The purpose of this article is to give an example of how a configured zap would look like.
This Zap will help you in getting enriched prospects directly from Apollo into Upscale. Similar to this, you can also integrate Zapier with other tools to get more prospects.
To create this zap, go to your Zapier account and follow the below steps:
- Click on Create Zap
- To get started, select Create a Custom Zap option
- Enter name of your Zap
- Choose Apollo as trigger app
- Select New Contact as trigger event
- Connect your Apollo account to Zapier
You can either select an existing connected account or connect to a new Apollo account. To connect a new account, you will have to copy paste your API key and account name from your Apollo account into Zapier.
- Once, your Apollo account is connected successfully, you can test your trigger by clicking on Test trigger.
- To setup action for the Zap, choose Upscale as action app
- Select Save Prospect as action event
- Connect your Upscale account
You can either select an existing connected account or connect to a new Upscale account. To connect a new account, you will have to copy paste your API key and API secret from your Upscale account into Zapier. Learn how to get API key and API secret in Upscale?
- Setup field mapping between Upscale and Apollo
If you have any custom information, then you will have to first add those custom fields in Upscale and then map them with fields in Apollo.
- Once, your Upscale account is connected successfully and mapping is configured between the 2 apps, you can test your action by clicking on Retest & Review or Retest & Continue.
Your Zap is all configured!!! You can now turn on the Zap.
