Our Zapier app makes it easy to send data collected during each Zingtree session to more than 500+ applications supported by Zapier. In case you haven’t heard of it, Zapier is a tool that simplifies data exchange between various web applications. We’re big fans.
Here are some cool things you can do with Zingtree and Zapier:
- Send data collected in a Zingtree session to Salesforce, Zoho, Highrise, or any other CRM.
- Add an email address entered in a tree into Mailchimp.
- Send yourself an email or SMS message when a customer reaches a critical node in a tree.
- Save new customer information in a Google Sheets row.
- Create Trello cards from trees, and include customer notes and session data.
- And tons more!
When using Zapier, you create “Zaps.” A Zap has a “trigger,” which is the source of the data, and an “action,” which is where the data gets sent. Most of our customers want to send data from Zingtree to another app, so we’ll demonstrate how this is done here.
Before starting, you may want to examine a demo tree from our Gallery that gathers data and sends it to Zapier, or copy it to your account.
How to Set up Zapier for Zingtree
The Zingtree Zapier app is currently invite-only. But if you’re reading this article, you’re invited!
- Create a free Zapier account at Zapier.com.
- Go here to accept an invitation to use the Zingtree app. The invitation appears:
Accept the invite.
- You’ll be prompted to make a new Zap:
Click Make a new Zap.
- You’ll be asked to choose a Trigger App, which is the source of the data exchange.
Search for Zingtree, and select Zingtree (Beta).
- You’ll be asked to choose a single trigger.
Click Save + Continue.
- Next, you’ll need to connect your Zingtree account, and a tree to Zapier.
Click Connect a New Account.
- You’ll be asked for your Zingtree API Key, which you can find here at the bottom of this page. Also enter the Tree ID that will be sending data to Zapier.
Click Continue when finished.
- Change the name of the account, then click Test.
You should see “success.” Click Save + Continue.
- Next, Zapier will attempt to retrieve any variables or sample data from your tree. If this is a new tree, you may want to run through it once and gather some data.
Click Fetch & Continue.
- You’ll see some of the stock data that Zingtree always provides, as well as any custom data for your tree. Again, if you don’t see all the data you expect, do a test run through your tree, and enter some data at least once. This will make the rest of the process easier.
Set up the Action App – Email Example
So now you’re done with the Zingtree part. Congratulations! Next, you need to set up an Action App, which will receive data from Zingtree. Let’s set up email delivery as an action, as follows:
- Search for email, and choose Email by Zapier as an action app.
Select Email by Zapier.
- This app has just one action.
Click Save + Continue.
- Fill in details for the outbound email. You can insert fields from Zingtree in the body of the email as well.Click Continue when the email is set up correctly.
- You’ll see a preview of what to expect.
Click Create & Continue to save the action and send a test email.
- You should see another “success” screen.
Click Finish when the email appears as you like.
- Name your Zap Zingtree to Email, and turn it on!
Your Zapier Zap is all set.
Making Zingtree Send Data
The final step is to tell Zingtree when to send all the data collected in a session to Zapier. This can be triggered from one or more nodes, when they are seen by the end-user of your tree.
- From Overview, Edit Node, edit the node that you want to trigger sending data to Zapier.
- Go to Send Message to, and pick Zapier: Zingtree to Email. This is the new Zap you created.
- Click Save.
- Now try a test from Zingtree. Using Preview or the Publish tool, navigate your tree, and when you reach the node that triggers the send, you should see something in your inbox. IMPORTANT: Make sure to use https in your published Zingtree URL when using Zapier.
Once you get your first Zap done, it becomes easy and addictive to hook Zingtree to the other applications that your business depends upon. So keep going!
Have any questions? Contact us anytime!