How to Connect FEXmagnet to Zapier

Zapier lets you connect FEXmagnet to over 6,000 apps — including Google Sheets, HubSpot, Salesforce, Slack, Gmail, and more. This guide shows you how to set up a "Zap" that catches every new lead and routes it wherever you need.

Step 1: Create a New Zap

1. Log in to zapier.com and click + Create Zap (or + Create → Zaps).
2. Name it something like "FEXmagnet → [Your CRM]".

Step 2: Set Up the Trigger (Webhooks by Zapier)

1. For the trigger app, search for and select Webhooks by Zapier.
2. Choose Catch Hook as the trigger event.
3. Click Continue. Zapier will generate a custom webhook URL that looks like:https://hooks.zapier.com/hooks/catch/12345678/abcdefg/
4. Copy this URL — you'll paste it into FEXmagnet next.

Step 3: Paste the Webhook URL in FEXmagnet

1. Log in to your FEXmagnet dashboard and go to Settings.
2. Scroll to the Integrations section.
3. Paste your Zapier webhook URL into the Zapier / Webhook field.
4. Click Save Integrations.

Step 4: Send a Test & Map Fields

1. Go back to Zapier and click Test trigger. Zapier will start listening for incoming data.
2. In your FEXmagnet Settings, click the Send Test button next to the Zapier webhook URL. This sends a sample lead immediately.
3. Zapier should pick up the test data within a few seconds. You'll see the lead fields appear. Click Continue.

The lead data includes these fields:

Step 5: Add Your Action

Now choose what happens when a lead comes in. Here are the most popular actions for insurance agents:

Option A: Google Sheets (Simple Lead Tracker)

1. Select Google Sheets as the action app.
2. Choose Create Spreadsheet Row.
3. Connect your Google account and select your spreadsheet.
4. Map the columns: First Name, Last Name, Email, Phone, State, Age.
5. Every lead will now appear as a new row automatically.

Option B: HubSpot / Salesforce (CRM)

1. Select your CRM as the action app.
2. Choose Create Contact.
3. Map the lead fields to your CRM's contact fields.
4. Leads flow directly into your CRM pipeline.

Option C: Slack / Email (Instant Notification)

1. Select Slack or Gmail as the action app.
2. Choose Send Channel Message or Send Email.
3. Set up a template like: "New FEXmagnet lead: {{first_name}} {{last_name}} in{{state}} — call {{phone}}"

Pro tip: You can add multiple actions to a single Zap. For example, create a Google Sheets row and send a Slack message for every lead.

Step 6: Publish Your Zap

1. Review your Zap summary: Trigger (Webhooks by Zapier) → Action (your chosen app).
2. Click Publish.
3. Your Zap is now live. Every new FEXmagnet lead will automatically flow through.

Advanced: Multi-Step Zaps

With a paid Zapier plan, you can chain multiple actions together. A powerful setup for insurance agents:

1. Catch Hook — receive lead from FEXmagnet
2. Create Contact in CRM — add to your pipeline
3. Send SMS via Twilio — instant text to the lead
4. Send Slack Message — notify your team
5. Add Row to Google Sheets — backup tracking

Troubleshooting

• Zap not triggering? Make sure it's published (turned on) and the webhook URL in FEXmagnet is exact — no extra spaces or missing characters.
• Fields showing as empty? Click "Test trigger" again in Zapier after a lead has been sent. Then re-map the fields in your action step.
• Hit task limits? Zapier's free plan allows 100 tasks/month. If you're on a 50+ lead/week plan, consider upgrading to Zapier Starter.
• Need help? Email nickg@fexmagnet.com and we'll help you get it working.