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      How do I integrate to my CRM/ESP with Zapier as an Opensend B2B customer?

      Note: All the enriched business intelligence data for identities resolved is available for mapping with your CRM via this Zapier integration

      1. Navigate to Integration tab

      2. Select Zapier

      3. Under the fields dropdown select default fields from Opensend and any custom fields you added and want to send to Zapier

      4. In the next field, you will be asked for the Zapier Webhook URL

       

      5. To get the Zapier Webhook URL, login to your Zapier account and click on the “Create Zap” button from the left bar on the dashboard. 

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      6. From top left click on the edit icon to add the name of Zap  “Opensend Webhook”.

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      7.  Under the trigger search bar, search for “Webhook”. It will show a list from where select “Webhooks by Zapier” option

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      8. Under Event field, select "Catch Raw Hook" option

      9.  Click Continue

      10. Copy the webhook URL generated Zap

       

      11. Go back to the Opensend Dashboard screen and paste the Webhook URL there and press Send a test request

       

      12. In the popup add the email address to send as a test to Zapier and Press Send

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      13. Go back to Zapier and click Test Trigger.

       

      14. You should be able to see the test event there. Press Continue to proceed

       

      15. In the next step click on "+" icon to add a step

      16. Search and select "Code by Zapier"

      17. Under event select "Run Javascript" and click Continue

      18. In input data enter "body" and in enter text or insert data select "Raw Body" from first step.

      19. Go back to Opensend dashboard and copy code from "Example code - posting to CRM"
      Note: Please note, this is an example code to convert data that we are sending, it can be customized as needed. 

      20. Go to Zapier and under Code section, paste the code 

      21. Click "Continue"

      22. Click "Test Step"

      23. Now your data is ready for mapping with CRM. Click Continue

      24. 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

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      25. 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

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      26.  Under account option please authenticate the Salesforce account to integrate with

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      27. On starting the salesforce authentication it will open a new screen select your salesforce production account from there

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      28. Once the account is authenticated, you can select it from Zapier account drop down and press Continue

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      29. Under action select the account where you want to populate the contacts, and map out the fields. For fields mapping use data from "Run Javascript in Code by Zapier".
      • Few points to note on the email field mapping:
            • Case 1: If you have separate fields in your CRM for personal and work email, you can use both Work Email and Personal Email
            • Case 2: If you have only one email field to map you should be using "Contact Email" for mapping. Contact email will check and map the work email if it is available, else it will map Personal email to the email field
      Note: All the required fields should be mapped out like email field. After finishing fields mapping, Press Continue.

      30. Click "Test Step"

      31. Click "Publish" 

      32. Go back to Opensend dashboard and click Done to close the popup 

      33. Click Submit button

       

      34. Make sure the Zapier toggle on top is enabled on Opensend  in order for the integration to work

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