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.
#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.
#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.