Create a new Zap

1. Sign in to your account and go to My Zaps.

2. Click Create and select New Zap.

3. Select the trigger source (such as Facebook Lead Ads, if you want to sync leads from Facebook) and select the correct trigger event and form if necessary.

4. Change Action to Webhooks by Zapier.

5. Change Action event to POST and click Continue.

6. Set URL to the desired Estatebud API endpoint, such as https://v1.estatebud.com/v1/newDeal?pipeline_id=x&stage_id=y. Make sure to change the pipeline_id and stage_id to values that reflect your configuration. Please refer to the API documentation for a comprehensive documentation of all available endpoints.

7. Set Payload Type to json.

8. Modify the Data parameters to populate data from the selected trigger source. Only the required fields are necessary, but we recommend to populate all the data you have available. Please refer to the API documentation for a comprehensive documentation of the payload.
   name (required) = The name of the lead.
   email (required) = Lead email address.
   phone = Lead phone number.
   mobile = Lead mobile number.
   note = A note attached to the deal.
   title = A title of the deal.
   value = The anticipated value or budget of the lead.
   currency = The currency of the value (defaults to your account settings).
   property_id = Comma-separated list of property IDs, if applicable.

9. Make sure Wrap Request In Array is set to No.

10. Generate an API key from Estatebud via Admin → Integrations → API, use a helpful reference like "Zapier" to remember where the key is used. Add your API key as Basic Auth, prefixed by Bearer. Example: Bearer E3FYHCST3DTFQXKOPKPGLQMEIFQKNHL6.

11. Press continue to test the Zap to make sure data flows correctly, with the expected records being created in your CRM. Make sure your Zap is activated, so that it continues to synchronize data after you have completed the test procedure.