Our Zapier app makes it easy to send data collected during each Zingtree session to 2000+ 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 Zoho, Highrise, or any other CRM.
- 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.
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.
- In Zingtree, go to Account, My Apps, and choose Add Zapier Zap.
- An invitation appears. Accept the invite:
- Click on Add Zap.
- You’ll be prompted to make a new Zap.
- Give your Zap a name, then find Zingtree from the list of apps:
- Click on Zingtree. Then continue to sign in:
- Enter your Zingtree API key and the Tree ID to attach to this zap.
- You’ll be asked to test and review the data. This will show what fields are available for you.
- If the connection works properly, you’ll see data fields from any previous sessions.
- Continue following the rest of the Zapier prompts to send data to the app of your choosing.
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.
- Click the Apps/Webhooks tab.
- Click Add App/Webhook. You’ll see something like this:
- Under Call App or Webhook, select Zapier: Zingtree to Email. This is the new Zap you created.
- Click Save Changes.
- 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!