How to Integrate with Zapier

Last Updated: Mar 15, 2018 05:25PM PDT

Zapier is a service that allows you to integrate one platform, like Woobox, with hundreds of other platforms. It can be used to integrate entry data from your users to a large number of CRMs that aren't natively supported via our Realtime Exports.

Getting started with Zapier is easy. Just be sure to follow each step.

First, you'll need to log in or sign up for a Zapier account. They have a free option for limited usage, with paid plans available for more traffic and features.

After signing up, click "Make a Zap".


Make a Zap


On the Choose a Trigger App screen, search for "Woobox" then select the Woobox icon.



The next screen will ask you to select a trigger. "New Participant" is currently the only available trigger. Click "Save + Continue".

Select Woobox Trigger

The next screen will ask you to Select a Woobox Account
Select Woobox Account

If this is your first time integrating Zapier, go to the Business Settings -> Integrations section of your Woobox dashboard and select Zapier. Generate an API Key if you haven't already, and copy the API Key from this screen.
*Important: API Keys are created on the business level. You will have a unique API Key for each of your Facebook pages or businesses.


API Key

Now, go back to Zapier and click "Connect an Account". You will see this popup:
Zapier API field

Paste the API Key into the field and click "Yes, continue".

Once the account appears, click "Save + Continue".

On the Set up Woobox Participant screen, select the campaign you wish to connect from the drop-down menu, then click "Continue". 

Zapier - set up participant

On the Test Woobox screen, you can test the connection. Be sure that you have submitted at least one test entry, then click "Fetch & Continue".

Zapier should say "Test Successful!". Click "Continue".

On the next screen, you will Choose an Action App. For this example, we'll use Gmail.

Zapier - Choose an action app

Then you'll Select an Action and click "Save + Continue".

Zapier - Select Gmail action

On the next screen, you will be asked to select or connect an account, then click "Save + Continue".

Zapier - Select gmail account

The next screen may vary based on the action app and action you've chosen. For Gmail, we'll setup an email, then click "Continue".

Zapier - set up email

On the next screen, you'll have an opportunity to send a test or skip the test.

Zapier - test email

Now you can add another step, or click "Finish" to complete the Zap setup. After clicking "Finish" you'll be asked to name your Zap and turn it on. 

Name your Zap
Turn on Zap

Your Zap is now setup! Be sure to enable Zapier in the Exports -> Realtime Exports section of your Woobox campaign. 

Our Zapier integration opens up hundreds of opportunities to integrate with new platforms. What will you choose?