Keeping track of your analytics and invoicing while growing is easy when you pair Lead Revealer with Square.
How to integrate Square with Lead Revealer
Integrating Lead Revealer with Square is easy;
- Sign up or sign in to Zapier.
- Start creating a Zap and search for Lead Revealer.
You’ll need an invite from your Customer Success Manager to access the app. This will be delivered during your onboarding.
- Select your trigger event.
- Link your Lead Revealer account by selecting ‘Connect a new account’ and entering your API key and Unique Portal ID (supplied by Lead Revealer).
- Turn on your Zap.
Voila! Leads will now start appearing in Insightly.
What you’ll need
- Lead Revealer Essentials
Zapier allows you to connect the mobile and desktop apps you use every day to automate tasks and save time. You can connect Lead Revealer with 1,000s of integrated apps. It’s quick and easy to set up – so get started today.