Connecting Zapier

The ClientTurn app for Zapier (listed as "Client Turn") works through a workspace API key. It can start a Zap when a lead arrives, look a lead up, and update one.

Add the app

1. 1Step 1: Add the Client Turn app to a Zap. While it is awaiting Zapier's public listing it is invite-only; workspaces are sent an invitation link by email after their first subscription payment. If you have not received one, contact support.
2. 2Step 2: When Zapier asks you to connect an account, paste an API key. Create one in Settings → Developer → New key (owners and admins only). See API overview and authentication.
3. 3Step 3: Give the key these permissions:
   • Read your business profile and status (business:read) — Zapier uses it to check the key when you connect.
   • Read your leads and their conversations (leads:read) — for the trigger and the search.
   • Create and update leads (leads:write) — only if you use the update action.

Zapier can only do what the key allows, checked on every call. Revoking the key in Settings → Developer disconnects every Zap using it immediately.

New Lead (trigger)

A polling trigger: it starts a Zap for each lead that has appeared in your workspace since Zapier last checked. Zapier checks on a schedule set by your Zapier plan, so treat it as near real time rather than instant. Use it to post new leads to a chat tool, log them to a spreadsheet, or start any Zap that reacts to a new enquiry.

Find Lead (search)

A search step for the middle of a Zap: give it an email, a phone number or a name and it returns the matching lead, if there is one. Use it to check whether someone is already a lead before deciding what to do next.

Update Lead (action)

Changes an existing lead's status or adds a note, given its lead ID, usually the ID a New Lead trigger or a Find Lead search returned earlier in the same Zap. It changes the record directly and does not restart follow-up on its own.

Sending contacts into ClientTurn from a Zap

The Client Turn app has no "create lead" action yet. Use Zapier's built-in Webhooks by Zapier action (a paid Zapier feature) instead, pointed at one of two places:

Use the API when the Zap is carrying a genuine enquiry (a form someone filled in). Use the inbound connection for contacts you have not yet decided to contact.

Related

• Webhooks, for instant notifications instead of polling
• Troubleshooting integrations

Screenshots