The first thing you'll need to do to get started is to create an account with Zapier. You can do this here. You can choose the free plan. This gives you the opportunity to create a few workflows.
Next, click on that big "Make a Zap" button at the top of the screen to create your first workflow or "Zap".
Then, select SweepBright as your trigger app. This means that SweepBright is the app where the workflow begins. If you don't see SweepBright, just type it in the search bar.
After that, you get to choose a "trigger".
A trigger is an event that kicks-off the workflow. A new lead or the fact that you change the status of a property are available triggers for SweepBright.
Now Zapier will want to connect to your SweepBright account. You can hit the "Connect an Account" button to do that.
If you are already logged in to your SweepBright account, you will be asked to authorize Zapier. No worries! Go ahead and click on the Authorize button.
You should see your SweepBright account appearing and you can select it in order to continue building your Zap.
Next, Zapier will ask you to test the connection and to grab some data from SweepBright before going further. Click ont the Fetch & Continue button to continue.
If all goes well, you should see the following success message telling you that Zapier got access to your SweepBright account and is now ready to exchange your data with another app. Hit "Continue" to advance.
Now you can choose where you want the Zap to send your SweepBright data to. Select the app your like, or search for it via the search bar.
Depending on the app you have selected, you can now choose one action that will be initiated in that app.
In the example below, we can create a new contact in the Google Contacts app. What this means is that this workflow will create a new contact in Google Contacts from a SweepBright lead!
Zapier will now ask you to connect with your Google Contacts App and just as we did for the SweepBright app before, you will need to Authorize Zapier.
When this is done you can hit the Save + Continue button.
Almost done. Now we need to guide Zapier and tell it which SweepBright fields need to go into the Google Contacts fields. This means that we need to "Map" the fields we want from SweepBright with the fields from Google Contacts.
To do this, select the field where you wish to send the data to. Click on the "plus" button on the right. Zapier will show the available fields from SweepBright and all you need to do is to select the corresponding field.
In the example above we have mapped the Google Contacts field "First Name" with the SweepBright field "Lead Details First Name".
Repeat this for each field that you want Zapier to send from SweepBright to Google Contacts. When this mapping is done, click on the "Continue" button at the bottom of the screen.
You will see a final validation screen and you can go ahead clicking on the Create & Continue button. This is it. Your Zap is created when you see the Test Successful! message. You can now click the Finish button.
Zapier will give you the option to name your Zap as we did here.
The ultimate step is to turn on your Zap. This means that the workflow will now automatically create a Google Contacts contact for each new SweepBright lead without the need for additional data input. This Zap will do that for you.
Turning on your Zap might take a few seconds.
When the Zap is turned on, your are all set!
Start automating and build your own sensational workflows! You can read more about SweepBright on Zapier here.