"We are revamping our Knowledge Base articles to serve you better. In case you find something unusual, do not panic. Reach out to our Support Team by submitting a ticket if you ever need some help.”

Automation with Zapier

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:
Check 1: Update a Google Spreadsheet with customer data during a purchase.
Check 2: Adding a contact in an unsupported autoresponder or other CRM system.
Check 3: Shipping physical products.

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

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

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

Step 3:  In the Search Bar type "DropFunnels", then click on the DropFunnels app.

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

Step 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

Step 5: Select the site you want to have monitored from the drop-down.

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

Step 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.

Step 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.

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

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

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

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

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

Step 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.

Was this article helpful?

Related Articles

DF Black Trimmed

Our Knowledge Base articles are undergoing a comprehensive overhaul to enhance your experience.

If you encounter any unexpected issues or irregularities, feel free to connect with our Support Team by submitting a support ticket for prompt assistance.
Join our Slack Workspace

Join the DropFunnels Slack Workspace and get access to the DropFunnels team, other DropFunnels members, twice-weekly support calls and more!

Join our Slack Workspace

Become A DropFunnels Wizard

Complete our Fast Start Training and learn everything you need to know to launch your first or next funnel.

From Lead Capture to Products, Courses to Blogs, this easy-to-follow training covers it all.

We’ll even give you $50 credit for completing the training!

Become A DropFunnels Wizard