during the trigger test phase
find new records