Zapier

How to Integrate Engage With Your Zapier Account?

In this article, you will learn how to integrate Engage with Zapier Read and follow the below-mentioned steps to connect Engage with Zapier

• If you are looking forward to integrate any other Email marketing service provider other than Intercom, you can find the instructions here.

• It is advised that you integrate your ESP when you are in the middle of creating a new campaign. If you do not know how to create a campaign, click here to know.

• It is best when you integrate with Zapier before you save & set your Engage campaign live.

When you are creating a campaign, you’ll come across the “Integrations” section which allows you to integrate with Zapier

Click on “Zapier” to initiate the integration process.

When you click the Zapier API icon from your dashboard, you get the launch window as shown in the screenshot below.

Now, head to your Zapier dashboard (log in if you haven’t already) and click on the “Zaps” tab.

On the right side of your dashboard, you can see the “Make a New Zap” option as shown below.

Proceed by clicking on the same.

You’ll be taken to the next window where you can see a couple of options from Zapier. Choose “Webhooks by Zapier” and wait for the next window to appear. You can also name your Zap if you want to.

Once you’ve chosen the “Webhooks by Zapier” option, you’ll be taken to the next step where you have to choose the trigger event.

Click “Catch Hook” and then “Continue” to proceed.

When you click continue, you get a custom Webhook URL. Copy the same and head back to your Optinly dashboard.

Paste the copied Webhook URL and click the “Save” button.

You’ll be able to see the success message, post which, you’ll be able to see that you have integrated with Zapier.

It’s done. You’ve now successfully integrated with Zapier.

In case you want to check if the integration is successful, you can create a campaign, run it on a website and check if Zapier reflects the input from the front end.