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Integrations

Zapier

Use the Prosyo Zapier app: start Zaps on new prospects, stage changes and replies, and create prospects, update stages or add people to lists from other apps.

On this page

Use Zapier to connect Prosyo to thousands of apps.

  • Prosyo → Zapier: start a Zap when a prospect is added, changes stage or replies.
  • Zapier → Prosyo: add people, move their stage, or put them on a list from forms, CRMs, spreadsheets and more.

The Prosyo app for Zapier#

1. Connect Prosyo#

  1. In Zapier, create a Zap and choose Prosyo as the trigger or action app.
  2. Click Sign in. Zapier opens Prosyo.
  3. Sign in. On Allow Zapier to use Prosyo?, pick the Workspace Zapier should use and click Allow.
  4. You're back in Zapier with Prosyo connected. The Zapier card on Prosyo's Integrations page shows Connected.

Each teammate connects their own Zapier, and a Zap sees what that teammate can see in Prosyo. Viewers can't connect Zapier.

2. Build your Zap#

TypeNameWhat it does
TriggerNew ProspectStarts when a prospect is added in Prosyo
TriggerProspect Stage ChangedStarts when a prospect moves to another pipeline stage
TriggerNew ReplyStarts when a prospect replies on LinkedIn or email
ActionCreate ProspectAdds a person, optionally to a list (a new list name is created for you)
ActionUpdate Prospect StageMoves a prospect, found by email or ID, to another stage
ActionAdd Prospect to ListPuts a prospect on an existing or new list
SearchFind ProspectFinds a prospect by email

Create Prospect never overwrites anyone: if the email is already in your workspace, Zapier gets that person back as they are, and you can still put them on a list.

Zapier can't send LinkedIn or email messages, connect seats, change billing or buy credits.

3. Disconnect#

In Prosyo, go to Integrations, click the Zapier card and click Disconnect Zapier. Your Zaps stop reading and changing the workspace and ask you to connect again.

When this happensDo this
New Reply in ProsyoSend an SMS with Twilio, post to Microsoft Teams, create a task in your CRM
Prospect Stage Changed to MeetingAdd a row to Google Sheets, notify the account executive
New Typeform, Calendly or Facebook Lead Ads leadCreate Prospect on an "Inbound" list
Deal won in your CRMUpdate Prospect Stage to Customer

Other ways: webhooks#

If Prosyo isn't listed in your Zapier account yet, or you need events the app doesn't offer (such as Prospect enriched, Campaign launched or High-intent lead), use Webhooks by Zapier. It needs a paid Zapier plan.

Prosyo → Zapier: trigger a Zap with a webhook#

1. Create the trigger#

  1. In Zapier, click Create → Zaps.
  2. For the trigger, choose Webhooks by Zapier.
  3. Set Trigger event to Catch Raw Hook (to verify signatures) or Catch Hook (simpler).
  4. Click Continue and copy the webhook URL, for example https://hooks.zapier.com/hooks/catch/123456/abcdef/.

2. Connect it in Prosyo#

You need to be a workspace owner or admin.

  1. Go to Integrations and click the Custom webhook card, then Connect Custom webhook.
  2. Paste the Zapier URL into HTTPS endpoint and click Connect.
  3. Copy the Signing secret and keep it safe. It's shown once.
  4. Choose your Events and click Save mapping.
  5. Click Test connection.

3. Test the trigger in Zapier#

Back in Zapier, click Test trigger. You'll see the sample event with type, workspace_id and data fields. Its type is integration.test.

4. Filter by event (optional)#

Add a Filter by Zapier step, for example:

  • Only continue if type exactly matches conversation.reply_received

Or add Paths by Zapier to handle several events in one Zap.

With Catch Raw Hook, add a Code by Zapier → Run JavaScript step:

  • Input data: raw = Raw Body, sig = Headers → Http X Prosyo Signature
  • Code:
JavaScript
const crypto = require('crypto');
const secret = 'YOUR_SIGNING_SECRET';
const expected = crypto.createHmac('sha256', secret).update(inputData.raw).digest('hex');
if (expected !== inputData.sig) throw new Error('Invalid Prosyo signature');
return JSON.parse(inputData.raw);
When this happens in ProsyoDo this
Reply receivedSend an SMS with Twilio, post to Microsoft Teams, create a task in your CRM
Stage changed to MeetingCreate a deal in Pipedrive, add a row to Google Sheets, notify the account executive
Prospect enrichedUpdate the lead in a CRM that Prosyo doesn't connect to directly
High-intent leadAlert the account owner
Account needs reconnectEmail or text the account owner
Campaign launchedLog it in Notion or Airtable

Zapier → Prosyo: add leads with an API request#

Add people to a Prosyo list from Typeform, Google Sheets, Calendly, Facebook Lead Ads or any other trigger.

  1. In Prosyo, go to Integrations, click the Chrome extension & API card and click Generate API token. Copy it. Only owners and admins can generate one. If your workspace already has a token and you saved it, use it. Otherwise click Rotate token: it replaces every token, so paste the new one into your Chrome extension and every other tool that used the old one.
  2. In Zapier, add an action Webhooks by Zapier → Custom Request.
  3. Set:
    • Method: POST
    • URL: https://app.prosyo.com/api/v1/ext/leads
    • Headers: Authorization = Bearer YOUR_TOKEN and Content-Type = application/json
    • Data:
JSON
{
  "listName": "Inbound – Typeform",
  "leads": [
    {
      "firstName": "{{first_name}}",
      "lastName": "{{last_name}}",
      "email": "{{email}}",
      "companyName": "{{company}}",
      "title": "{{job_title}}",
      "linkedinUrl": "{{linkedin_url}}"
    }
  ]
}

Replace each {{...}} with a field from your trigger using Zapier's insert-data menu.

  1. Click Test step. The lead appears in Prosyo on the list you named.

Lead fields: fullName, firstName, lastName, title, companyName, linkedinUrl, website, email, phone, locationName. Each lead needs a name, a LinkedIn URL or an email. If a value is empty, leave the field out or send null. An empty string in email is rejected as an invalid email. New leads count toward your monthly import limit. People already in Prosyo are matched by their LinkedIn profile and updated instead, so send linkedinUrl whenever you have it.

Troubleshooting#

ProblemFix
Prosyo isn't in Zapier's app listUse the webhook method on this page.
Zapier says the connection expiredReconnect Prosyo in Zapier. If you clicked Disconnect Zapier in Prosyo, every Zap needs to connect again.
"You are a viewer on every workspace. Ask an admin to connect Zapier."Viewers can't connect Zapier. Ask a workspace admin to make you a member.
Test connection failsMake sure the Zap's webhook URL is correct and the Zap is turned on after setup.
The Custom webhook card shows Needs attentionZapier didn't accept recent deliveries. Open the card to see Last delivery error, check that the Zap is on, then click Test connection.
401 from ProsyoThe token is wrong, rotated or revoked. Generate a new one.
422 "No usable leads"Each lead needs a name, email or LinkedIn URL. Check that the fields aren't empty.
429Too many requests. Add a Delay by Zapier step or batch leads (up to 100 per request).

Start campaigns automatically#

Go one step further: add the lead and enroll them in a campaign in the same workflow. See Custom triggers for step-by-step recipes, and the API reference for every endpoint.