The B2B Rocket integration with Zapier allows you to automate workflows by syncing your B2B Rocket leads with thousands of other apps supported by Zapier. This is particularly useful for managing your leads, ensuring seamless data flow between B2B Rocket and your preferred tools like CRMs, email marketing platforms, and more.
Getting Started
Follow these step-by-step instructions to connect your B2B Rocket account with Zapier:
Login to B2B Rocket
Open a new browser tab and navigate to the B2B Rocket User Portal.
Access the Integration Settings
Navigate to the "Settings" section on your dashboard.
Select "Integrations" from the available options.
Enable the Zapier Integration
Find the Zapier integration option and toggle it to ON.
After enabling, you'll be provided with an API Key. Copy this key as you’ll need it later during the setup in Zapier.
Login to Zapier
Open a new tab and log in to your Zapier account. If you don't have one yet, create an account on Zapier.
Create a New Zap
Once logged in, click on the “Create a Zap” button.
Zap Starting Point
Click on the 1st trigger step, search B2B Rocket from the search bar and select it.
Enter Your API Key
Click on the B2B Rocket trigger and a menu will appear on the right-side of your screen. Click on the account box to add your B2B Rocket account.
Enter the email address of your primary B2B Rocket account in the first box.
In the next box, paste the API Key you copied from B2B Rocket. This connects Zapier with B2B Rocket.
Set Up Your Workflow (Zap)
After connecting, you can now create workflows (called Zaps) to automate tasks. For example, you can choose to sync your B2B Rocket leads with other apps, like your CRM, email platform, or a spreadsheet.
Popular Use Cases
One of the most common uses of this integration is syncing leads from B2B Rocket directly to your CRM system, ensuring that your sales team has access to up-to-date lead information.
But there are countless other ways you can automate lead management, such as:
Adding new leads to an email marketing list (Mailchimp, ActiveCampaign, etc.)
Sending lead data to a project management tool (Trello, Asana, etc.)
Storing lead information in a Google Sheet for reporting and analysis.
Conclusion
With the Zapier integration, you can automate repetitive tasks and streamline lead management. By connecting B2B Rocket with your favorite apps, you’ll ensure a smooth flow of data, making your lead management more efficient.
If you run into any issues during setup or have questions about customizing your workflows, feel free to reach out to our support team. We're here to help!