Open homes can be hard. A high number of new leads entering the property in and out before you've even asked their name. Get contact info via a quick question form form them before they start the visit to ensure your follow-up in SweepBright.
To set this one up, you will need all of these 3 building blocks:
an active SweepBright account
an active Zapier Starter's account (or higher) (*)
an active Typeform account
(*) we'll be making a multi-step Zap so a Free Zapier account will not be sufficient
Short explanation of the objective of this walkthrough:
Trigger SweepBright to add new incoming leads from Typeform _________________________________________________________________
Follow the steps below to get started with this automation:
For your convenience, we've created Zapier templates. If you are interested in this automation, this is the best way to start from. You can always adapt the automation or add some more details after completing the template. Click on the 'Start this automation' button below. Make sure that you're logged into Zapier.
2. You will be redirected to your Zapier account after clicking on the above-mentioned button. Follow all the steps in the template walkthrough.
First you will need to select the trigger 'New Entry' and connect your Typeform account to Zapier.
To make your Zap work you will need to connect your SweepBright account and choose the "Add new lead" action
Do note that we've predefined the SweepBright action with some variable fields. We strongly suggest you to review this message. You can add your own variable fields by clicking on the +-icon on the right side of the text field.
3. You're all set ! Don't forget to turn your automation ON . We recommend you to do a test before going on to the next automation. You can also check your task history to see if the automation is running smoothly (or not).
You can choose to make some adjustments in the existing automation or add other automations between SweepBright and Typeform
Really 'triggered' by automations? Find out how to create your own custom automations here or check out the rest of our templates in the Integrations section or website 💪