Introduction

Leadtrekker now makes it possible to integrate a multitude of systems using the commercial middleware API platform called Zapier. Some of the more well-known integrations Zapier has to offer include (but are in no means limited to) Gmail, MailChimp, Trello, Google Sheets and much more!

In this section you will also find information on other topics, like using custom URL tracking to measure ROI of your marketing campaigns etc.

Integration Costs

Even though Zapier does offer one Zap (integration application) free of charge, some of it's more powerful integrations such as Facebook Lead Ads, Salesforce and Zoho integrations require a premium account at a monthly cost of $20 per month.

Let Us Handle Your Integrations

Leadtrekker can also offer these premium Zaps at a reduced fee of which the first month will include the integration Zap setup and configuration. Please Contact Us for more information should you be interested in a premium Zapier integration.

Leadtrekker Zapier API

At current, the Leadtrekker Zapier API only supports creating leads, which is after all the most common functionality required in order to get leads seamlessly into the system.

It is important to note that the Zapier Leadtrekker API works a little different to the standard Leadtrekker API, for example creating leads do not require the values to be base64 encoded.

Specific Examples

Because Zapier offers such a wide bouquet of integrations it won't really be practicle for us to show examples of what is possible with Zapier but we'll instead focus on providing a better understanding of how to apply any of the integrations available on Zapier as a Trigger which will then lead to an Action that creates the leads using the Leadtrekker Zapier API.

Which Zapier App/Action Should I Use?

For each of your Zapier Zaps you should pick the Webhooks by Zapier POST action.

Authentication

The Leadtrekker Zapier API implements client authentication in a much similar fasion than the standard Leadtrekker API. As with the standard Leadtrekker API a header called api_key with a value of the Leadtrekker account's API key should be included with each request.

The screenshot below shows an example of the required api_key header included with each Action.

Keep Your API Key Secure

Your API key should always be kept secret! If your API key gets into the wrong hands it could be used to access sensitive information on your Leadtrekker account. You can change your API key by contacting your Leadtrekker partner or contacting Leadtrekker support directly by sending an email to support[at]leadtrekker.com.

Locate Your API Key

You can follow these steps to locate your unique Leadtrekker API Key.

  1. Log into the main Leadtrekker System.
  2. Click on Settings from the main navigation and then select Account.
  3. Look for the section called Leadtrekker API.

Reserved Words and Custom Fields

The Leadtrekker Zapier API has a few reserved words that would typicall be used to populate specific values of a lead. The table below outlines these reserved words and their respective descriptions.

Custom Fields

Any field name (or key) with its specified value, that does not form part of the reserved words below, will be added to the lead as Custom Fields.

URL
https://system.leadtrekker.com/zapier/createlead
Reserved Words
Reserved Word Type Description Default
name String The name of the lead. Unkown
number String The contact number of the lead. 0000000000
email String The email address of the lead. unknown@email.eml
sourceid Integer The source ID. 1
statusid Integer The status ID. 1 (Unknown)
confidence Integer The confidence level. 1 (Pending)
value Float The value of the lead. 0.00
expected_closing_date Date (YYYY-mm-dd) Expected closing date of the lead. 2022-12-31
company String Company name of the lead. -
notes String An optional note to add to the lead. -
interested_in String Wich service or product the lead seems interested in. -

Creating a Leadtrekker API Zap

Here is an example of how integrated a Gmail account with Leadtrekker. This example will check for new messages in a specific Gmail account's inbox and then create a lead with the respective values. In this example the email_body would typically be created as a custom field since the word email_body doesn't form part of the Reserved Words.

Marketing Campaign ROI Tracking

Leadtrekker's custom fields feature can easily be used to measure and track the effectiveness of digital marketing campaigns. It is important to understand that the logic behind the measuring of marketing campaigns is programmed into your website rather than within Leadtrekker itself. Leadtrekker merely provides the functionality to capture and report on the information it receives from your website when leads are created.

How Does it Work?

Leadtrekker's custom fields features makes use of a key/value pair data concept similar to a simple array in most programming languages.

Let's use the following URL as an example. You could typically use from a Facebook traffic ad when sending leads to a website or landing page.

https://your-web-site.com/index.php?utm_campaign=December2022&utm_source=Facebook&utm_content=carouselad001

In the example above we have added three different UTM (Urchin Tracking Module) parameters to our URL.

These are:

  1. utm_campaign (with a value of December2022)
  2. utm_source (with a value of Facebook)
  3. utm_content (with a value of carouselad001)

Track Any Parameters

You could potentially track any variables or parameters in your URLs. The tracking parameters don't necessarily have to be UTM variables but could also be something like the lead's age, location, IP address.

For example: https://your-web-site.com/index.php?age=31&location=South%20Africa&ip=18.232.127.73

Campaign URL Builder

To easily build URLs for any digital marketing campaign, you can make use the following Campaign URL Builder tool.

Adding the Logic to Your Website

Your website should be programmed to look for any variables in the URL.

An easy way to achieve this is to write all the variables or parameters into an array to later on pass along to Leadtrekker should a potential lead fill out any of the forms on the website.

Here is a small example of how this can be achieved using a few lines of PHP code:

                        
<?php
if( ! empty($_GET) )
{
  $_SESSION['custom_fields'] = array();

  foreach($_GET as $key => $value)
  {
    $_SESSION['custom_fields'][$key] = $value;
  }
}
?>

Track Parameters In a User's Session

We would advise that you create a session wide array to store your URL variables or parameters to ensure that they persist all throughout a user's session for as long as they stay on your site.

This will ensure that the variables are stored no matter which page a client visits and can be sent along when a lead is created even if the call to action on your ads did not land the lead on a form which is integrated with Leadtrekker.

Once all the variables or parameters are stored in a session wide array they can simply be passed onto Leadtrekker using the custom_fields array from the create lead API endpoint.

Once all the variables or parameters are stored as custom fields in Leadtrekker the custom field reporting tool can be used to measure lead acquisition and conversion based on any of the custom fields.