Connect Scan2Lead with Zapier
Zapier is a platform to integrate Scan2Lead with up to 5.000 apps and systems. It enables you to easily create a workflow (Zap) to receive your leads from Scan2Lead in close real-time and forward it to your system.
Its possible to simply fill a mailing list or make complex inserts/updates in your CRM system.
The Scan2Lead Connector for Zapier will send each visitor record to Zapier and triggers the ZAP you configured. This will happen each time you Create (Scan a Badge/Ticket or Business Card), Update or Delete a visitor record.
To use Zapier with Scan2Lead you need a Scan2Lead Connector - License and a Zapier account.
- Connector License
We offer trial licenses to test the connection with your system. To get a license please contact our sales team via email: Contact@Scan2Lead.com or call them at +49 89 444433 111.
- Zapier Account
To signup for a Zapier account go to this pages: https://zapier.com/sign-up
To test the Connection with Zapier use a 'Free Account'. For professional use we recommend to subscribe a Professional plan. https://zapier.com/app/pricing
Zapier fees are not covered by the Scan2Lead Connector License.
- Get your API-Key
Copy the displayed API-Key for later use
Login to Zapier and select ‘Create Zap’.
Open the login page at Zapier: https://zapier.com/app/login
The main pages opens, click in the orange '+ Create Zap' button in the left menu.
The editor for your new Zap will open.
Add a Scan2Lead Action as the Zap Trigger
Search for Scan2Lead in the Trigger window and select Scan2Lead from the search result.
Choose ‘Visitor Scanned’ Trigger
The Trigger window will switch to Edit mode. You have to select an event. Click on 'Choose an event' and then select 'Visitor Scanned'. Click on the blue 'Continue' Button which appears.
Create/Choose an Account
Now you have to connect the new Zap to Scan2Lead.
Click on 'Choose Account'. If you have already connected one or more Scan2Lead Accounts they will be displayed.
To connect a new Scan2Lead Account click on '+ Connect a new account'. A new browser window will open.
Copy the API-Key from 2. into the text field and click on 'Yes, Continue'.
After the API-Key is successfully verified this browser window will be closed and you are back in the Edit Trigger page.
Select the Account and Test trigger
Your new Account will be displayed and is selected. Click on 'Continue'.
Click on the 'Test Trigger' button. Zapier will test the connection to Scan2Lead and load some sample data which will help you assigning fields in the Action part of your ZAP.
Review Test Data
After loading test records from Scan2Lead they will be displayed. You can scroll down to see all available fields Scan2Lead sends to Zapier.
Finish the Scan2Lead part in your ZAP
By clicking on 'Continue' the connection with Scan2Lead is configured.
Create an Action
After finishing the Scan2Lead part you have the configure the Action you want to execute when you ZAP receives a record von Scan2Lead. This where you have to configure the target system where you want to send the Scan2Lead data to.
We will give you a short example on how to send the records you received from Scan2Lead to a mailing list in Mailchimp.
After finished the Scan2Lead connection the first Action editor will open. Search for MailChimp and select it.
Select a Mailchimp Event
From the list of Events select 'Add/Update Subscriber' and click 'Continue'
Connect to Mailchimp
As you connected Scan2Lead with Zapier you have to connect Zapier with Mailchimp.
Click on 'Choose an account', if you have already a connection to Mailchimp this can be selected here.
Or click on '+ Connect a new account'.
A new browser window will open where you have to enter your Mailchimp username and password an authorize Zapier to connect to Mailchimp.
Setup the Action in detail
After you clicked on Continue the 'Set up action' will open.
In Mailchimp you have to select a Audience which is a kind of mailing list where you want to import the Scan2Lead record.
After that you have to map the Scan2Lead fields to each Mailchimp field.
Just click on the field and a 'Insert Data ... ' menu will open.
The search field below lets you search for all available fields from Scan2Lead, e.g. type 'email' to filter for email addresses: Assign fields
Repeat this for each field you want to have filled with data from Scan2Lead:
Finish and Test
After you finished assigning the fields scroll down to the bottom of this form and click on 'Test + Continue'. Zapier will test the connection to Mailchimp and sends some sample data.
After the connection to Mailchimp has been tested successfully you can publish the ZAP.
Click on 'Publish Zap'. A new window will pop up and ask you to 'Publish' the Zap an turn it on.
Test the Connection/Zap
Best way to test the Connection to Scan2Lead an you Zap is to scan a visitors badge or a business card in the Scan2Lead SMART app.
After you scanned a visitors badge it should trigger you Zap by sending visitors data to it.
How do I modify the Lead Form?
Using the Scan2Lead PORTAL you will find 'Configuration' - 'Lead Form' to verify the existing lead form. A standard lead form as listed below, is the starting point for your modifications. Note: Modifying questions and answers influences already ...
Can I copy a lead form used at a previous exhibition?
In order to copy an existing lead form within the same Scan2Lead PORTAL (same email address) login with your credentials at the Scan2Lead PORTAL select menu Configuration and click Lead form click the Import / Export Button on the left side select ...
Is it possible to integrate Scan2Lead with our own lead-system?
If you are using your own lead-system to capture visitor data by scanning barcodes from the visitor badges, Scan2Lead offers a RESTful API for integration. A RESTful API (Application Programming Interface) is a programing interface, using ...
Can I use the Lead Form with Scan2Lead STATION?
Using the Scan2Lead STATION allows you to add the required lead form data to the visitor data directly at the screen. Click on the visitor from the list you want to edit choose the Lead Form tab (on the right) As soon as an answer is selected, or ...
Can I use the Lead Form with Scan2Lead COLLECT?
When you are capturing visitor data, using Scan2Lead COLLECT you are able to add Lead Form information by scanning barcodes from a printed Lead Form right after scanning the visitor badge. In the Scan2Lead PORTAL: go to Menu 'Configuration' - ...