Using Zapier opens up the opportunity for you to integrate your Enudge account with many, many other applications.
As an example, you may have customer data in another online system, and want to cause a customer to receive a message or a series of message when a particular event happens in that other system. For example, when they first become a customer, you might like to automatically trigger a series on onboarding emails to be sent to your customers.
Of course, you can manually add your customers into your Enudge series, but setting up automation will save you time, and make sure it happens correctly everytime!
Steps to using Zapier to send your contacts from a 3rd party program into your Enudge account:
Pre-requisites:
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You have an Enudge account.
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You have a Zapier account.
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You are using another software application to store your customer records, which supports Zapier integration. Outlook.com is an example.
Steps:
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Generate an API key. To do this, click on your name in the top right hand corner of your Enudge account, and click on ‘Account’. Scroll down and find the following section, and click ‘Generate an API key’, and then click on the ‘Generate New Key’ button in the next screen.
2. Record the newly generated API key somewhere safe – it will be a very long string which you will need to paste into Zapier. You cannot get access to it again; you can only generate a new key.
3. Request an invitation to the Enudge Zap – at present this is by invitation only.
4. Login to your Zapier account and accept the invitation to the Enudge Zap.
5. Create a new Zap.
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In the Zapier step 1 (the trigger for your zap), search for and find your application that stores your customer information e.g. Outlook, and choose the appropriate event e.g. New Contact Created, and go through connecting to your account. This will look something like the following:
You will want to set the trigger and test the trigger before moving onto the next step.
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In the Zapier step 2 (the action taken after the trigger occurs), search for and find the Enudge Application, and choose the appropriate event. This will look something like the following:
You will now need to authenticate using the API key you generated within Enudge by choosing “Connect to a New Account” and then pasting in the API key in a screen that looks like the following:
6. Then you need to map the fields from your 3rd party customer record into the Enudge fields.
7. The final step is to test!
If this is your first time setting up a Zap, it may be a little confusing. We are very happy to help you set up the Zap via a screen sharing session to take you through the process. If you need help, please get in touch to setup a time.