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Automated Lead Delivery from Unbounce to PeerSpot via Zapier
Automated Lead Delivery from Unbounce to PeerSpot via Zapier
In order to push retargeting leads from our Unbounce account to our backend (so that our confirmers can further enrich the leads), we need to do the following in the Unbounce account:
1. Choose the relevant Unbounce page needs the integration.
Click Integrations / Powered by Zapier
2. Under “Available Zaps”, choose an existing zap which we’ll change later.
3. Name the zap at the top (to be consistent, we should add the vendor’s name + the asset name here, e.g. Cisco Duo - Zero Trust Guide for Higher ed CISOs)
First choose the Trigger section:
Under the Trigger/Account section, choose the following Unbounce account: Unbounce menachem+unbounce@itcentralstation.com.
Do not modify the Trigger section:
Click “Test Trigger” and then “Continue”.
4. You’ll be sent to the “Action” part of the Zap. Here, change the existing Zap to our ITCS zap. Click “Change”
Type “itcs” in the search bar, the ITCS apps should show up. Choose the first option- ITCS management (2.1.0)
Choose the event - this should be “New User and Retargeting Lead”:
5. Under the account section, choose the one with menachem webhook:
6. Under the Action section, select the correct data to the relevant field. The fields that should be used are as follows:
Full Name: [Form Data Full Name]
Company Email: [Form Data Business Email]
Company Name: [Form Data Company Name]
Vendor ID: Manually add here the ID of the given vendor (e.g.
Asset: [Page Name]
Lead Code: RET-vendorID-assetname (e.g. RET-7042-Zero_Trust_Guide_for_Higher_ed_CISOs)
7. Click on “Test” action - once we can see it gives us back “result: ok”, we can go ahead and publish the zap:
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