Getting Started

 

1. Accept your exclusive invite to our new Zapier API Integration

 

2. Make a New Zap

3. Choose Dotsignal as your starting point

 

4. Choose Trigger Event - New Lead

 

5. Enter the provided Dotsignal Zapier API Credentials

 

6. Test & Continue to bring in sample data

 

7. Choose Salesforce as your target Zap

 

8. Choose Action Event - Create Lead

 

9. Sign into Salesforce & Allow Zapier to access your account

 

10. Map your essential fields

 

11. Some fields may require a custom value mapping, e.g. "Lead Source"

 

12. Test & Continue to submit a sample lead to your Salesforce account

 

13. Confirm the sample lead is in your Salesforce account

 

14. Turn on your new Zap