Question

Connect CallRail to Lead docet (Lead Docket don't exist in Zapier app directory)

  • 11 October 2022
  • 3 replies
  • 210 views

Userlevel 1
Badge

Hey there, I want to create an automation based on the following
 

  1. CallRail (First time phone call made) 
  2. Add the lead to LeadDocket
  3. Google Sheet (send all the details to sheet)

The problem I am facing with executing this automation is because LeadDocket doesn’t exist on Zapier app directory, what can I do in such situation 


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Userlevel 7
Badge +8

Hi @Fahad.S 

 

It seems that Lead Docket has Webhooks for such integrations, you can check this support article on their website to understand this more (It seems you will need to talk to them so they can provide the end points)

 

https://support.leaddocket.com/hc/en-us/articles/360045902691-Integrating-Third-Party-Sources-With-Lead-Docket

 

Using this, you can use Webhooks by Zapier  to get the data you need :) 

Userlevel 1
Badge

Hi @Fahad.S 

 

It seems that Lead Docket has Webhooks for such integrations, you can check this support article on their website to understand this more (It seems you will need to talk to them so they can provide the end points)

 

https://support.leaddocket.com/hc/en-us/articles/360045902691-Integrating-Third-Party-Sources-With-Lead-Docket

 

Using this, you can use Webhooks by Zapier  to get the data you need :) 

I am very new to all of this, how would I go by this.

Is there a video I could refer to that tells us exactly what to do at each step.

Userlevel 7
Badge +8

Yes definitely , I saw this video a few days ago myself and it was very helpful :)