This article is for customers of our DTC product looking to integrate via Zapier
Zapier is a great option for easily integrating into virtually any CRM/ESP. Follow the simple instructions below to get connected!
PLEASE NOTE: Let us know if you intend to integrate with Mailchimp, as some additional setup may be required.
- Go to the integrations tab on the Opensend Dashboard
- Click Main Connections
- Click Add Destination
- Select Zapier
- Add Name, Description, and Click Next
- Under the fields, dropdown select default fields from Opensend and any custom fields you added and want to send to Zapier
- In the next field, you will be asked for the Zapier Webhook URL
- To get the Zapier Webhook URL, log in to your Zapier account and click on the “Create Zap” button from the left bar on the dashboard.
- From the top left click on the edit icon to add the name of Zap “Opensend Webhook”.
- Under the trigger search bar, search for “Webhook”. It will show a list from where select “Webhooks by Zapier” option
- Under Event field, select Catchhook option
- Click Continue
- In the next step under Trigger Select continue and leave it blank
- Copy the webhook URL generated Zap
- Go back to the Opensend Dashboard screen and paste the Webhook URL there and press Send a test request
- In the popup add the email address to send as a test to Zapier and Press Send
- Go back to Zapier and click Test Trigger.
- You should be able to see the test event there. Press Continue to proceed
- In the next step, under the action search bar, search for the CRM you are using e.g. “Salesforce”. It will show a list from where select “Salesforce” option
- Under Event you can select the event as needed. For example you can select Create Contact if you want to add the new record from Opensend as a Contact on Salesforce and press Continue
- Under account option please authenticate the Salesforce account to integrate with
- On starting the salesforce authentication it will open a new screen select your salesforce production account from there
- Once the account is authenticated, you can select it from Zapier account drop down and press Continue
- Under action select the account where you want to populate the contacts, and map out the fields. All the required fields should be mapped out like email field. After finishing required field mapping, Press Continue.
- Test the action in the final Step and Publish the Zap
- Go back to the Opensend dashboard and click Done to close the popup
- Click Next
- Select the Traffic sources from where you want to receive the data
- Click Create Connections
- Select the connections and Click Publish
