Sending Data From Clickfunnels to LightSpeed VT
This section will set up an integration to add or update users in LightSpeed VT from contacts in Clickfunnels. If you are not sure what Zapier is, or how it can be utilized, please read about it here
Things you will need:
- An account with LightSpeed VT
- An integrated Zapier account (See Link above)
- A Clickfunnels account
Click the ‘Make a Zap!’ button to get started.
To send data from Clickfunnels to LightSpeed, Clickfunnels will be the trigger.
Search for Clickfunnels in the ‘Choose a Trigger App’ section:
Next you will choose a trigger, this is the action that starts the process.
Then press ‘Save + Continue’.
Next you will need to connect your Clickfunnels account to Zapier, Press the ‘Connect an Account’ and enter your Clickfunnels credentials in the popup.
Press ‘Save + Continue’
Now you will need to select the options for the trigger, choose the funnel and the funnel step you want to watch for trigger. The options in the dropdowns will come from your linked ClickFunnel account.
Then press ‘Continue’
Clickfunnels will now pull in sample data for testing, be sure you have at least one contact in Clickfunnels and press the ‘Fetch & Continue’ button.
Once the test is successful press the ‘Continue’ button, you are now ready to set up the action.
In the action step, we will now need to set up the LightSpeed VT Integration, Choose LightSpeed VT from the ‘Choose an Action’ section.
Next you will chose the action, you will probably be using “Create user”. You can also update user by ID or User Name, but you will need the exact value from LightSpeed VT.
Chose the action, then press ‘Save + Continue’.
Next you will need to connect your LightSpeed account to Zapier. You will need the credentials from the ‘Zapier Credentials’ section in the LightSpeed API control panel.
In Zapier hit the ‘Connect an Account’ button, if you haven’t already connected your account, a popup will ask you for the information above. Enter the information and hit ‘Yes, Continue’
Once the connection has been set up, press ‘Save + Continue’
The next step is to set up the template for the user account in LightSpeed VT. Press the button to show a list of available fields for the user account values. Fill out all required fields.
Note: You can enter text and/or available field data in these fields. Username must be unique, so values for first name or last name will probably not work. Recommended is to use something like ‘CompanyName_’ then first_last name or possibly email address (as long as they don’t have another LightSpeed VT account) to ensure unique values.
Be sure to set up the Access Level, Location, and Content Role fields to ensure the user can log in and see your content.
Once that is complete, press the ‘Continue’ button.
This will bring up the review and testing, review the fields, the press the ‘Send Test to LightSpeed VT.
If the test is complete, you should be all set, check in LightSpeed VT to ensure the new user is created correctly.
If everything is good, go back to Zapier, and press ‘Finish’
Name your Zap and turn it on. The link is now complete.