Using Our Template
Zapier has the ability to share zap templates so you don't have to build it out from scratch. After signing up for a Zapier account, click this link to copy this zap into your account, where you can then finish setting it up with your LeadSimple and Lob/bulk mailing company (referred to as mailer throughout this article) accounts:
Building your Zap
Here's a quick outline of the process we're going to follow to build this zap today:
Sign up for a Zapier account (if you haven't already)
Create and name your Zap
Add the trigger app, LeadSimple (Process Changes Stage)
Connect your LeadSimple account
Add a filter: Only Continue If
Add the connected app, Lob/mailer (Send Postcard)
Connect your Lob/mailer account
Test & Review
Set your zap live
Step 1: Create your own Zap and Choose Trigger
Add the trigger app, LeadSimple (Process Changes Stage OR Lead Changes Stage)
The first step is selecting what app will trigger the Zap. If not already present, choose LeadSimple with the action “Process Stage Change” or "Lead Changes Stage". Choose your LeadSimple account. (If it is your first time connecting to LeadSimple, follow these instructions to find your API Key.)
After connecting LeadSimple, we need to set up what task triggers the creation of the Lob/mailer.
Create a test process with a test owner and/or tenant in the process that you want to trigger Lob/mailer app. In order to set up the trigger stage, you must move the process to the stage you want to be a trigger. Work through the process with the test data. Once you change the stage that you want to trigger the Zap, return to Zapier. For example, a “Upcoming” stage.
Click refresh, to pull in the most recently completed tasks. You should find your “Upcoming” process at the top leads/processes. The description should match the stage you changed to. Select the stage as a trigger.
Click continue and then test & continue.
Step 2: Add a filter: Only Continue If
Add a filter task, only continue if....
In the “Only continue if'' filter, choose LeadSimple 1. Stage Name, then select (Text) Contains, and enter the exact wording of the stage (in this case, Upcoming.)
Click Continue and make sure the Zap would have continued. If not, change the description to match.
Step 3: Send Postcard in Lob/mailer
Connect your Lob/mailer account. Here’s how to create your own templates: https://www.lob.com/guides. Then add your previously made Postcard to Zapier.
And there you go!
Remember you can always make updates to your zap later on as well.
(If you have any trouble setting up this zap or have suggestions for other zaps you would like to see tutorials on, let us know using the chatbox in the right corner or reach out to firstname.lastname@example.org.)