Though HeyLibby includes a CRM where you can view and manage your leads, you may already have an existing system you want to use.
With HeyLibby, you can have your leads automatically sent to virtually any program (Google sheet, Salesforce, etc.).
Here are the high level steps to connect HeyLibby to your existing tools. Note if you have any questions or feedback, you can email us at email@example.com.
We enable integrations through Zapier, a 3rd party service that connects HeyLibby to thousands of programs.
You can sign up for free for Zapier here.
You should see an image like the following. Click on it to choose an application.
Follow the next steps on Zapier, and after you connnect your account, you will need to enter in your API Key.
You can get your API key on this page.
For example, if you want to send all of your leads to a Google Sheet, you would choose Google Sheets and then select the event to create a new row.
See example below where we matched the id and the name fields.
At this point, your integration will be complete and your system will start getting leads (ones where the customer provides either their email or phone number.)
If you have any questions or feedback, or just want help setting up your integration, you can email us at firstname.lastname@example.org.