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Setting up Automations with Zapier

We have released our second revision of the DropFunnels -> Zapier integration.  Zapier 2.0 covers sending information out of DropFunnels to any application that's supported by Zapier or Webhooks.

Some examples of using Zapier would be:
1) Update a Google Spreadsheet with customer data during a purchase.
2) Adding a contact in an unsupported autoresponder or other CRM system.
3) Shipping physical products.

So here's how to use Zapier 2.0 with DropFunnels.

#1)  Signup for a free account at https://zapier.com.  Your free account allows for up to five Zaps.

#2)  From your Zapier Dashboard click the black '+' button, also labelled "MAKE A ZAP".

#3)  In the Search Bar type "DropFunnels", then click on the DropFunnels app.

Screenshot from 2021-04-26 18-50-10

#4)  Select the Trigger Event from the drop-down and click Continue.

NOTE:   Triggers fire on funnel by funnel basis as you'll see in Steps 5 and 6.

Screenshot from 2021-04-26 18-55-55

#5)  Select the site you want to have monitored from the drop-down.

#6)  Select the funnel that you would like to monitor for triggering this event and click Continue.

#7)  Click "Test Trigger".  If you don't have any data pertaining to the event you want to trigger, you can run through the funnel (in Test Mode if necessary), or create a new member in one of your Courses to create the data to be sent to Zapier during the event.

#8)  When you see the data from the event, you can click Continue.  This data is what you'll have to work with for the application you're connecting.

#9)  Next, add an action:  This can be any of the applications that Zapier lists for integrating with.

#10)  Choose your action app:  the Zap will perform an action in this app when it is triggered.

#11)  Select your action event:  this will be the event that the Zap performs in the selected app when it is triggered.

#12)  Select your app account:  select or connect the specific app account to use in the Zap action.

#13)  Set up your action:  Set up the data that you want to send over to your action app.

#14)  Test your action:  Test your action to see if it's working as expected.

For detailed information about Zapier, please see Zapier's website and help articles.

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