Zapier: Send Leads from MyStudio to Another Platform

Easily send new leads or updates to leads from MyStudio to other platforms.

 

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 sending leads through Zapier

• The trigger is where leads enter.
• The action is where leads are going.
• To send less than 300 leads per day from MyStudio, you will need a catch hook webhook trigger and a selected platform action.
• To send more than 300 leads per day from MyStudio, you will need a retrieve poll webhook trigger and a selected platform 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 MyStudio into another platform?

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

 

 

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 send leads from MyStudio to another platform 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 (MyStudio webhook)

• Select “webhook” as the trigger. A trigger is where the leads are coming from.
• Fill out the steps on the right.
  • Setup trigger event:
    • Select “catch hook” if you are expecting less than 300 leads per day.
    • Select “retrieve poll” if you are expecting more than 300 leads per day.
  • Configure: This is an optional field if you only want specific data transferred.
  • Test: copy the webhook URL
• Open a new tab and login to your MyStudio account.
• Go to the integrations (the grid icon) > Zapier integrations.
• Under “send leads to other platforms” click “add trigger.”
• Choose the same setup trigger event type that you selected in Zapier:
  • Select “catch hook” if you are expecting less than 300 leads per day.
  • Select “retrieve poll” if you are expecting more than 300 leads per day.
• Add a name for the connection and paste the webhook URL you had copied from Zapier.
• Select whether you would like to just add new leads, update leads or both, then complete. 
  • “Add lead” means that new leads in MyStudio will transfer to the other platform.
  • “Update leads” means that updates you make in MyStudio, such as contact info, will update in the other platform.
• Click “send sample.”
• Go back to your Zapier account and click “test trigger” to ensure it’s connected properly. You can see the example info transferred by clicking on a request drop-down.

Step 3: Set up the action

• Click “action” from the main zap setup. The action tells Zapier where the leads are going to.
• Select the platform you are sending leads to.
• You will then be asked to login to that account and fill out the necessary information according to that platform’s requirements.

Step 4: Turn on zap

• Once completed, turn on your zap.

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

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

• Setup trigger event:
  • Select “catch hook” if you are expecting less than 300 leads per day.
  • Select “retrieve poll” if you are expecting more than 300 leads per day.
• Configure: This is an optional field if you only want specific data transferred.
• Test: copy the webhook URL
• MyStudio: add the URL to MyStudio’s Zapier integration section.

 

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

The action should be the platform you are sending the leads to. 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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Where do I go in MyStudio to connect the Zapier URL?

• Login to your V1 MyStudio account.
• Under “send leads to other platforms” click “add trigger.”
• Choose the same setup trigger event type that you selected in Zapier:
  • Select “catch hook” if you are expecting less than 300 leads per day.
  • Select “retrieve poll” if you are expecting more than 300 leads per day.
• Add a name for the connection and paste the webhook URL you had copied from Zapier.
• Select whether you would like to just add new leads, update leads or both, then complete. 
  • “Add lead” means that new leads in MyStudio will transfer to the other platform.
  • “Update leads” means that updates you make in MyStudio, such as contact info, will update in the other platform.
• Click “send sample.”

 

 

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How do I get leads from a platform into MyStudio?

Check out our article here: Zapier: Get Leads from Another Platform into MyStudio

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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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