How to Setup Zapier

Use Zapier to pull your leads into HomeKeepr from a third-party application

We'll go over the basics of how to setup a simple Zapier connection. Please note that all integrations are different between applications so you may see different fields and views as you walk through this How-to!   

1. Go to Zapier.com and login to your account. 
   
   1. If you do not have an account, you can register for free through the same link.
   
   For the sake of ease, this document will be skipping the AI prompts you will see throughout the Zapier portal
   
   
2. Select [+ Create Zap]
   
3. Select [11. Trigger]
   
4. Search for your CRM, platform, or application you would like to pull your contacts from. 
   (NOTE: For this document I will be using Google Sheets)
   
5. Choose the event that you would like to Trigger the integration to bring over your contacts.
   (Note: All apps have different triggers so your options will most likely not be the same as Google Sheets shown here)
   
6. Once you have chosen your Trigger, select [Continue]
7. Under the Account section you will need to login to your selected app or platform and grant Zapier access. Then select [Continue]
8. Steps within the Trigger section will also be very specific to the app or platform you are pulling contacts from. 
9. For Google Sheets, it will look like this after I have chosen my Trigger parameters:
10. Once all of the Trigger options have been selected. Test your Trigger!
11. Resolve any errors it shows you then select [Continue...] to go to the next step
12. You should see a similar screen as before when selecting your Trigger, but now it will say "Change action" search for HomeKeepr and select it.
    
13. Under Event, choose whether you would like to Create an Agent or a Contact. (Most people will select Create a Contact) and click [Continue]
14. Now select the domain you use: HomeKeepr, Simply Home, or Simply Home BHGRE:
15. Once selected, press [Yes, Continue to..] and login to your HomeKeepr, Simply Home, or Simply Home BHGRE account to authorize Zapier to add contacts to your account. 
16. Select [Continue] once authenticated. 
17. The Actions step will also vary greatly depending on which application you have chose to sync with HomeKeepr. This is where you will map the data fields. For my Google Sheet, it looks like the screenshot below.
    NOTE: The only field required to bring over your contacts is the Email field. All other fields are optional and their may be more options for you to choose from than are necessary. Applications are built differently so you may notice a lot of options that are unused or named differently. 
    
18. Once everything has been mapped, select [Continue]
19. Select [Test Step]
20. Resolve any errors then select [Publish]

That's it!

If you ran into issues along the way within Zapier that are not covered in this doc, don't forget to utilize Zapier's Help Center , watch any of their helpful videos throughout their portal, or contact customer support to assist you. Our customer support agents will be limited with troubleshooting Zapier-specific issues, but are always available to help out as best they can. Thanks! 

-HomeKeepr Support Team