Connect with Zapier or Make

Use this guide when your CRM is not listed on its own page. Roofr, Leap, ServiceTitan, Jobber, Salesforce, Zoho, Pipedrive, and most others have a Zapier or Make app with a “Create contact” or “Create lead” action.

What you need: a Zapier or Make account, and your CRM connected to it. What we need from you: one webhook link.

Zapier

1. Create a Zap. Log in to Zapier and click Create, then Zaps.

2. Choose the trigger. Search for Webhooks by Zapier and choose the event Catch Hook. Click Continue.

   

   Webhooks by Zapier, event Catch Hook.

3. Copy the webhook link. On the Test tab Zapier shows a link that starts with https://hooks.zapier.com/hooks/catch/. Click Copy.

   

   This is the link to paste in your portal.

4. Paste it in your portal. In your Vetted Lead Network portal open Finish setup, then CRM connection. Choose Zapier / Make, paste the link, and save. We send a test lead within one business day.

5. Test the trigger. When our test lead arrives, click Test trigger in Zapier. You will see the fields listed on the lead fields page.

6. Add your CRM action. Click the plus, search for your CRM, choose Create Contact or Create Lead, and map the fields: first_name, last_name, phone, email, address, city, state, zip. Put lead_id in a notes field if there is one.

   

   Map each of our fields to the matching field in your CRM.

7. Turn the Zap on. Click Publish. A Zap that is off receives nothing.

Make

1. Create a scenario. Log in to Make and click Create a new scenario.

2. Add the webhook. Click the plus, search Webhooks, choose Custom webhook, then Add and name it Vetted Lead Network.

   

   IllustrationWebhooks, Custom webhook.

3. Copy the address. Make shows a link starting with https://hook. and ending in .make.com/. Click Copy address to clipboard.

4. Paste it in your portal. Open Finish setup, then CRM connection. Choose Zapier / Make, paste the link, and save.

5. Let Make learn the fields. Leave the webhook module waiting (“Redetermine data structure”). When our test lead arrives Make reads the fields automatically.

6. Add your CRM module. Add your CRM’s Create a contact module and map first_name, last_name, phone, email, address, city, state, zip.

7. Turn scheduling on. Set the scenario to Immediately and switch it on.

Which action to pick in your CRM

Search for your CRM as the action app, then choose the action below. Every one of these has been confirmed to exist on Zapier; the same apps exist on Make with matching names.

Your CRM	Zapier action to choose	Good to know
ServiceTitan	Create Booking	Zapier asks for a Tenant ID, Client ID and Client Secret. Get them in ServiceTitan under Settings, Integrations, API Application Access. It also needs a booking provider tag; make one called Vetted Home Pros. ServiceTitan’s own guide: Zapier integration.
Roofr	Create Job and Customer	One action creates both the customer and the job.
Jobber	Create Client	Zapier is available on Jobber’s Connect, Grow and Plus plans. Jobber’s guide: Jobber and Zapier.
Leap CRM (JobProgress)	Create Lead	Email is a required field in Leap, which we always send.
Housecall Pro	Create Customer	The only action Housecall Pro offers. Available on Essentials and higher plans.
Salesforce	Create Record, object Lead	Set Lead Source to Vetted Home Pros.
Zoho CRM	Create Module Entry, module Leads
Anything else	The action named Create Contact, Create Lead, or Create Customer	If your CRM has no Zapier app, use the custom CRM guide or book a call with Sam.

Free plans and delays

Zapier free plans check for new data every 15 minutes and Catch Hook triggers are instant only on paid plans. Make’s free plan is instant but limited in operations. Either way your leads still reach you by text and email the moment we deliver them, so speed to call never depends on Zapier or Make.

Official articles: Trigger Zaps from webhooks (Zapier) and Webhooks (Make).

Check it worked

When our test lead named VLN Test arrives, confirm it is in your CRM. Then reply got it in your portal or to the text you received.