You are able to integrate additional applications, such as MailChimp, Zillow, etc or other systems with FieldNotes.  We offer Zapier as a great way to integrate to FieldNotes. Zapier allows two different programs that don't normally talk to each other to send information to or from each other. Think of it like this. If you were trying to connect one different system to another.  What Zapier does is take your information from one system and makes sure that it connects to the other system.  Et voila! It now talks to each other!


By and large, the FieldNotes Ai already has many options for managing your leads in the database.  But, for those situations where it's not readily apparent how you would get that information into FieldNotes Ai 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 FieldNotes 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 FieldNotes. But, if that program is integrated into Zapier, then you definitely can! 


Setting up Zapier with your FieldNotes Ai Account

Step 1: Get the FieldNotes Ai zap link.

Right here:  https://zapier.com/developer/invite/103042/f1b3b0884c8484912417dc2a08870334/


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 FieldNotes Ai" 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 somewhere TO FieldNotes Ai?
     
  • Am I sending leads TO FieldNotes Ai FROMsomewhere else?
     

Sending Leads FROM FieldNotes Ai 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 FieldNotes Ai:


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 FieldNotes Ai as the trigger app, your only option is to send a lead to another program.


Sending Leads TO FieldNotes Ai  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 FieldNotes Ai to change the trigger from FieldNotes Ai 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!
 
That's how you get started.  However, if you want to follow an example, see the example below on how to set it up from the beginning.

Example New Lead Zap

In this example, we will create a zap that sends leads into FieldNotes Ai 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 FieldNotes Ai.

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 FieldNotes Ai. 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 FieldNotes Ai 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




Connecting FieldNotes Ai

If you started with FieldNotes Ai as your trigger, you'll need your Zapier API key! It is found in your Setting menu under your Name (Upper Left Corner). Just look for the Generate API Key, 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 FieldNotes Ai 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 FieldNotes Ai as the 'action.'



Simply search for and pick FieldNotes Ai from the middle of the page.
If you cannot find FieldNotes Ai, 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 FieldNotes Ai to select it, you will see that your options are create a New Task, New or Updated Task, New or Updated Contact or New Contact.

 
Select an option and Save + Continue

Step 5: Connect FieldNotes Ai account.

When you click on the 'Connect Your Account' button, a new window opens where you insert your API Key.
This is found in FieldNotes Ai under Settings
Click the COPY TO CLIPBOARD button to the right of the key you want to use.

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 FieldNotes Ai 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 @fnleads.com to it just to create a fake email address. This will ensure that all of the leads that are funneled into FieldNotes Ai 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 FieldNotes Ai. 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 FieldNotes 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!



If you have any questions about this setup, please send an email to support@fieldnotes.ai or reach out to your Customer Success Manager!