Zapier Integration in Telagus

Ready to streamline your workflow by integrating Telagus with thousands of other applications? In this video, we'll guide you through the process of using Zapier to automatically create leads in Telagus from another CRM.

🔹 Getting Started:

Create a Zapier Account: Sign up for a Zapier account if you haven’t already. This is essential for using its powerful integrations.

Log In and Create a New Zap: Once logged in, click on “Create New Zap” to start the integration process.

🔹 Setting Up the Trigger:

Choose Your Trigger App: Search for and select the app that will initiate the Zap. For this example, we’re using HubSpot.

Select the Trigger Event: Choose the event that will start the Zap. Here, we’ll select “New Contact,” which will trigger the Zap whenever a new contact is created in HubSpot.

Configure Trigger Fields: Set up your account details and any specific fields required for the trigger.

🔹 Setting Up the Action:

Choose Telagus as the Action App: In the “Action” step, search for and select Telagus.

Select the Action Event: Choose “Create Lead” as the action that should occur when the trigger event happens.

Configure Action Fields: Input your Telagus account details and map the necessary fields between HubSpot and Telagus.

🔹 Testing and Finalizing:

Map Fields: Ensure that fields from HubSpot are correctly mapped to corresponding fields in Telagus.

Test the Zap: Run a test to make sure everything is set up correctly. If the test is successful, your Zap is ready to go live.

🔹 What’s Next?

Once your Zap is active, every new contact in HubSpot will be automatically created as a lead in Telagus.

Be sure to explore more of Telagus’ learning videos to stay updated with our features and integrations.

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