mall businesses use many cloud-based applications such as CRM (Customer Relationship Management), CMS (Content Management System), Email Marketing, Analytics and many more. These applications can be very helpful, but can also bring their own headaches. How do you make everything work together?
Enter Zapier and VerticalResponse. VerticalResponse has created simple app integrations using Zapier, which VR customers can use to sync their favorite apps with VR.
For example, say our friend Colleen runs a dancewear shop and uses VerticalResponse to keep in touch with her customers. She also uses Sugar CRM, and doesn't want to have to update contact info for her customers in both places. No problem! She can create her own “Zap” that will automatically add a new contact to both places and keep them in sync. Within VR, Colleen can even set up her Zaps to add contacts to specific lists.
So what is Zapier?
Zapier is a web automation tool. With Zapier you can build Zaps which can automate parts of your business or life. An example of a Zap is:
“When I get a new entry from a Wufoo form, create a new contact in VerticalResponse”. The first is called a trigger and the next is called the action.
These Zaps are lightweight and very easy to set up. Also Zapier supports hundreds of apps. You can mix and match triggers and actions to automate just about anything.
For more on Zapier and what it can do for you, check https://zapier.com/help/what-is-zapier/
Is this a paid service?
Zapier has both free and paid plans. With a free plan you get 5 free Zaps and 100 tasks/month free. Certain applications like Salesforce or Sugar CRM are available only for paid plans.
What VerticalResponse triggers and actions are supported?
New Contact: Triggers when a new contact is created in VerticalResponse.
New List: Triggers when a new list is created in VerticalResponse.
Create Contact: Creates a new contact in the master list in VerticalResponse.
Add Contact to a List: Adds a contact to a list of your choosing. If the contact does not exist already, a new contact is created in the list of your choosing.
How to create Zaps with VerticalResponse ?
Lets say you want to create a Zap between Wufoo and VerticalResponse. First create a free Zapier account at http://www.zapier.com. Then choose your triggers and actions as shown below.
One of the first things you will need to do is connect both the account with the trigger and the action account in Zapier. In this example, you'll need to connect the Wufoo and VerticalResponse accounts to Zapier. This is very straightforward and will just take a minute. You'll see a screen like the one below when you connect your VerticalResponse account:
You'll need to provide a name for the VerticalResponse account you are connecting. For our example we're using Nivi's VerticalResponse Account. This is only for you to identify which VR account you have connected to Zapier, in case there are multiple accounts. This doesn't affect the performance of your Zap in any way. You can click on "connect a different VerticalResponse Account" if you would like to connect a different account:
Click "Continue", you'll see the familiar VerticalResponse login window. Login with your VerticalResponse account (Zapier only works with the new VR platform and not for VRClassic customers):
Once you have logged in, you will be brought back to Zapier and your account will have been added successfully as shown below:
When you have connected the two accounts, you will see a screen like this.
Once your accounts are connected, you can choose the criteria for what you want to Zap. For example, while connecting your Wufoo form to VR, you need to specify which Wufoo form you want to use for new sign-ups.
Now you need to map the fields between your trigger and action applications, in our example, between Wufoo and VerticalResponse. This is required because when creating new contacts in VR from the Wufoo form submissions, the Zap should know which Wufoo data to send to VR.
Once you have set up your Zap, you can test it out as shown below. You can check the trigger and action samples and even refresh the samples if you have added new data to your Wufoo or VR account.
That’s it! You are all set. All that is remaining is to give your Zap a name and turn it on.
VerticalResponse Zap tips
When using the VR action "Adding a Contact to a List", make sure to choose the list to add the contact to. The drop down will show the lists in your VR account, just choose the list you want to add these contacts to. If you want to put these contacts into a new list, create one in VR and refresh this page:
If using VerticalResponse as a trigger, like adding a "New Contact", you can create filters using VR Contact Attributes such as first name, last name, email, address, city or any of your custom fields. By specifying filters, you can ensure that only when those conditions are met will the Zap will be triggered:
When using VerticalResponse as a trigger, like adding a "New Contact", custom fields in VR can be mapped to other service's fields.