Zapier is one service for all integrations, allowing setting up data transfers between all necessary systems in a few clicks.
Zapier supports over 200 applications, including RemOnline. So, you can connect RemOnline with various cloud services and automate your business processes.
For information on setting up and connecting RemOnline in Zapier, follow this link.
In this article, you'll learn how to configure a zap in Zapier to create a new Lead in RemOnline. We'll take Google Forms as an example, but you can also use Facebook Lead Ads, Instagram Lead Ads, Google Sheets, Typeform, etc.
Step 1. Find and connect Google Forms in Zapier.
Step 2: Create a new zap between Google Forms and RemOnline.
Click “Make a Zap”.
Add Trigger
In the “Trigger” field, choose Google Forms and specify the desired “Event”, for example, “New Form Response”. Then, click “Continue”.
Choose the connected Google Forms account and click “Continue”.
Set up Trigger
Choose the form from which you want to retrieve data. Click “Continue”.
Test Trigger. If the test was successful, click “Continue”.
Add Action
In the “Action” section, choose RemOnline and specify the desired “Event”, for example, “Create a Lead”. Click “Continue”.
Choose the connected RemOnline account and click “Continue”.
Set up Action
You choose the field from the lead form to which the information from Google Forms should be transferred. To do this, click on the field name and choose the required value.
There is one mandatory field (Lead type ID) and three optional fields (Manager ID, Location ID and Ad Campaign) in which you must specify the numeric ID.
There are two ways to find out the ID for this field.
1 method. View the ID through Inspect or Address Bar in the browser.
Go to the Settings > Locations page. Right-click and select Inspect from the context menu.
Choose the arrow in the upper left corner of Inspect in the Elements tab.
Select the needed location and click.
As a result, in the Elements tab, you will see the ID of this location.
To check precisely, put the cursor over the ID and make sure that the needed location is highlighted.
Similarly, you can find the values for the Manager ID and Engineer ID fields on the Settings > Employees page, and value for the Ad Campaign field on the Settings > Marketing page.
You can see the ID for the lead type in the browser address bar.
On the Settings > Forms editor > Leads page, select a lead type. After that, in the address bar you will see the digital ID for this lead type.
2 method. Get ID using API
The API documentation for RemOnline describes all available API methods.
The Leads > Company leads section describes the method for getting all types of leads with their IDs.
The Locations section describes a method for retrieving all the locations in your account with their IDs.
The Employees section describes a method for retrieving all the employees in your account with their IDs.
The Clients > Ad Campaigns section describes the method for getting all clients with their IDs.
After Set up Action, click “Continue”.
Step 3: Make an Action Test and Publish Zap.
If the test was successful and a Lead was created in your RemOnline account, click the “Publish Zap” button. Leads from Google Forms will now be automatically created in your RemOnline account.