Sending Leads via Zapier
Aiva integrates fully with Zapier so you can send in leads from any app that connects to Zapier into Aiva.
In this article, we talk about how to set up the Hire Aiva Zapier app. We will assume that you have already set up a Zap with a Trigger (ie. New Lead from Facebook, New Form Submission on Google Forms), this article will specifically focus on the the New Lead action in the Hire Aiva Zapier app.
Step 1: First you will need to accept the private invite to the Hire Aiva Zapier app. In a separate window, click on this link below to install the Hire Aiva Zapier App into your Zapier account:
Step 2: Scroll down and click on this button to install the Hire Aiva Zap to your Zapier account
Step 3: Return to your original Zap and click on the Add a Step button
Step 4: Now click on the Action/Search option
Step 5: Search for the Hire Aiva Zap under Choose an Action App like so:
Step 6: Select the New Lead action, then click Save + Continue:
Step 7: Zapier will ask you to connect your Hire Aiva account, click on Connect an Account
Step 8: In the popup window you should paste your Aiva Zapier API key so Zapier know which Aiva account to send leads into and click Yes, Continue
Step 9: Next, you will see your Aiva account show up, make sure it is selected and click Save + Continue
Step 10: Now you will need to fill in various fields for each component of a lead, below we have additional information on what each field means and how to set it up successfully.
Name - This is the lead's name and it is completely optional. While we recommend capturing the name whenever possible to personalize communication, it is not required.
NOTE: If you are capturing First and Last Name Separately, just include both the tags in there separated by a space
Email Address - This is the lead's email address and it is optional as well.
Phone Number - This is the lead's phone number and is a required field.
NOTE: If you expect that some leads might have a missing phone number, please add a + before the phone number
Lead Source - This is the name of the website or service you are generating your leads from. This is a required field and should be something descriptive like Facebook or SantaMonicaHomes.com to help you determine where this lead came from. Also, this field can be used to segment your leads in the Analytics dashboard.
Property Address - This is the property this lead is inquiring about or looking to sell. This is an optional field and only makes sense for buyers and sellers. Aiva will use this information to personalize communication with the lead.
Lead Type - This is the type of this lead. This is a required field and is necessary to clue in our team on the context to use for this lead. Aiva supports five types of leads:
- Buyer - someone looking to buy a home (eg. showing request, listing inquiry)
- Seller - someone looking to sell their home
- Website - buyer that signed up on your website or via Facebook (not associated with a specific property)
- Renter - someone looking to rent
- Mortgage - someone looking for home financing
Script - The script to use for this lead. Pick a script in your Aiva account that should be used to communicate with this lead. This is a required field and must be set.
Facebook Campaign Name - This is an optional field and is simply used for informational purposes for you to trace each lead back to the Facebook Campaign Name they were generated from.
Step 11: After you have filled out the Zap Template, click Continue
Step 12: You will be presented with a preview of your sample lead data that will be sent to Aiva, please double check that you have linked up all fields correctly
Step 13: Once you've verified the sample lead information, you should click on Skip Test (1) and then Finish (2)
Step 14: Now go ahead and turn on your Zap by sliding the OFF button into the ON position
You're all set! Your leads will now start flowing into Aiva.