Connect LeadGen Forms with Orion Advisor Services
Easily create LeadGen forms and connect your leads with Orion Advisor Services. Here is how the integration to Orion Advisor Services works:
Step 1: Create Your LeadGen App Account
Before creating your integration you need a LeadGen App account. You can start here with a free trial to set up your account.
Step 2: Create Your Form
In your LeadGen App account, head over to the form section and click on “Add New Form”. You can choose from a selection of more than 100 high-converting form templates or create your unique form from scratch.
Step 3: Integrate form with Orion Advisor Services
Go to Zapier.com and create a new zap. Choose LeadGen App as your trigger and Orion Advisor Services as your action tool. Setting up a zap is easy and just takes a few minutes. Zapier can be used free up to certain usage. Once turned on, your zap performs automatically and passes your leads to your connected apps.