This article shows how to send lead data from IO to Zapier, so a Zap can pass it on to thousands of other apps. You pick which leads are sent with a filter, and which pieces of data are sent with a report.
Prerequisites
- Before initiating the setup process, ensure you have generated an API Key for Zapier. This key is essential for Zapier to interact with your IO account securely.
- Each record sent to Zapier counts as an API transaction. See API - Transaction Charges.
Step 1 - Set Up the Filter
The foundation of this integration lies in creating a precise filter that dictates what information is sent from IO to Zapier. Here's how to set it up:
- Create a Filter: begin by establishing the conditions under which information is triggered and define the data you're working with. This filter acts as a gateway, determining the scope of data transfer.
- Test the Filter: it's crucial to test the filter to confirm it generates the desired list of information. This step ensures the filter's accuracy before it's put into actual use.
Step 2 - Create the Report
Once the filter is in place and tested, the next step involves creating a report based on the filtered data points:
- Generate the Report: design a report querying data points from the filtered list. This report specifies which pieces of data are to be sent to Zapier.
- Review the Report: before proceeding, view the report within the context of the created filter to verify the correct data points are included.
Step 3 - Configure the Zapier Integration
With the filter and report ready, move on to setting up the integration in Zapier:
- Log In and Create a New Zap: access your Zapier account and initiate a new Zap creation.
- Set Up the Trigger: choose the latest version of the software as the trigger for your Zap. When prompted, input your API Key to link your IO account.
- Customize the Trigger Details: assign a descriptive name to the trigger for easy identification. Choose the location the data should come from. On a single location account, choose the single location option.
- Select Report and Filter: choose the previously defined report and filter to ensure the correct data points are triggered.
- Test the Trigger: perform a test to confirm that Zapier correctly pulls sample data. This step is to validate the setup, understanding that actual data transfer will align with the defined filter once active.
Step 4 - Finalize the Integration
After successfully testing the trigger:
- Link Actions in Zapier: connect the trigger to desired actions within Zapier, automating tasks based on the incoming data from IO.
- Activate the Zap: with everything set up and tested, activate your Zap to start automating workflows between IO and Zapier.
What Happens Behind the Scenes
- Turning the Zap on creates an Automation in your account, named after your trigger, with a Send Data action that points to Zapier. You can see it under Settings > Automations.
- The automation sends each lead once.
- Turning the Zap off removes that automation again.