Zapier: Get Leads from Another Platform into MyStudio

Easily get new leads from another platform into MyStudio.

 

Table of contents

 

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Permissions and accessibility

Staff access:

• Admin: Full access
• Manager: No access
• Staff: No access

MyStudio plan restrictions:

• Not available for starter or legacy basic plans
  
  

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Third party pricing

You will need to pay for a Zapier Pro account and will be charged per zap according to their pricing. See Zapier’s pricing page here: Zapier Plans and Pricing.

 

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Key points for getting leads through Zapier

• The trigger is where leads enter.
• The action is where leads are going.
• To get less than 300 leads per day into MyStudio, you will need a platform trigger and a catch hook webhook action.
• To get more than 300 leads per day into MyStudio, you will need a platform trigger and a retrieve poll webhook action.
• Since this scenario requires a webhook, Zapier requires you to be on their pro plan.

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What do I need to transfer leads from one platform into MyStudio?

In order to transfer your leads from a platform into MyStudio, you will need:

• Mystudio’s growth or scale plan. 
  • This process gathers info from the integrations > Zapier section in MyStudio.
• A premium Zapier account. 
  • This process involves using webhooks in Zapier which is one of their premium features.

 

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Before continuing with setting up any Zapier integrations, please ensure your lead source list and program interest list is fully set up. To do this:

1. Go into your MyStudio V1 account.
2. Go to all customers > leads.
3. Go into the “settings” subsection.
4. Fill out all main possible lead sources.
5. Fill out all program interests. Program interests should match your program titles exactly.

 

Here is a picture of the section to look for in MyStudio:

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What are the main components of a Zapier integration?

Zapier uses “zaps” as connections between platforms. A zap consists of two components:

• Trigger: where the leads are coming from. In order to send leads from a platform into MyStudio, the trigger would be that original platform. If we were to send leads from MyStudio, we use Zapier’s “webhook” option.
• Action: where the leads are going. In order to send leads from a platform into MyStudio, we use Zapier’s “webhook” option. If we were sending leads from MyStudio to another platform, you would select the other platform as the action.

 

Other definitions to note:

When using the webhook as a trigger, you will come across two main trigger event options:

• Catch hook: this is selected when there will be less than 300 leads per day entering the system. This is an instant transfer.
• Retrieve poll: this is selected when there will be more than 300 leads per day entering the system. This takes some buffering time depending on how many leads there are.

 

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Can I use Zapier’s free account?

Transferring leads in or out of MyStudio requires Zapier’s “webhook” connection. This is a premium feature in Zapier, so you will be required to have Zapier’s Pro account. You will also be priced per zap according to Zapier’s pricing tiers. Please see Zapier’s pricing page for more details: Zapier Plans and Pricing.

 

 

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Full steps to get leads from another platform into MyStudio using Zapier

Step 1: Create a new zap in Zapier

• Create an account or login to Zapier.
• Click the orange “create” button from the menu on the left.
• Select “zaps.”

Step 2: Set up the trigger (where leads are coming from)

• Select the specific platform you are getting leads from as the trigger. A trigger is where the leads are coming from.
• Fill out the steps on the right.
  • Setup trigger event:
    • Sign into your account for the selected platform.
    • Choose the trigger event. Generally this would be something like “new form response” or “new lead” depending on the selected platform trigger.
  • Configure: Select the form that leads fill out from that platform.
  • Test: test the account connection.

Step 3: Set up the action (where leads are going to - MyStudio)

• Click “action” from the main zap setup. The action tells Zapier where the leads are going to.
• Select “webhook” as the action option.
• Fill out the steps to the right:
  • Setup action event: select “post” for the action event.
  • Configure: you will need to fill out the following fields:
    • URL: this is found in your MyStudio V1 account in the integrations section.
    • Form type: choose JSON
    • Data: Click “add value” and enter the following different values. The first value is the data info, and the second value is the connection to the proper field in the lead form. These field titles must match exactly, including capitalization and spacing.
      • "Buyer_first_name": choose the field from your lead form that matches buyer first name. Such as “John.”
      • "Buyer_last_name": choose the field from your lead form that matches buyer last name. Such as "Smith”
      • "Email": choose the field from your lead form that matches the lead email. Such as "jsmith@gmail.com"
      • "Phone": choose the field from your lead form that matches the lead phone number. Such as "123789458"
      • "Source": choose the field from your lead form that matches the lead source.
      • "Program_interest": choose the field from your lead form that matches the program interest. 

• • • Headers: located at the bottom
      • Title: enter “ZAPHEADERAPIKEY”
      • Header value: located in your MyStudio account > integrations > zapier integrations.

• • Test: test the account connection.

Step 4: Turn on zap

• Name and turn on the zap.

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What do I select as the trigger when setting up Zapier to send leads to MyStudio?

The trigger when getting leads into MyStudio should be the platform you are getting the leads from. This could be Google Ads, Facebook Pixel, Google docs, Mailchimp, etc. The full details you have to fill out for the trigger will be determined by the specific platform.

 

 

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What do I select as the action when setting up Zapier to send leads to MyStudio?

The action when getting leads into MyStudio is “webhook.” You will then need to fill out the following details:

1. Setup action event: select “post” for the action event.
2. Configure: you will need to fill out the following fields:

1. 1. URL:  this is found in your MyStudio V1 account in the integrations section.
   2. Form type: choose JSON
   3. Data: Click “add value” and enter the different values. The first value is the data info title, and the second value is the connection to the proper field in the lead form. These field titles must match exactly, including capitalization and spacing.
   4. Headers: located at the bottom
      1. Title: enter “ZAPHEADERAPIKEY”
      2. Header value: located in your MyStudio account > integrations > zapier integrations.

 

Here are picture examples of what this will look like:

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What data values do I have to enter when setting up Zapier to send leads to MyStudio?

The following data point values must be added in the configuration stage, and titles have to be added exactly as listed here:

1. "Buyer_first_name": choose the field from your lead form that matches buyer first name. Such as “John.”
2. "Buyer_last_name": choose the field from your lead form that matches buyer last name. Such as "Smith”
3. "Email": choose the field from your lead form that matches the lead email. Such as "jsmith@gmail.com"
4. "Phone": choose the field from your lead form that matches the lead phone number. Such as "123789458"
5. "Source": choose the field from your lead form that matches the lead source.
6. "Program_interest": choose the field from your lead form that matches the program interest. 

Here is an image of what this looks like:

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Where do I find the configure URL for setting up Zapier to send leads to MyStudio?

The URL value can be found in your MyStudio V1 account:

• Go to integrations. This will default to the Zapier integrations page.
• The URL value will be found in the “get leads from other platforms” section, labeled as “Zapier action URL.”

 

 

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Where do I find the header value for setting up Zapier to send leads to MyStudio?

The header value can be found in your MyStudio V1 account:

• Go to integrations. This will default to the Zapier integrations page.
• The header value will be found in the “get leads from other platforms” section, labeled as “ZapHeaderAPIKey.”

 

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How do I send leads from MyStudio into another platform?

Check out our article here: Zapier: Send Leads from MyStudio to Another Platform

 

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Can I send out other information besides leads?

No, currently MyStudio only supports Zapier connections sending leads and lead information in and out of MyStudio.

 

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