Let's Integrate Outside Lead Sources Into REI BlackBook 

You can integrate third-party lead sources into your REI BlackBook account.

We are using Zapier in this example, but there are multiple solutions that provide similar services. We always encourage integrating directly with the native application if they support webhooks.

Note:

To use this support article, you need to:

1. Have a Zapier account and subscription.
2. Have a webform already created in your REI BlackBook account.
3. Make sure your third-party app is already integrated with Zapier.

In order to complete the steps in the support article, please use Google Chrome as your web browser. 

 

Objectives

In this support article, you will learn step-by-step how to integrate outside lead sources and an REI BlackBook webform with Zapier.

 

Steps

1. Log in to your Zapier account.

 

 

2. Click on Zaps and select the zap connected to the 3rd-party app.  

 

3. Click on the search box under Choose App & Event and type in Webhook.

Then, click on Webhooks by Zapier. 

 

 

4. Next, click on Post. 

 

 

Then, click on Continue.

 

 

5. Open a new web browser tab, and log in to your REI BlackBook account. 

Then, click on Web Tools located at the top of your dashboard menu. In the drop-down menu, click on Webforms.

 

 

6. You will be directed to your webform builder. Click on your webform that you are using. 

 

 

7. You will be directed to edit your webform. Under (Optional) Get Code, click on Preview Webform. 

 

 

8. Then, you will be directed to a preview of your webform. At the top of your web browser, highlight and copy the URL. 

 

 

9. Go back to your Zapier web browser tab. Under Customize Request and URL, click on the box and paste the URL that you copied from your webform. 

 

 

10. Then, click on Form under Payload Type.

 

 

 A data box should appear underneath.

 

11. Go back to your preview webform in your REI BlackBook account.

Right click on either Name, Email or Phone boxes. In this case, we right clicked on Name.

Then, click on inspect.

 

 

12. A bottom box will appear with code. Locate the input of your name box and copy the f_#######.   

 Note: If the form is ever updated the integration will stop working since the field ids will change.

 

13. Paste the information into the data field in your Zapier account.  

 

 

14. Click on the box next to Data. In the drop-down menu, click on Name. You should see the content that is in your 3rd-party app.

 

 

15. To add more fields for the rest of your webform, click on the plus sign located on the right-hand side.

 

 

16. Repeat Steps 22-25 to enter the rest of your webform into Zapier.

 

 

When you are finished, click on Continue. 

 

 

17. You will be directed to a new page. If the information is corrected, click on Test & Preview.

 

 

Then, this will appear on your screen.

 

 

18. Go back to your REI BlackBook account. Click on Contacts located at the top of your dashboard menu.

 

 

19. You will be directed to your contact management system. You will be able to see your newly added contacts.  

 

 

Click on your contact's name to view their contact record.

 

 

Thank You!

We appreciate you taking the time to learn how to integrate outside lead sources into your REI BlackBook account! For questions, contact us at support@reiblackbook.com. 

 

Next Read

To get started with Zapier Email Parser, click here.