Zapier can create or update leads in your account whenever something happens in another app, such as a form being submitted on your website. This article walks through the setup and lists every field you can fill in.
Setup Steps
- Create an API Key.
- Copy the key.
- Add a new Zap in Zapier.
- Set up the trigger.
- Set up the action with "InflatableOffice" and select the latest version.
- Choose the event:
- Create Simple Lead creates a lead from a short list of fields. It cannot update a lead.
- Create Update Lead creates a lead, or updates one, using the full list of fields.
- Link up your IO account using the API key created in step 1.
- Fill out at least the required fields marked by an asterisk.
- Test the action.
- Publish the Zap.
Below is a video walkthrough of this process.
Note: the API key needs permission to create leads. Open the key under Settings > API Keys and set Leads Create to Full Access. Each lead Zapier creates or updates counts as an API transaction. See API - Transaction Charges.
Create Simple Lead
Below is a list of all possible fields when creating a simple lead through a Zapier action. This Zapier action is not capable of updating a lead, only creating one.
| Field | Required | Description |
|---|---|---|
| Name | No | Name of the customer |
| Mobile Phone | No | Customer phone number, saved in the cell phone field. We will format this if we can. You can send numbers only |
| No | Customer email address | |
| Message | No | The message or question from the customer, saved to notes on the lead |
| Lead Date/Time | Yes | This is the date and time of the lead. We require a Unix timestamp for it. See the Zapier timestamp values below |
| Event Duration | Yes | Default: 1. The customer event duration in hours. If a simple lead form, you can put any decimal value here or take the default of 1 |
| Postal Code | Yes | The customer postal or zip code for the lead. You can use your company's postal code if you aren't gathering it from your customer |
| Item Names | Yes | Default: Contact Form-1-0. We require an item that the customer is interested in. In the case of a simple lead, use any text, and we will create that item if it doesn't exist. Use the format "Item Name-Quantity-Price" |
| Tax Exempt | Yes | Default: No. Whether the customer is tax exempt or not. Not relevant for simple lead entry |
| Location | No | Default: 0. If you are using a multi-location account, use this ID to make sure the lead is created in the appropriate location. A zero can be used if you are not using a multi-location account |
Zapier Timestamp Values
The following Zapier values put in a timestamp of when the Zap runs:
| Value | What it gives you |
|---|---|
| {{zap_meta_timestamp}} | Unix timestamp |
| {{zap_meta_est_iso}}, {{zap_meta_edt_iso}} | ISO-8601 format for Eastern Standard Time (EST) and Eastern Daylight Time (EDT) |
| {{zap_meta_cst_iso}}, {{zap_meta_cdt_iso}} | ISO-8601 format for Central time (CST and CDT) |
| {{zap_meta_mst_iso}}, {{zap_meta_mdt_iso}} | ISO-8601 format for Mountain time (MST and MDT) |
| {{zap_meta_pst_iso}}, {{zap_meta_pdt_iso}} | ISO-8601 format for Pacific time (PST and PDT) |
Create/Update Lead
Below is a list of all possible fields when creating or updating a lead through a Zapier action.
Required Fields
| Field | Description |
|---|---|
| Date | The date the lead came in. The format must match your account date format setting on Settings > Preferences > Account Details |
| Time | Default: 12:00pm. Time the lead came in |
| Postal Code | The customer postal or zip code for the lead. You can use your company's postal code if you aren't gathering it from your customer |
| Item Names | Default: Contact Form-1-0. We require an item that the customer is interested in. In the case of a simple lead, use any text, and we will create that item if it doesn't exist. Use the format "Item Name-Qty-Price:Option Name-Qty-Price|Next Item-Qty-Price" |
| Tax Exempt | Whether the customer is tax exempt or not. Not relevant for simple lead entry |
| Event Duration | Default: 1. The customer event duration in hours. If a simple lead form, you can put any decimal value here or take the default of 1 |
| Location ID | Default: 0. If you are using a multi-location account, use this ID to make sure the lead is created in the appropriate location. A zero can be used if you are not using a multi-location account |
Customer Fields
| Field | Description |
|---|---|
| Name | Name of the customer |
| Mobile Phone | Customer phone number, saved in the cell phone field. We will format this if we can. You can send numbers only |
| Customer email address | |
| Customer ID | If you want to link this lead to a specific customer and update their information, you can do that by supplying the customer ID. Otherwise, we will attempt to match or create a new customer record |
| Organization | The customer's company or organization |
| Customer Street, Customer City, Customer Zip | The customer's address |
| Customer State | We require 2 letter abbreviations for US accounts. For international accounts, abbreviations are encouraged but not required |
| Customer Country | We generally use 2 letter country abbreviations |
| Customer Home Phone | Customer phone number, saved in the home phone field. We will format this if we can. You can send numbers only |
| Customer Work Phone | Customer phone number, saved in the office phone field. We will format this if we can. You can send numbers only |
| Customer Fax | Customer fax number, used in the fax field. We will format this number, so you can send numbers only |
| Customer Tags | Comma delimited tags that you would like attached to a customer |
| Clear Customer Tags | We can clear tags on a customer when saving if you would like |
| Customer Type | This should match one of the customer types you've defined in your account |
| Customer Notes | These notes travel with the customer, not the lead, and are generally private |
Event Fields
| Field | Description |
|---|---|
| Message | The message or question from the customer, saved to notes on the lead |
| Start Time Stamp | This is a Unix timestamp that, when set, will override the Date and Time fields. Because Zapier doesn't allow us to require either Date/Time or Start Time Stamp, you will have to enter date and time values as well as this value if you are using it |
| Event Name, Venue Name | Name of the event and of the venue |
| Event Street, Event City, Event County | The event address |
| Event State | We require 2 letter abbreviations for US accounts. For international accounts, abbreviations are encouraged but not required |
| Event Country | We generally use 2 letter abbreviations for this field |
| Venue Contact | Most will use this for a phone number, but it can contain other text |
| Surface | It is best to match one of the surfaces you have set in your account |
| Delivery Type | It is best to match one of the delivery types you have set in your account |
| Number of Guests | This field can be used for other data |
| Sales Rep ID | If you want to assign a sales rep, you can put their ID in this field |
| Referral | It is best to match one of the referrals you have set in your account |
| Additional Notes 1, Additional Notes 2 | These notes are saved with the lead |
| Venue Notes | These notes are saved with the venue |
| Lead Status | You can set a lead status. It should match the statuses available in your account. If you do not, we use your account settings to determine a status |
Pricing Fields
| Field | Description |
|---|---|
| Calculate Prices | If you do not want us to use your settings to calculate prices, set to 0 or false. If you do, we save only what you send. You must pass prices in if you choose this |
| Calculate Line Items | If you do not want us to use your settings to calculate line items other than rentals, set to 0 or false. If you do, we save only what you send. You must pass prices in if you choose this |
| Staff Cost, Distance Charge, Surface Fee, Delivery Method Fee | Used to set prices for common fees |
| Coupon Code | A coupon code to apply to the lead |
| Coupon Amount | If not requesting us to calculate prices, you can send a coupon amount to use when sending a Coupon Code |
| Fee ID | Use this to add a fee by ID |
| Fee Amount | Use with Fee ID to set an amount for the selected fee |
| Admin Adjustment | Use this to adjust the total of the lead via the admin discount value |
| Tax Rate | We will apply the appropriate tax rate when we have address information. You can override by sending the rate |
| Sales Tax | Mostly used when updating or sending a lead that you have calculated all values for |