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Lead CRM Posting

  • November 28, 2024
  • 4 replies
  • 14 views

For Lead Generation companies, can we send leads to different CRMs at same time using this integration?

For example I have 5 clients - one using SalesForce, another hubspot or Marketo - can we send leads using Zapier integrations?

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4 replies

DavidLGS
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  • Zapier Expert
  • 117 replies
  • November 28, 2024

Yes, you just need to login and connect zapier with each of those accounts. 
 

How you decide to distribute those leads or where to add them within those softwares is a whole other can of worms. 


SamB
Community Manager
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  • Community Manager
  • 7487 replies
  • December 3, 2024

Hi ​@Preeti Ameta! 👋

Just wanted to check in here to see how things are going with this. Did you run into any issues when setting up your Zaps to send leads to the different apps?

Let us know if you’re stuck at all—happy to assist further! 🙂


  • Author
  • Beginner
  • 1 reply
  • December 3, 2024

Hi Sam,

 

Can we use Zapier for sending leads to same kind of CRM but different accounts- which means multiple accounts of Hubspots or Salesforce should receive leads at same time. Is it possible?

 

Thanks


JammerS
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  • Zapier Staff
  • 2350 replies
  • December 4, 2024

Hi ​@Preeti Ameta,

 

You can use Zapier to send leads to multiple CRM accounts like HubSpot or Salesforce by connecting each account separately in Zapier and creating individual Zaps for each. Alternatively, set up a multi-step Zap to simultaneously send the same lead to multiple accounts. Test thoroughly and note that each action increases task usage.

 

I hope this helps! Let me know if you have any other questions.