Follow the steps below to use Zapier for integrations with CRM and email providers.

Zapier Integration Instructions for Social Media Campaigns

Introduction

Connect your social media campaigns to thousands of integrations with CRM and Email Providers using Zapier. This guide will walk you through the setup process.

Setting Up Zapier Integration

Step 1: Selecting Your Submission Form

• Access the Settings area of your sign-up campaign.
• Scroll down to Select Submission Form.
• Choose the appropriate custom submission form for mapping fields to Zapier.

Step 2: Configuring the Web Hook URL

• Select Zapier from the list of integrations.
• To get the Web Hook URL, log into your Zapier account and click Make a Zap.
• Search for Web Hooks by Zapier and select Catch Hook.
• Continue past the initial setup to get the Web Hook URL.
• Copy this URL and paste it into the software's web hook field.

Step 3: Submitting a Test

• Open your campaign in a new window.
• Submit a test entry (e.g., testzap5@test.com).
• Ensure to fill in all required fields for accurate field mapping.

Step 4: Verifying with Zapier

• Return to Zapier and confirm the receipt of the submission.
• Once verified, proceed to the action step on the left side of Zapier.

Step 5: Adding an Action Step

• Choose an action step in Zapier.
• For demonstration, select an email service like MailChimp.
• Configure settings like list selection and authentication in MailChimp.

Step 6: Mapping Fields

• Refresh fields in Zapier to pull in custom fields from your form.
• Map each field appropriately (e.g., email, first name, last name, phone number).
• Skip mapping for any fields not required.

Step 7: Testing and Finishing Up

• Send a test to your email service provider (e.g., MailChimp) and verify the data.
• Once verified, go back to Zapier and finalize the setup.
• Name your Zap and turn it on.

Using the Zap in Future Campaigns

• View your new Zap on the Zapier dashboard.
• You can use the same web hook for any future campaigns with similar field requirements.
• For new campaigns with different fields, create a new Zap following the same process.

Conclusion

This integration simplifies connecting your social media campaigns to a multitude of CRM and Email Providers via Zapier. The process allows for seamless data transfer and ensures all necessary fields are accurately mapped for efficient campaign management.

This guide provides a comprehensive walkthrough for setting up Zapier integration with social media campaigns, ensuring users can easily connect their campaigns to various CRM and email services.