Zapier

Zapier is an online automation tool that lets you connect data between your favorite apps. With Zapier you can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. To get started, make sure you have created an account on zapier.com

In this article

Overview

A Zap is an automated workflow between multiple apps. A Zap contains two parts:

Trigger - A trigger is the event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event. LeadDyno supports the following triggers:

  • New Lead
  • New Affiliate

Action - An action is the event that completes the Zap. LeadDyno supports the following Actions: 

  • Create Lead
  • Create Affiliate
  • Update Affiliate
  • Find Lead
  • Find Affiliate

Both of your desired services need to have a Zapier App for this to work. LeadDyno offers an App that can be used as both a Trigger and an Action. In our first example, we will be using the LeadDyno app as a Trigger.

1. Setting up the Trigger

First, we need to make a New Zap. From your dashboard click on Make a Zap.

1.2 Choose the App and Event

Click on Name your zap to edit the name of your app. 

Enter LeadDyno into the Search Apps box and select it. 

Next, choose the Trigger Event. You can pick either New Lead or New Affiliate and click Continue. Each time either a new lead or affiliate is created, this part of your Zap will get triggered. In this example, we'll be using the 'New Affiliate' trigger event.

1.3 Connecting your account

In this next part will now have to connect your LeadDyno account to Zapier. If it's already connected, you can just select it from the list.

Select 'Sign in to LeadDyno' and a login window will pop-up.

Once you'll see the window below, just select 'Install App' and your accounts will be connected.  A dropdown will appear called Choose Account. Select your LeadDyno account and click Continue.

1.4 Testing the Trigger

Once the accounts are connected, you will be sent to this, final window. Here, Zapier will pull data from LeadDyno, to find out more about your affiliates/leads.

If you have a new account, and you haven't added any affiliates, this test might not work. In that scenario, please manually create a new affiliate. The same goes for leads, you can manually create a lead before starting the test. 

If the process was successful,  you will see the following window with your affiliate (or lead) data. 

If you click 'continue' that will conclude the Trigger setup process. LeadDyno is integrated with Zapier now, but a Zap isn't finished without an Action.

1.5 Setting up the Action

The Action part will be different for each app, but they will all have roughly the same steps: connecting, field mapping, testing. 

For our example, we will be using one of the most popular apps on Zapier, Google Sheets. To make things easy we suggest creating a new Google spreadsheet file now. The First Name, Last Name, and Email fields from your affiliate signup form will become column headers.

Search for the app we want to use. In this example Google Sheets. 

Once we've selected the app, we have to select the event that is performed when the Zap runs. Google Sheets has a large list of options, but we will be using Create Spreadsheet Row and click Continue. This will create a new SpreadSheet row for each new affiliate. 

1.6 Connecting Google Sheets and Field Mapping

Now, you need to connect your Google Sheets account to Zapier. A Google authentication window will appear here if this is your first time connecting our services. Choose the correct account and click Continue. 

We now need to identify the worksheet that we created earlier by selecting the Drive > Spreadsheet > Worksheet.

After these fields are filled, and your worksheet selected, more fields will appear for field mapping. Here, you'll be telling Zapier which form field will populate which column.

If you aren't seeing some fields or if you've added new fields to Google Sheets, use the Refresh fields option. Once all fields are mapped, click Continue. 

1.7 Testing the Zap

Once all fields are mapped, you'll be at the last phase, where you can test out your integration. Clicking either option below will send a test entry to Google Sheets.

The entry in Google Sheets will look like this:

Please note that it might take a few minutes, in some instances, for data to arrive. 

If everything worked as expected click Turn on Zap. By default, each zap won't be enabled when you finish creating it.

Once you turn on the zap you will see a confirmation page.

2. Using LeadDyno as an Action

Now let's do the opposite and use LeadDyno as an Action. You can use any kind of trigger app with LeadDyno for the following actions: 

  • Create Lead
  • Create Affiliate
  • Update Affiliate
  • Find Lead
  • Find Affiliate

In this example, we'll use MailChimp as the Trigger and LeadDyno as the action. First, you need to pick LeadDyno as the action app and select the Action Event. We'll be using the Create Lead option. Pick that and select Continue to go to the next step.

In the next step, you'll have to select the LeadDyno account you want to use. You might be prompted to log into LeadDyno if this is the first time using Zapier. 

Once you've clicked ' Continue' you'll be sent to the next step where you can set up your action. You'll be presented with a lot of options, but please note that only the fields marked as 'required' are needed to be used. You can ignore the other ones.

Once you're done with this step, you'll be at the final/testing step. You can Test & Review your integration, Test & Continue, or Skip Test. 

Limitations / Known Issues

  • When setting up the LeadDyno trigger, importing Custom Fields when using the 'New Lead' event might not work, depending on where your store/website is hosted. Custom fields for the 'New Affiliate' event are working as intended.

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