We’re back with another automation platform to help you get your work done with interakt like a pro!
This time around, we’re covering Zapier. We’ll be getting into the nitty-gritty details of how you can use Zapier to integrate your interakt account with various CRMs and popular web applications.
Before we dive in, let me give you a quick overview of Zapier.
Zapier is a popular integration platform where multiple apps can be connected to automate workflows. Zapier lets you build connections to move data from one app to another with the help of triggers and actions. Zap is nothing but the name given to a connection that is made up of a single trigger and action.
Zapier connects over 3000 apps, most of which you use every day! There is no doubt that finding the fix to connect Zapier to your interakt account will help you build smarter workflows.
3. For Trigger Event:
– In the case of Zoho CRM, choose the Trigger Event as ‘New/Updated Module Entry’’ – later you can select a particular Module (like Contacts, Calls) within which the event will be watched.
• Select Module as Contacts if you want contact details (added on Zoho) to get automatically added to interakt
• Select Module as Calls if you want user call activity to get automatically added for that user on interakt as an event
– In the case of Shopify, examples of Trigger Events which can be selected are:
• ‘New Customers’ – if you want to send details of a new customer to interakt
• ‘New Order’ – if you want to send details of a new order placement to interakt
• ‘New Abandoned Cart’ – if you want to send details of an abandoned check out event to interakt
4. Next, you will need to connect your Zoho CRM / Shopify account with Zapier.
5. After your account has been connected, you might need to select a module from your CRM / store wherein the Trigger will be watched (For example – in the case of Zoho, the selected ‘Module’ could be ‘Contacts’).
6. Zapier will then try to test the trigger. It will search for:
• A recent entry in the selected module in your CRM Zoho, or,
• It will try to find a recent customer / order / cart abandonment instance on your online store Shopify
2. In ‘Action Event’, choose ‘Custom Request’.
3. In ‘Method’ – choose Post
4. In the ‘URL’:
• If you are looking to add users (added in your CRM / software) to interakt, you can use: https://api.interakt.ai/v1/public/track/users/ • If you are looking to add events for a particular user (added in your CRM / software) to interakt, you can use: https://api.interakt.ai/v1/public/track/events/
5. ‘Request Data’ section:
a. If you are adding a user:
{“userId”: “X”,
“phoneNumber”: “Y”,
“countryCode”: “Z”,
“traits”: {
“name”: “A”,
“email”: “B”
}
}
• X, Y, Z, A, B are all fields in Zoho / other softwares, whose value will be taken as the value for the parameters in the API call ie “userId”, “phoneNumber”, “countryCode”, “name”, “email”.
• You may choose the fields (X, Y, Z, A, B) as per your use case.
• Specifying either of “userId” or (“phoneNumber” & “countryCode”) is mandatory.
• We strongly recommend specifying the “userId” since the same can be referenced if you want to add an event for the same user.
• You can add as many traits as required and map the trait values to corresponding fields in your software (shown below for Zoho).
b. If you are adding an event.
{“userId”: “X”
“event”: “call made”,
“traits”: {
“startime”: “S”
}
}
• Make sure X = the field which you mapped against the parameter ‘‘userId’’ when you added this user to interakt (via triggering of the zap for adding the user)
• You can name the “event” as you wish. Here the “event” name is given as “call made”.
• You can give as many traits for the event as you wish. Here we have specified one trait “startime” which is mapped to S i.e. the “Call Start Time” field in Zoho.
6. In ‘Unflatten’, choose No.
7. In ‘Basic Auth’, use the Base64 decoded version of the API key given in your account’s Developer Settings (remove the “:” at the end of the Base 64 decoded version and add a “|” there)
8. In ‘Headers’, provide ‘Content-Type’ as ‘application/json’
9. Then click on Continue.
OR
• Add a new action for the user in your CRM / get the user to take an action on your store (for example: here we show what happens when we add a new Call for the contact that we created in Zoho in the previous step)
• Then click on ‘Test & Continue’ on Zapier.
• Now, you will know that the Zap has worked if either of the below response messages are displayed:
– ‘Customer with <id> updated successfully’ (if you are looking to add / update a user)
– ‘Event created successfully’ (if you are looking to add an event)
• You could also check the result on your interakt account:
– Refresh the ‘Users’ page to see if the new user got added there or not.
To check whether modification of the contact in your CRM / store translates into the contact being modified on interakt, this is what you need to do: • Modify one of the field values of the contact you added (the field should have been used in the ‘Request Data’ above) • Again, test the Zap in Zapier • Check if the modules get executed. • Go to your interakt account’s user page to check if the contact details got updated there