Connecting to Zapier

Introduction

You can connect REM to various leads categories/campaigns via Zapier, allowing you to receive new leads directly in your REM account. This ensures instant lead notifications and automatically adds leads to your client list, so you can follow up without delay.

The REM integration in Zapier enables you to connect with hundreds of platforms, including ClickFunnels, Google Forms, Jotform, Calendly, Instamojo, LeadPages, GetResponse, and many other platforms.

Zapier Pricing

REM subscriptions include unlimited leads category/campaign integrations, lead notifications, and client management, so connecting to Zapier does not cost anything extra from your REM account.

However, using Zapier to connect your leads Categories/Campaigns may require a paid Zapier subscription, depending on the apps you connect and the volume of leads you handle.

1. How to Connect Zapiers with REM Web Portal

Setting Up Zapier

Automated connections on Zapier, also known as Zaps, can be set up directly from your Zapier account in just a few minutes. Each Zap has a Trigger and an Action.

• To connect your Leads Category/Campaign to REM via Zapier,
• Create a Zap with the Lead Category/Campaign as the Trigger, and REM as the Action.

1. Log in to your Zapier account, and click on Make a Zap
2. Configure your lead Category/Campaign as the Trigger (When this happens…)
   • The Trigger Event should be related to receiving a new lead, new contact, new form submissions, or similar
3. Configure REM as the Action (Do this…)
   • Choose App & Event: Select REM and Create Client
   • Choose Account: Sign in to REM and enter your REM Account Token, which can be found on the Integration Page Zapier in your REM Account.
   • Customize Client: Map the data from your lead source to the fields of a client in REM, such as the Client Name, Phone Number, Email Address, and Additional Client Details.

4. Once done, you can test your Zap and activate it. That’s it!

For a detailed walkthrough of configuring REM as the action, connecting your account, customizing your client, and testing your Zap, view Setting up REM as a Zapier Action.

Please refer to the following walkthroughs for detailed instructions on configuring various platforms as the Trigger of a Zap:

• Connecting to GetResponse
• Connecting to Other Systems

Connecting to GetResponse

• Log in to your Zapier account, and click on Make a Zap
• Choose App & Event (Trigger):
• Choose App: Select GetResponse
• Choose Trigger Event: Select New Contact
• Click on Add account to continue

Choose Account:

• Click on Sign in to GetResponse

• Enter your GetResponse API Key and click Yes, Continue

• Click Continue to GetResponse

Customise Contact:

• List: Select the name of your GetResponse lead list
• Click on Continue

• Click on Test Trigger to pull a sample data

• Click on Continue

Configure REM as the Action (Do this…)

• Choose App & Event: Select REM and Create Client
• Choose Account: Sign in to REM and enter your REM Account Token, which can be found on the Integration  in your REM Account.
• Customize Client: Map the data from your lead source to the fields of a client in REM, such as the Client Name, Phone Number, Email Address, and Additional Client Details.
• Once done, you can test your Zap and activate it. That’s it!

For a detailed walkthrough of configuring REM as the action, connecting your account, customizing your client, and testing your Zap, view Setting up REM as a Zapier Action.

Connecting to Other Systems

You can connect any lead Category/Campaign or platform that supports Zapier to your REM account by creating a Zap with the lead source as the Trigger, and REM as the Action.

1. Log in to your Zapier account, and click on Make a Zap
2. Configure your lead source as the Trigger (When this happens…)
   • The Trigger Event should be related to receiving a new lead, new contact, new form submissions, or similar
3. Configure REM as the Action (Do this…)
   • Choose App & Event: Select REM and Create Client
   • Choose Account: Sign in to REM and enter your REM Account Token, which can be found on the Zapier integration page in your REM Account.
   • Customize Client: Map the data from your lead source to the fields of a client in REM, such as the Client Name, Phone Number, Email Address, and Additional Client Details.

4. Once done, you can test your Zap and activate it. That’s it!

For a detailed walkthrough of configuring REM as the action, connecting your account, customizing your client, and testing your Zap.

Setting up REM as a Zapier Action

Once you’ve created a Zap with your lead source as the Trigger (When this happens…), you can configure REM as the Action via the following steps.

1. Set REM as the the Action (Do this…)

• Click on the Action (Do this…) and Choose App & Event
• Choose App: Select REM
• Choose Action Event: Select Create Client
• Click on CONTINUE

2. Connect your REM account

• Under Choose Account, click on Sign in to REM.
• Go to the Integration and Select Zapire in REM and copy your REM Account Token
• Paste your REM Account Token into the Zapier access prompt
• Click on Yes, Continue
• Click on CONTINUE

3. Customize Client to map the data from your Lead Source to the fields of a Client in REM

• Client Name: The name of the lead (required)
• Phone Number: The phone number of the lead (optional)
• Email Address: The email address of the lead (optional)
• Additional Client Details: Add any other data points that you’d like to save for a lead, such as your custom questions and answers. This information will be displayed when viewing the lead in REM.
• Lead Source: Name the source of the lead, so you know where it came from. This will be visible on your new lead alerts, as well as when viewing the lead in REM.
• Once done, click on CONTINUE

4. Test and Activate your Zap

• Click on TEST & REVIEW. You should receive a test lead in your REM account with the data mapped correctly.
• Once done, click on TURN ON ZAP to activate it. You’ll all set!

New Lead Alerts

Once you connect your lead source(s) to REM through Zapier, any new leads submitted via those platforms will send you a new lead alert via the REM app and email. You can configure these alerts via your Account Notification Settings.

Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalized Quick Response.

You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.

All new leads from Zapier will be displayed with an UNCONTACTED label in their client details and the client list until you act on them. They’ll also appear in your Uncontacted Leads group.

Depending on your Uncontacted Leads Settings, the UNCONTACTED label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up date. You can also manually mark or unmark a lead as UNCONTACTED via the options menu when viewing the lead.

Distribute Zapier Leads to other Recipients

You can automatically share leads from Zapier with other recipients via email, even if they don’t have a REM account. This is useful if you’d like to distribute leads to your clients or colleagues, and can be configured to forward all leads to all recipients, or distribute leads equally in a Round Robin fashion.

Recipients will receive new lead details instantly via email and/or the REM app, with attribution ‘This lead was sent to you by @name at @company’ (where @name and @company are replaced with the Name and Company from your User Profile, respectively).