{"id":3098,"date":"2020-03-13T10:38:47","date_gmt":"2020-03-13T16:38:47","guid":{"rendered":"https:\/\/www.ometrics.com\/blog\/?page_id=3098"},"modified":"2022-09-15T12:16:54","modified_gmt":"2022-09-15T18:16:54","slug":"zapier","status":"publish","type":"page","link":"https:\/\/www.ometrics.com\/blog\/support\/zapier\/","title":{"rendered":"Zapier"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_fullwidth_header title=”Support | General” text_orientation=”center” _builder_version=”4.16″ title_font=”||||||||” title_font_size=”38px” custom_padding=”9px||0px” global_colors_info=”{}”][\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”4px|||||” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_sidebar area=”et_pb_widget_area_1″ _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_sidebar][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_text_align=”center” header_2_text_color=”#68ab37″ header_3_font=”||||||||” header_3_text_align=”center” header_3_text_color=”#68ab37″ header_3_font_size=”26px” header_4_font=”|300|||||||” header_4_text_color=”#757575″ header_4_font_size=”26px” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

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General – Zapier<\/h3>\n

Zapier is an online automation tool that connects apps to automate repetitive tasks without coding. Send your lead form or survey data straight to your CRM. Let\u2019s take you through step-by-step how to create a \u201cZap\u201d; first login to Zapier.com and start creating a new \u201cZap\u201d.<\/span><\/p>\n<\/div>\n<\/div>\n

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[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-1a-F.jpg” show_in_lightbox=”on” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

1.\u00a0<\/strong>Give your Zap a name, and then search for “Webhook” and click on \u201cWebhooks by Zapier.\u201d<\/span><\/p>\n

2.\u00a0<\/strong>Choose a Trigger Event – \u201cCatch Hook\u201d and click \u201cContinue.\u201d<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-2a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

3. <\/b>On the \u201cCustomize Hook\u201d page, copy the Custom Webhook Url and leave the other fields blank.<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-3a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

4.\u00a0<\/strong>In another browser tab, go to Ometrics.com and log in.<\/span>\u00a0<\/b><\/span>In your Ochatbot Lead Form (or, whichever tool you are using), go to the Zapier Connection section and paste in the zapier webhook url.<\/span><\/p>\n

5. <\/b>Click \u201cSend Test to Zapier.\u201d<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-4a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

6. <\/b>Go back to Zaper and click \u201cTest and Continue.\u201d<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-5a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

7. <\/b>Search for the app to which you want to connect.\u00a0 (In this case, we chose Mailchimp.)<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-6a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

8. <\/b>For our \u201cAction Event,\u201d we chose to add the Ochatbot lead as a new subscriber in Mailchimp.\u00a0 (Depending on the application you are connecting, there may be different action events.)<\/span><\/p>\n

9. <\/b>Click “Continue”<\/span><\/p>\n

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  1. <\/b>You will need to connect to your application.\u00a0 In this case, we need to login to Mailchimp and choose which list we are going to connect. (Depending on the application you are connecting, you may see something different here.)<\/span><\/li>\n<\/ol>\n

    11. <\/b>Then, click \u201cContinue.\u201d<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-8a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

    12. <\/b>Each application may have different values for this step.\u00a0 Here you need to map the Ometrics fields to the Mailchimp fields.<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-9a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

    13. <\/b>Now, with all the Ometrics fields mapped to the Mailchimp fields, you will click “Test and Continue” which sends the test data to Mailchimp to verify the connection.<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-10a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    14.<\/b> After a successful test, click “Done Editing”<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-11a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    15.<\/b> Then turn on your Zap.<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/03\/zapier-12a-F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    16. <\/b>Go back to your Ometrics.com browser tab and click \u201cActive\u201d to set your Zapier connection to active and then click to \u201cSave Lead Form.\u201d<\/span><\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    Frequently Asked Questions<\/h2>\n

    [\/et_pb_text][et_pb_accordion _builder_version=”4.16″ global_colors_info=”{}”][et_pb_accordion_item title=”What if Zapier does not have an integration with the application I am using?” open=”on” _builder_version=”4.16″ global_colors_info=”{}”]Often there will be instructions on how to integrate a third-party application available for you to follow on your applications website. If you cannot find instructions or need help following them contact Support and we will assist the best we can.[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_text _builder_version=”3.27.3″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_text_align=”center” header_2_text_color=”#68ab37″ header_3_font=”||||||||” header_3_text_align=”center” header_3_text_color=”#68ab37″ header_3_font_size=”26px” header_4_font=”|300|||||||” header_4_text_color=”#757575″ header_4_font_size=”26px” custom_padding=”||0px|||” global_module=”3587″ global_colors_info=”{}”]<\/p>\n

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    We Are Here to Help<\/h3>\n

    Here are the different ways you can contact support:<\/p>\n