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 below.

  1. Click Make a Zap. You’ll see “When This Happens” at the top of the screen.
  2. Select the Buying Buddy app.
    Note You need to use Buying Buddy 1.0.0. (NOT 1.0.1)

    If you do not see it listed in Your Apps, you can search for it.
  3. Choose Your Trigger Event. The only option is New Lead.
  4. Click Continue.
    If you have not used a Buying Buddy Zap before, please see the Getting Started with Zapier support page to set up your Zapier Buying Buddy app.
  5. Choose Your Buying Buddy Account.
  6. Click Continue.
  7. Find Data. Click Test & Review or Test & Continue to test your Buying Buddy connection. This will pull in some sample data for you to use while building and testing your Zap.
  8. Pick one of the sample leads shown and click Done Editing at the bottom of this section.
  9. Set up your Actions. (“Do This…”)
    Your actions will use another app. For example, you would use the MailChimp app to send your Buying Buddy lead to MailChimp. Complete the steps in the actions app.
  10. Test and Save your Zap.  You'll have a chance to name your Zap in this step, too.

Good work!

BFG Support