What information do we transfer using Zapier
We transfer various information to the CRM, giving the option to use either the default settings of the CRM or the information generated by Ownly.
Currently, there are two types of data sets that are transferred, "New Lead" and "New Home". It's important to keep in mind that the data provided is just an example and the actual information will be sent when the relevant event occurs.
New Lead is triggered when a customer converts without saving a home and includes the following information:
- First Name: John
- Last Name: Doe
- Email: john.doe.97@gmail.com
- Phone: 5463454568
- Capture URL: https://mywebsite.com/contact
- URL: https://theownly.io/admin/customers/5802
- Location: 2376 Panatella St LATER, Calgary, T3K 0M4, AB
New Home is triggered when a new home is saved by a contact and includes the following information:
- First Name: John
- Last Name: Doe
- Email: john.doe.45@gmail.com
- Phone: 5463454568
- Build Link: https://demo.theownly.io/builtHome/34d97gf
- Community: Savannah
- Model: The Harrington
- Product Type: Single Family
- CASL: true