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

  • October 11, 2022
  • 3 replies
  • 263 views

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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 

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3 replies

MohSwellam
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  • Zapier Expert
  • 840 replies
  • October 11, 2022

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 :) 


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  • Author
  • Beginner
  • 14 replies
  • October 11, 2022
MohSwellam wrote:

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.


MohSwellam
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  • Zapier Expert
  • 840 replies
  • October 11, 2022

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