Zapier Integration

Connect Readybuild with thousands of apps through Zapier to automate lead capture.

Choosing a Lead Capture Method

Zapier is one of three ways to capture leads. See Lead Intake Forms for a full comparison of all options.

Overview

Zapier is an automation platform that connects different web applications. The Readybuild-Zapier integration allows you to automatically send leads from various sources (website forms, chatbots, landing pages) directly into Readybuild's External Leads system.

Prerequisites

Before setting up the Zapier integration:

1. Zapier Account - Create a free or paid Zapier account at zapier.com
2. Website Form Integration - Your website form must be connected to Zapier
3. Readybuild Company ID - Contact Readybuild support to obtain your Company ID
4. Admin Access - You need administrator access in Readybuild

Connecting Your Website to Zapier

First, connect your website forms to Zapier. Here are guides for common website builders:

• Squarespace: Adding form integrations with Zapier
• Wix: Third-party apps - Zapier
• WordPress: Check the documentation for your specific form plugin (WPForms, Gravity Forms, Contact Form 7, etc.)

Setting Up the Readybuild Connection

Step 1: Accept the Zapier Invite

Click the following link to add Readybuild to your Zapier account:

Connect Readybuild to Zapier

Step 2: Create a New Zap

1. Log into your Zapier account
2. Click Create Zap
3. For the Trigger, select your website form app (e.g., Squarespace, Wix, Typeform)
4. Configure the trigger to fire when a new form submission is received

Step 3: Add Readybuild Action

1. For the Action, search for and select Readybuild
2. Choose Create External Lead as the action
3. Connect your Readybuild account when prompted

Step 4: Map Form Fields

Map your website form fields to the corresponding Readybuild fields:

Readybuild Field	Description	Required
full_name	Full name of the lead	Yes*
first_name	First name (if not using full_name)	Yes*
last_name	Last name (if not using full_name)	Yes*
email	Email address	Yes
phone_number	Phone number	Yes
address	Street address (house number and street)	No
city	City	No
state	Two-letter state code (e.g., CA, NY)	No
zip	ZIP code	No
notes	Additional notes or comments	No
company_id	Your Readybuild Company ID	Yes

*Use either full_name OR both first_name and last_name

Step 5: Optional Fields

You can also map these optional fields for better lead tracking:

Field	Description
source	Lead source (must match existing Source in Readybuild)
campaign	Marketing campaign (must match existing Campaign in Readybuild)
preferred_contact_method	Set to 'Email' or 'Phone'

Field Matching

The source and campaign field values must exactly match the names configured in Readybuild Settings. Work with your marketing team to ensure consistency.

Step 6: Test and Activate

1. Click Test to send a test lead to Readybuild
2. Verify the lead appears in Contacts > External Leads in Readybuild
3. If successful, turn on your Zap

Preferred Contact Method

If your form asks "How would you like to be contacted?", map this to the preferred_contact_method field:

• Set value to Email for email preference
• Set value to Phone for phone preference

When Phone is selected, Readybuild will prioritize the first phone number field provided.

Example Zap Configuration

Here's what a typical Zap looks like:

TRIGGER: Squarespace - New Form Submission
↓
ACTION: Readybuild - Create External Lead
  - full_name: {{Form: Name}}
  - email: {{Form: Email}}
  - phone_number: {{Form: Phone}}
  - address: {{Form: Address}}
  - city: {{Form: City}}
  - state: {{Form: State}}
  - zip: {{Form: Zip}}
  - notes: {{Form: Message}}
  - source: "Website"
  - company_id: "YOUR_COMPANY_ID"

Additional Fields

Any fields you send that aren't in the standard list above will be stored in the External Lead's Metadata. This allows you to capture custom form fields and view them when reviewing the lead in Readybuild.

Troubleshooting

Leads Not Appearing in Readybuild

1. Check Zap Status - Ensure your Zap is turned on
2. Review Zap History - Check for errors in Zapier's task history
3. Verify Company ID - Confirm you're using the correct Company ID
4. Check Required Fields - Ensure all required fields are mapped

Source/Campaign Not Mapping

If the source or campaign isn't being set correctly:

1. Verify the exact spelling matches your Readybuild settings
2. Check for extra spaces in the field values
3. Ensure the Source/Campaign is enabled in Readybuild

Duplicate Leads

If you're seeing duplicate leads:

1. Check if your Zap is triggering multiple times
2. Review your form settings for duplicate submission issues
3. Consider adding a filter in Zapier to prevent duplicates

Multi-Step Zaps

You can create more complex automations:

1. Lead Notification: Add an email or Slack notification when a lead is created
2. CRM Sync: Also send the lead to another CRM
3. Conditional Routing: Use Zapier filters to route different form submissions differently

Testing Your Integration

Before going live:

1. Submit a test form on your website
2. Check that the Zap triggers in Zapier
3. Verify the lead appears in Readybuild's External Leads
4. Confirm all field data transferred correctly
5. Test converting the lead to a project

Getting Your Company ID

To obtain your Readybuild Company ID:

1. Contact Readybuild support at [email protected]
2. Or ask your Readybuild Onboarding Consultant

Related Topics

• Lead Intake Forms Overview - Compare all lead capture methods
• External Leads API - Direct API integration for developers
• External Leads - Managing external leads in Readybuild
• Marketing Sources
• Marketing Campaigns