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When you want to process leads via Zapier, you need to start with writing an instruction on how to collect the desired data.

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1. Set up handover

Start by setting up Human Handover in Watermelon.
1

Open Human Handoff

Go to Situations and go to Human Handoff.
2

Forwarding opening hours

Decide if you want to forward conversations outside office hours.
3

Add instructions

Add instructions for the Agent what to say during/outside office hours. Example:
Your request has been submitted. Our team will reach out as soon as possible.
4

Create Trigger

Create a Trigger and forward this to new.Recommended trigger: Submit request.

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2. Write instruction

You’ll now write an instruction where you explain when a customer needs to write Submit request.
1

Create new Instruction

In the Agent settings, go to Instructions and create a new instruction.
2

Write instruction

Write an instruction where you explain when someone needs to write Submit request. Example:
When someone asks for a offer, you ask the following details from the customer:
  1. Name
  2. Email address
  3. Phone number When you received this information, you ask the person to write Submit request. This way, an employee can reach out.

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3. Connect Zapier

Follow the steps in this article to connect Zapier.