All Docs

Pushing Leads From KickoffLabs to Zapier

This integration is useful if you’re wanting to push leads from KickoffLabs into another platform such as Slack, a CRM, Google Sheets..with over 3,000 apps to choose from the possibilities are endless! 

1. From your KickoffLabs dashboard, select Setup > Integrations
2. Next, select the Zapier integration 
3. Choose the app you’d like to connect your KickoffLabs campaign to. In this example, I’ll be using Google Sheets, but there are many other options such as Hubspot, ActiveCampaign, and Slack.
4. After you’ve chosen the app you’d like to connect to, scroll down to the “Popular with KickoffLabs users” section and select “try it.” This will open a new window to Zapier.
5. In Zapier, select the “Get Started” button. Then select the Zapier account that you’d like to connect to.
6. Next, connect your KickoffLabs Account by selecting “Connect.” 
7. You’ll now be prompted to enter your campaign id and API key. These can be found back in your KickoffLabs Account.

How to Create a Workflow in Zapier

After you’ve connected your KickoffLabs account, Zapier will walk you through the steps to connect the app that you’ve chosen. This will vary app to app, but the general set-up will be logging into the app you’d like to connect to, setting up your workflow, testing your workflow, then turning the zap on. Let’s walk through an example of connecting to Google Sheets. 

1. Start off by selecting “Connect.” Zapier will ask for permission to your Google account. After logging in, you should now see your Google account connected where you can select “Next.”
2. Choose the Drive you’d like to connect to and select “Next.” Zapier will now ask if you’d like to create a brand new Google Sheet to send leads to, or if you’d like to use an existing one. 
3. Next, you’ll choose the KickoffLabs fields that you’d like to push over to Google Sheets. You can either select all of them, or choose specific ones. Example fields include contest score, completed actions, and rank.
4. Zapier will create a row in Google Sheets for each field that you choose to push over.

Now, test out your new Zap! The test lead should be added to your Google Sheet. If all checks out, turn on the Zap to begin sending your KickoffLabs leads through your new zap.

Pushing Leads from Zapier to KickoffLabs

This is useful if you have leads stored elsewhere and would like to add them to your KickoffLabs Campaign. A great example is with Facebook Lead Ads.

1. To get started, login to your Zapier account and create a zap.
2. Choose the app that you would like to push leads from. In this example, we’ll be using Facebook Lead ads.
3. Next, select “New Lead” from the Trigger Event drop-down
4. You’ll now be prompted to sign-in to your Facebook account to connect to Zapier.
5. Select the Facebook Business page and form you’d like to connect to. Test your trigger to make sure everything is set-up correctly so far.
6. Next, select KickoffLabs as your Action.
7. In the event drop-down, select “Add or Update Lead.”
8. Select your KickoffLabs Account to connect to from the drop-down.
9. Test the workflow and turn on your zap! Leads will now begin being pushed into KickoffLabs.

Using Lead Tags With Zapier

Tagging a lead can come in handy when you want to track a lead’s actions outside of KickoffLabs. An example would be tagging leads who fill out your Typeform Survey. Before connecting to Zapier, first create a lead tag in Zapier. Follow the steps here to create your first tag. 

1. To get started, login to Zapier and create a Zap.
2. Choose the app that you’d like to push leads from. In this example, we’ll be using Typeform.
3. Select “New Entry” From the trigger event drop-down.
4. Sign-in to your Typeform account and grant permission to Zapier
5. Choose the Typeform form you’d like to connect to and test the trigger.
6. Choose KickoffLabs in the action field.
7. Select “Tag lead” from the drop-down. You can also select “Tag lead parent” if you’d like to instead tag/award points to the referrer.
8. Next, allow Zapier to login to your KickoffLabs account. Select the email filed in your typeform from the dropdown. You will need to ask for the lead’s email address as a question in your survey.
9. Choose kickofflabs Lead tag from drop-down to tag the lead.
10. Test the workflow and turn on your zap! Leads should now be tagged with filling out the Typeform in your KickoffLabs Account.

If you run into any issues, reach out to support@kickofflabs.com and our team would be happy to assist!