Zapier Integration – Leverly

Connect Leverly to +4000 Apps

This guide assumes the following:

  • You have a Zapier account (at least a Basic plan).
  • You have a Leverly account.

Step-by-step guide

Begin by logging in to your Zapier Account

  1. Search for Leverly app in the Zapier App Directory:
    https://zapier.com/apps/leverly/integrations
  2. Click ‘Make a Zap with Leverly
  3. Choose your Trigger App
  4. Once you have completed the Trigger part of the Zap. You are now ready to create an ‘Action’ that occurs every time the trigger is actioned
  5. Select ‘Leverly‘ for the Action App and select the action ‘Create Call‘, then click ‘Save & Continue
  6. Connect your Leverly account using your username and API Key, test it and if successful, click ‘Save & Continue
    (Your username and API key can be found in your Leverly dashboard, under ‘integrations’.)
  7. On the next page, you want to map the information you collected from your trigger to our Leverly fields. At a minimum, you need to provide a phone number and tell us your account ID
  8. Once you have selected and mapped your desired lead data, click ‘Continue‘.
  9. This page shows you the example data you are sending to Leverly for a test. Click ‘Create and Continue‘ and Zapier will try to send a test call
  10. Click ‘Finish‘, Name your Zap and turn it on
  11. Congratulations, you have finished your Zap
  12. Notify hello@leverly.com about your accomplishment

See more Leverly integrations powered by Zapier.

Any questions? Get in touch with us using the chat icon at the bottom right part of the screen or email us at hello@leverly.com.

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