Wufoo Forms

1- Go to Zapier.com and Log in

2- Follow this link: zapier.com/zapbook/liondesk-crm/

3- On the "Create LionDesk CRM Contacts from new Wufoo entries" area, click "Use this Zap". This will lead you to a page detailing the zap. Click "Create this Zap".

4- Now to design the Zap trigger: create "New Entry" is already selected, click continue

5- Connect your Wufoo account and click "Save + Continue"

6- Select the form you want from Wufoo. Click Continue.

7- Finally, test your Wufoo connection. If properly connected, this page will appear. Click Continue.

8- Now onto the trigger steps: LionDesk CRM and "Create New Contact" will already be selected. Click Continue.

9- Connect your LionDesk account by entering your custom LionDesk API key. Click Continue.

To get your API key: 

10- Go to your Settings in LionDesk.

11- Go to "3rd Party Integrations"

12- Next to lead source you want click on the Button "Enable" to get the API Key and copy it and paste it in the designated spot in Zapier. 

 

13- The following page will list all information that Zapier will take from Wufoo and put into your LionDesk contacts.

14- Click Create & Continue. 

15- Finally, Click Enable! Now that your Zap is all set up, make sure to turn the Zap on.

All done!

 

**for information regarding where to place the API key or your unique LionDesk email in your lead source, please contact support of the lead source.**

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