Zapier is an online tool that is used to connect two or more apps to automate workflows. With this integration, you can connect your ZendeskConnect account with hundreds of other external services by using ZendeskConnect as the “trigger” or “action.” For example, you can use Zapier to connect a 3rd party landing page service with your ZendeskConnect account so that any new contacts created from that landing page (“trigger”) are automatically added to your ZendeskConnect list (“action”).
You can learn more about Zapier here.
In this article:
Popular ZendeskConnect Zaps
Below is a list of the most popular Zaps used by ZendeskConnect customers. You may want to use these to sync data with apps you use the most with ZendeskConnect. Click any of the Zaps below to follow their setup guides.
Supported ZendeskConnect triggers
A trigger in Zapier is defined as something that happens in an app that you want to be the start of a Zap's workflow.
The following supported ZendeskConnect triggers are:
-
New Contact Updated
Triggers when an existing contact details are updated. -
New Campaign Starts Sending
Triggers when a new campaign starts sending. -
New Campaign Unsubscribe
Triggers when a contact unsubscribes as a result of a campaign email sent to them. -
New Deal Note
Triggers when a new deal note is created. -
New Campaign Open
Triggers when a contact opens a campaign message (will run every time a subscriber opens an email). -
New Deal Task
Triggers when a new deal task is created. -
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated. -
New Contact Note
Triggers when a new contact note is added. -
New Campaign Link Click
Triggers when a contact clicks a link in a campaign message (will only run once for each unique link). -
New Campaign Bounce
Triggers when a contact email address bounces from a sent campaign. -
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ZendeskConnect, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action. -
New Contact Added or Updated
Triggers when a new contact is added or existing contact's details are updated. -
New Contact Added to List
Triggers when a new contact is added to a list. -
New Account Created/Updated
Triggers when a new account record is created or updated.
Supported ZendeskConnect actions
An action in Zapier is defined as something your Zap does after a trigger occurs.
The following supported ZendeskConnect actions are:
-
Create Campaign
Creates and sends a new campaign. -
Update Deal
Updates an existing deal, including custom deal fields. -
Add Contact Note
Adds new contact note. -
Create/Update Contact
Creates a new contact, or updates an existing contact. -
Create Deal
Creates a new deal along with any new custom deal fields. -
Add Note to Deal
Adds a note to a deal. -
Create New Deal Task
Creates a task for an open deal in your ZendeskConnect account. -
Add Contact to Automation
Adds an existing contact into any automation. -
Create Tracked Event
Creates a custom website or application event. -
Find Deal Owner
This search action lets you retrieve Deal Owner information such as first name, last name, and email address.
How to set up a Zap
In the example below, we will create a Zap that triggers when a new contact is added to a list in ZendeskConnect. For the action, we will add the contact as a new subscriber to another list in the same ZendeskConnect account. (Note, you can already do this with an automation. This is merely to illustrate how Zapier works.)
1. Log into your Zapier account and click the “Make a Zap!” button.
2. Click the ZendeskConnect option. This will be the trigger for your Zap.
3. Click the “New Contact Added to List” option. Then click “Continue.”
4. Click "Connect an Account" to connect your ZendeskConnect account.
5. A modal pop up will appear. In the modal pop up, type or paste your ZendeskConnect API URL and Key into the fields provided. Then click the “Yes, Continue” button.
6. The ZendeskConnect API credentials will be added to Zapier. Click the "Continue" button.
7. Click the "List" dropdown then click the list you wish to add contacts to. Click the “Continue” button.
8. Zapier will prompt you to test the trigger as part of the setup. Click the "Test trigger" button. Once the test is complete, click the "Continue" button.
9. For the action, click the ZendeskConnect option.
10. Click “Create/Update Contact.” Then click the "Continue" button.
11. Click the "Choose Account" dropdown then click your ZendeskConnect account. Click the "Continue" button.
12. Click the "List" dropdown then click the list you wish to add contacts to. Next, map fields using the dropdowns provided. Click the "Continue" button when finished.
13. Zapier will prompt you to test the action. Click the "Test & Continue" button.
14. When finished, click the "Turn on Zap" button.
For more details on creating a Zap, please see Zapier's “Creating a Zap” help document.
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