WelcomeHome has created a custom integration with Zapier which will allow you to push new leads to WelcomeHome via our API without having to set up the API integration!
1. Create a Zapier Pro account
2. Navigate to this link: https://zapier.com/developer/public-invite/109873/63d16b506e8522e541e7c6b7d8af6720/
4. Click "Accept Invite & Build a Zap"
4. Search for the app that you would like to connect with WelcomeHome and then select the trigger that will prompt to create a new lead in WelcomeHome. You may need to log into the app that you are connecting with WelcomeHome.
Example Trigger: New Form Submission
5. Once you've set up the "Event" and "Trigger", an example form should pull into the Test Trigger. This will pull in the form fields to map over to WelcomeHome.
6. Click "Continue"
7. Add the next step, which should be an Action. Search for WelcomeHome in the app search bar and select the action "Create Prospect".
8. Choose the WelcomeHome account to connect. When you click to connect a new account, you will see a pop-up screen that asks for the API Token which is provided by WelcomeHome. If you don't have your API token, reach out to support@welcomehomesoftware.com
9. Click "Yes, Continue" to set up the action.
10. Insert the community ID into the first field (this can be found in your community set up).
11. Click into the other prospect fields to select which fields from your form map to the WelcomeHome fields.
12. Click continue and send a test lead to WelcomeHome. If successful, you are good to go and can turn your zap on!