Getting Started with Zapier

Getting Started with Zapier

To use the Buying Buddy Zapier app, complete the steps below. 1. Create a Zapier Account Create your account on Zapier. They have a free basic plan and more advanced and paid options - see Zapier Pricing.  2. Request the … Continued
Buying Buddy as a Zap Action

Buying Buddy as a Zap Action

An Action is what the Zap does after it starts. For example, add a lead to your Buying Buddy account or add a note to an existing Buying Buddy lead. To use Zapier to do something in Buying Buddy, you … Continued
Archiving Leads

Archiving Leads

What do you do with leads that you're done with now, but still want to keep? ...You archive them! Archiving a lead will remove the lead from your summary view BUT WILL NOT REMOVE THE LEAD FROM THE DATABASE. Archived … Continued
Buying Buddy as a Zap Trigger

Buying Buddy as a Zap Trigger

This trigger will start the Zap when a New Lead is added to your Buying Buddy account. The only Zap Trigger available with the Buying Buddy app is New Lead. To use Buying Buddy as a Trigger, complete the steps … Continued