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How do I get Geek Leads automatically sent into my CRM (Leadsimple, Hubspot, etc.)?

You can send every lead you buy straight into the software you already use, so no one has to copy it by hand. You set this up yourself in the Geek Dashboard, under Settings > Integrations.

Three ways to connect

  • LeadSimple. The most common one. Each new lead goes straight into your LeadSimple account.
  • Other CRMs by email. If your CRM gives you an email address for importing leads, we send each lead there.
  • Webhook. Sends each lead as data to Zapier, Make, or your own system. Use this for anything else.

Not sure which one your CRM supports? Check your CRM's help docs or ask their support team.

How to add an integration

1. In the left menu, click Settings. Then click the Integrations tab.

2. Click Add an integration.

The Integrations tab, with the Add an integration button selected

3. Pick CRM email (use this for LeadSimple too) or Webhook.

4. Paste your import email or webhook URL.

5. Under Markets, pick All markets or Chosen markets. All markets also includes markets you add later.

6. Click Save.

The Add integration form

7. Click Send test next to your new integration. A test lead goes to your CRM, so you can check that it works.

Integrations get the leads you bought. Emails to your team are set on the Notifications tab.

LeadSimple

Get your lead import email from LeadSimple. Here is how to find it. Then add it as a CRM email integration, using the steps above.

Other CRMs by email

If your CRM can import leads by email, it gives you a special email address. Add it as a CRM email integration, using the steps above. Each lead we send there goes into your CRM.

Webhook with Zapier

A webhook is a "middle man" URL. We send each lead to it, and you decide what happens next. Zapier is the easiest way to set this up.

  1. Sign up for a Zapier account. Webhooks need a paid Zapier plan.
  2. Create a new Zap. For the trigger, pick Webhooks by Zapier and the event Catch Hook. Zapier gives you a webhook URL. Copy it.
  3. In the Geek Dashboard, add a Webhook integration and paste the URL.
  4. Click Send test next to the integration. Then go back to Zapier.
  5. Zapier should show that it got the test lead.
  6. Add your CRM as the next step in the Zap. Your CRM's support team can help with this part.

Email parser with Zapier

An email parser reads each lead email and pulls out the pieces, like name and phone. Then you can put each piece in the right field in your CRM.

  1. Sign up for a free Zapier account.
  2. Create a new Zap. For the trigger, pick Email Parser by Zapier. Set up a mailbox and copy the email address it gives you.
  3. In the Geek Dashboard, add a CRM email integration and paste that mailbox address.
  4. Click Send test next to the integration. Then go back to the Email Parser.
  5. The mailbox should get the test lead. It asks you to match each piece of the email to a name. This video shows how.
  6. Go back to your Zap. Pick your new mailbox in the trigger step, then continue to the next step.
  7. Add your CRM as the next step in the Zap. Your CRM's support team can help, or start from our template: ActiveCampaign.

Troubleshooting

If you get stuck, reach out. We'll do our best to help.