Zapier

If you use any CRM other than Affinity we recommend using Zapier to set up an integration to push liked Signals to CRM. The setup will vary depending on your exact CRM capabilities but you can follow this guide for the basic steps.

Part 1: Setting up to create a custom integration

1. Create a Zapier account with your work email

2. Create an API Token on Landscape by following these instructions. Remember to write down the API Token as it is needed to authenticate your Landscape Account on Zapier

3. Now head to the following link - this is an invitation to use our Zapier integration

   Zapier Integration Invite

4. Accept the invitation. Now our integration has been added to your Zapier account

Part 2: Creating a custom integration

Follow the steps below to set up your Zap.

1. Click on Create Zap

1. Click on Trigger

1. Type "signals"

1. Click on Landscape Signals. This is where you have to add the API Token you previously save

1. Click on Event

1. Choose Saved Signal

1. Click on Continue and then choose your account

1. Click on Test trigger

1. You should have a selection of records pulled by Zapier

1. Click on Continue with selected record

1. The next step will focus on the action that occurs and will be customised to your CRM. For example if you use Airtable search for it and select Airtable

1. The event will be customised to the way your CRM is set up

1. The goal is to create a new record when a lead is saved in Signals. For Airtable this is 'Create Record'

1. The following steps should allow you to map over fields such as 'Linkedin' and 'Description' but will depend on your CRM capabilities. If you need extra support feel free to reach out!