Leads can come from many different places, once they land in you Payaca you know they won't be missed but the tricky part can be creating an automated process to ensure nothing is missed.
If the leads come from your website you should use one of Payaca's embedded lead capture forms for the most streamlined process, however, often these leads might come from online ads, lead generators (e.g. Bark) or you could design a simple process using a Google Sheet. This is one of the examples we walk through below.
If you're new to Zapier see our simple explanation of what it is and how it works.
Adding a new line to a Google Sheet creates a new proposal in Payaca
This is a nice one as you can simply paste a line of data in and it will appear in Payaca with all the necessary data. You don't have to follow this exactly but this is a nice starting point.
That's it, test it and turn it on!
Now all you need to do is add a new row of data to your Google Sheet and after a few minutes it will appear in Payaca. Clicking the history tab on the right will help you diagnose any issues.
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