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".
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".
The next screen will ask you to Select a 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.
Now, go back to Zapier and click "Connect an Account". You will see this popup:
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".
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.
Then you'll Select an Action and click "Save + Continue".
On the next screen, you will be asked to select or connect an account, then click "Save + Continue".
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".
On the next screen, you'll have an opportunity to send a test or skip the test.
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.
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?