Best practices on where to send leads with a Zapier Integration

1 min read

Zapier offers connections with thousands of applications for you to make the most out of your lead generation. If you’re struggling with where to send your leads, here are a few ideas.

Be sure to set the trigger as SEOHealth to collect data from your audit tool!

A Spreadsheet

Zapier integrates directly with Google Sheets or Airtable, so you can send the data from your leads directly into a spreadsheet. This will give you one document with all your leads details. If you prefer manually processing your data, or just need a back-up then this can really help!

CRM

Zapier connects with hundreds of different CRMs, so this can be a great way to set some effective integration to manage your leads.

Project Manager

You can use a project manager software, such as Asana, to automatically create customised tasks. For instance, if you want to set up a task to follow up with one of your leads in a call or email, you can set that up automatically.

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