Zapier unlocks connections with over 1,000+ popular web apps, including CRMs, spreadsheets, email platforms, communication tools, marketing software, and more. This integration empowers you to automate lead management, streamline data workflows, and eliminate repetitive tasks without writing a single line of code.

Whether you're looking to send new leads to a Salesforce campaign, trigger a lead entry on a Google sheet, or notify your team in Slack, Zapier's drag-and-drop workflow builder makes it easy.

Let’s get started 🚀

Step 1: Log in to your account and click the Account icon in the bottom-left sidebar.

Step 2: Select the Settings option to access the Account Details page.

Step 3: In the Settings page, click the Integrations tab at the top.

You’re now in the Integrations page, where you can connect CRMs, marketing platforms, and website tracking.

Activate the Zapier connection and get your API key for setup.

Step 1: In the Zapier Integration section, click the toggle switch on the top right to turn it ON.

Step 2: Click the copy icon to copy your Zapier API Key.

Set up a new Zap to connect your workflow between apps.

Step 1: Log in to your Zapier account and click on the Zap button from the “Start from scratch” section.

Step 2: Give your Zap a clear name, such as B2B Rocket Lead Access Integration.

Step 3: Click on the Trigger option.

Step 4: Search for the “B2B Rocket” application.

Step 5: Select the B2B Rocket app from the list of available apps.

Define what event inside the platform will start the workflow.

Step 1: Choose the Trigger event as “New Lead” when the new lead is generated.

Step 2: Connect the B2b Rocket account, if not connected. A new window will appear, prompting you to enter your B2B Rocket API key and Email Address.

Step 3: Once entered the email address and API key, click on the Yes, Continue to B2b Rocket button.

Step 4: Click on the Continue button.

Step 5: Click on the Test trigger button.

Step 6: Select the record or find new records and then click on the Continue with selected record button.

Choose where the data should go and what action should happen.

Step 1: Select your destination app (e.g., Google Sheets, Slack, CRM tool).

Step 2: Choose the Action event. Example: Create Spreadsheet Row (for Google Sheets).

Step 3: Click the Continue button.

Step 4: Configure the relevant spreadsheet fields. Map the incoming B2B Rocket lead data accordingly. Then click continue and test run the zap.

Step 5: Go back to your B2B Rocket dashboard and generate a new lead. If everything is set up correctly, your connected app (e.g., Google Sheets) will instantly reflect the new lead data automatically.