Accessing Your Contact and Leads Through Zapier

Accessing Your Contact and Leads Through Zapier

You are now able to access your ClientBAY contacts and leads through Zapier.  You can create new contacts in ClientBAY from other Zapier-connected apps, or send your ClientBAY contacts to other platforms using Zapier. 

Step 1: Create a Zapier Account.
In order to access and use Zapier with your ClientBAY account, you must first have a Zapier Account. If you do not already have one, you can sign up for free by following the steps in this Zapier Article.

Step 2: Developer Invite.
Visit the following link to access the ClientBAY Zapier Integration
Click Accept Invite and Build Zap to continue setting up your integration integration.
Step 3: Create an API Key
You will need to generate an API Key in ClientBAY. You can do so by following these simple steps.
Alert
For any Zapier issues or questions - please reach out to Zapier Support at https://zapier.com/l/support

    • Related Articles

    • Leads

      What is a lead? A lead is a contact coming into your CRM from an outside source. Leads can come from agent websites, open house sign-in sheets, or you can forward in leads using your forwarding lead address. To forward outside leads directly into ...

    • Exporting Contacts and Leads

      You have the ability to export your contacts and leads out of ClientBAY. Please note that exporting your contacts and leads does not delete them from ClientBAY. To start, go to your main contact dashboard by selecting your Contacts tab on the left ...

    • Creating and Utilizing Tags (Previously Known As Contact Types)

      Tags (previously known as Contact Types) are a great way to keep your contacts and leads organized. You are easily able to create and add multiple Tags to a contact or lead and they come in useful when it comes to sending out eMarketing from the ...

    • ADMIN: How do I get leads from lead router to ClientBAY?

      Getting leads from lead router into ClientBAY. Step 1: Get your lead email address If you are a broker, your leads email address will be leads@officedomain.com The officedomain is the domain you go to to log into ClientBAY. If you are an agent, your ...

    • ADMIN: Contact and Lead Action Plans

      A Contact and Leads Action Plan is an Action Plan that you can attach to Contacts and Leads. Action Plans are a series of events, automated emails, follow-up requests, etc., that will help your agents keep track of everything they need to do for a ...