To set up this Zapier workflow you will need to have a premium subscription to Leadfeeder, a premium subscription to Zapier, login information to your CRM, as well as a custom field (text type) in your CRM to receive tags (here we have it in HubSpot for a Company).
1) Login into your Zapier and create a new zap.
2) Name your zap.
3) Choose Zapier step 1 - a trigger called "Schedule by Zapier" and set the event to "every day"
4) Choose if you want to trigger the zap on the weekends as well and what time of the day.
5) Test the trigger and click continue when the test was successful.
6) Add Zapier webhooks as Zapier step 2. Webhooks will help get all the leads (from a specific feed) that are used as input for the processing and updating of the CRM entities.
7) Choose event "GET" as we will be getting information from Leadfeeder
8) We will use the following API endpoint. (For more Leadfeeder API endpoints please visit Leadfeeder API documentation.)
https://api.leadfeeder.com/accounts/......../custom-feeds/................................/leads?start_date=......................&end_date=.....................&page%5Bsize%5D=10
We recommend creating your API endpoint in notes first and then copying it over to Zapier.
a) Please remember that you need to change the account id (blue) and custom feed id (red). You will find all this information in the URL when you open the custom feed in your Leadfeeder account or when you click edit custom feed/more then there will be a feed id.
b) Please note to change the start date and end date (yellow and green respectively). This can be also done dynamically by adding Date/Time in Formatter in Zapier. This is a separate step that would be added before the Webhooks by Zapier which is step 2 (and in that case, you will have 6 steps altogether).
In that case, the URL in step 3 would be changed as follows:
c) Number of leads per page is 10 by default.
9) Set up the following fields together with the headers.
For the headers, please follow the Leadfeeder API documentation and use your API token which you will find in your Leadfeeder web application personal settings/personal/API token.
Copy your API token instead of the red area below.
10) Test the action and then click continue after your test has been successful.
11) Next connection is Looping by Zapier - Zapier step 3 (it will be Zapier step 4 with dynamic date and time). We need to loop through your leads to find out those leads that have the tags updated in Leadfeeder.
12) Choose "Create a loop from line items".
13) Set up values to loop through connecting them to data from Zapier step 2 - Webhooks (it will be Zapier step 3- Webhooks if you use dynamic date/time). LeadID and CRMID will be used as input for the upcoming operations so that we can get details out of a specific lead.
If you use the dynamics set up it will look like this:
Please make sure the "Data Attributes...Organization ID" has a number there. If you have duplicates of the same company we are testing in your CRM, it won't work and the "Data Attributes...Organization ID" will have no number there).
and keep the following inputs as they are, then click continue
14) Test the action
15) When the test has run successfully, add another webhook as Zapier step 4 (it will be Zapier step 5 if you use dynamic date/time). It will be used to extract details of a specific lead from those in our custom feed. We will use the input data from the loop to get to that specific lead.
Choose event "GET" and click continue.
16) Set up action to build new API endpoint using lead id from the looping part (3),
keep all the other data the same.
If you use the dynamic date/time it will look like this:
Set up headers/Authorization as above under no. 9).
17) Test the action
18) Connect this to your CRM in Zapier step 5 (It will be Zapier step 6 if you use dynamic date/time) - here we will use HubSpot.
19) For the event choose "Update company".
20) Choose your CRM (HubSpot here) account. Usually when you login into your CRM account in a different browser tab, Zapier can connect easier to your CRM account.
21) In step details fill out the Object ID by connecting to Data Attributes CRM Organisation ID from Webhooks - step 4. Please make sure not to use the Webhooks step 2! Also, fill out the field you want to update - in this case, it is the "tags" field (this is a custom field in HubSpot of multiline text type) with the Data Attributes Tags from the Webhooks step 4.
Here we are getting the Object ID that will have a unique match in the CRM so that we can update its fields. That will be provided via the outcome of the GET operation inside the loop.
Choose the custom fields that should be updated in your CRM. In this case, we use the custom field "tags".
If you use the dynamic date/time it will look like this:
22) Test the action
23) Switch on the zap and let it do its magic :-).
Please note: If you want to send a time stamp, then have a custom field in your CRM to receive it and send it in Zapier step 6. The time stamp will be overwritten with every visit.
