Sending a Contact Data OUT to Zapier for Third-Party Integrations

Zapier is a wonderful thing!!!  If you have a third party software that you would like to integrate with, such as a dialing system, a direct mail service, or maybe even creating a Google Sheet (to name just a few), you have the ability to create a very short Webhook flow to get your lead contact data OUT of EngageMore and into Zapier to automate the connection and task with your favorite third-party software.  Of course, there needs to be an available Zapier integration available for your third-party software, so check that first to be sure you have the option.  In this lesson, we show you the easy steps to do the Webhook OUT from EngageMore CRM.    This example shows you the basic steps to create the Webhook out.  Use this lesson for all future outgoing Zaps.  We give you a simple integration in this lesson on creating a Google Sheet. From here, you can basically integrate any other third-party software you want!!!  Have fun!

THIS IS AN ADVANCED LESSON.  If you have no experience with Zapier yet, or do not have a Zapier account, please be sure to first watch the training on Setting up your Zapier Integration HERE.  

ABOUT ZAPIER:  Integrations using Zapier does require a paid Zapier account. We highly recommend Zapier for many different amazing integrations coming in and going out of EngageMore CRM.  Please know that EngageMore CRM can provide you help connecting and managing Zapier.  We offer set up and monthly management services for you Click here to learn more.


HERE ARE SOME HELPFUL SCREENSHOT AND WEBHOOK CODE RECIPES WE HAVE BUILT FOR YOU:

Outgoing Web hooks - Engagemore CRM to Zapier

This is a two-step process:

1) create a drip flow in Engagemore using a WebHook action item and 2) create a zap in Zapier using the WebHook app as the source connected to your selected receiving app. 

Here is the process:

Create a new drip flow in EngagemoreCRM.  Select the Webhook action item as the first action of your new drip flow. 

This step creates a new Webhook template within the EngageMoreCRM drip flow you are creating.

Edit the Drip Flow Webhook template.  

  • Set the Method to JSON
  • Fill in the parameters with the fields you want transferred from Engagemore CRM out to Zapier.  What lead information fields you decide to add will depend on the App/software you want to connect it to within Zapier and what you want it to include.

About the Webhook parameters - here are some example recipes below:

This Webhook expects the parameters to be in JSON format.  We provide a couple of parameter scripts that you can copy/paste into your Webhook template.  Easily/copy and paste and you can remove what you don't want. 

Example Recipe 1
{
 "first_name": "%%FirstName%%", 
"last_name":  "%%LastName%%",
"full name":  "%%FullNames%%",
 "email": "%%email%%",
 "phone": "%%phone%%"
}

Example Recipe 2
{
 "first_name": "%%FirstName%%",
 "last_name":  "%%LastName%%",
"full_name":  "%%FullNames%%",
 "email": "%%email%%",
"phone": "%%phone%%",
"birthday": "%%birthday%%",
"company": "%%company%%",
"address": "%%address%%",
"city": "%%city%%",
"state": "%%state%%",
"postal_code": "%%postalcode%%",
"add_date": "%%adddate%%"
}

Once you've added parameters to your Drip Flow Webhook template it will look like this: 

(IMPORTANT... AFTER THE LAST FIELD, BE SURE YOU DO NOT HAVE A COMMA OR THE DATA WILL NOT TRANSFER!!)

Now lets Create the Zapier connection

In Zapier, create a zap.  Search for the app "Webhooks by Zapier" as your first step.

Choose a Trigger Event for the Zapier Webhook.  Choose Catch Hook.  This action generates a new URL for you to use in your Webhook template in EngageMore CRM.

Copy the Custom Webhook URL. Return to your Webhook Drip Flow in Engagemore CRM and Paste this URL in the Webhook template field called URL. Now you have a drip flow which is a Zapier step to retrieve data from a contact.  

Lastly, be sure that you have run the test with a lead/prospect in your system BEFORE you build your Zapier Webhook so you have example data to send into Zapier.  You test it simply by turning on the Drip Flow within one of your contacts.  Be sure that the entire flow creates the Webhook you want with your favorite software and you are done!!!  

TIP:  To turn on the flow in bulk, you will need to first create an Autoresponder that will start with an email (I know, it's a pain), but if you send your people a quick email to add to the Autoresponder, you can then use this  Flow as the completion assistant.  Just add a quick email to autoresponder that advises them what you are planning on doing... or just check in to see how they are doing.  No biggie!