Settings with Zapier:

Step 1: Login Zapier.
Step 2: Click on "Make A Zap".

Step 3: Choose Click Funnel as App.

Step 4: Select New Contact Activity.

Step 5: Click on "Save" and "Continue".
Step 6: Select your Funnel Account and Click on "Continue". The name of the account depends on what you've named it and can vary.

Step 7: Select Funnel; leave Funnel Step as "All Funnel Steps". 

Step 8: Click on "Fetch" and "Continue".

Step 9: Search "Webhook" and "select".

Step 10: Select action as POST then "save" and "continue".

NOTE: Step 11-18 pictured below:

IMPORTANT: ****COMPANY NAME NEEDS TO MATCH COMPANY NAME EXACTLY AS IN EVERGENIUS!****

Step 11: Set URL as EverGenius REST API URL (https://app.evergenius.com/api/services/opportunity)

Step 12: Bind ALL values as shown in the picture.

Step 13: Add "newsletter_list" field and match it with the "Newsletter" so that all leads will populate in the Newsletter Email List in EverGenius automatically.

IMPORTANT: ****MAKE SURE THERE ISN'T AN EXTRA SPACE AFTER TYPING IN THE SOURCE OTHERWISE THE SOURCE WON'T SHOW IN EG!****

Step 14: Bind Question as "Question":"answer" <<enter>>

Step 15: Set Header Value with the following below: 

NOTE: EverGenius APP key: 846a06e4-14f6-4c42-ace2-af07046ed798

Step 16: Confirm that the name of the Zap matches the "Company Name" that is receiving the lead into EG (ex: Pain Stop Mesa).

Step 17: Click on "Continue".
Step 18: Click on "Finish".

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