What is the Zapier Integration?
Channeltivity’s integration with Zapier allows you to connect your Deal Registration process with 1000s (view apps here: https://zapier.com/apps) of other web applications to share information, automate tasks and workflows. Some examples include:
- Sending customized email notifications about new and updated Deals
- Updating Google Sheets with Deal Registration data
- Triggering updates in Channeltivity when certain actions are completed in Salesforce such as updating or closing an Opportunity
Is coding required?
Coding is not required. Zapier allows you to create point and click integrations without developer help.
How does it work?
It all starts with a Zap. A Zap is an automated workflow between Channeltivity and another app. For example, you may have a Zap that pushes Deal Registration data into a Google Sheet. You may have another Zap that sends an email notification every time a Deal is changed to a specific status in Channeltivity.
Zaps consist of at least two parts:
- Trigger- A Trigger is the event in an app that starts the Zap such as an updated or new Deal in Channeltivity or any other event in a Zapier-connected system.
Zapier - Channeltivity Trigger
- Action - The Action is the event that completes the Zap. Actions include sending custom emails, updating Salesforce records, Deal Registrations, Google Sheets and more.
Zapier - Google Sheets Action
Besides the mandatory Trigger and Action steps of a Zap, you may also want to add Filters to ensure Actions get performed only on the items you want. With Filters, you set a specific condition (e.g., when the "Registration Status" field is "Approved") to get to the granularity you need. When the data from your Zap meets the conditions of a filter, it proceeds to the next action(s) in your Zap. Learn more about Filters here: https://zapier.com/apps/filter/help
Zapier - Filter
How much does it cost?
The Zapier Integration is included in the below Channeltivity subscriptions at no additional cost:
- Enterprise Standard
- Enterprise with Salesforce
- Enterprise with HubSpot
If you don’t have an account with Zapier, you can sign up for a free account here: https://zapier.com/sign-up/. If you wish to sign up for a paid plan that includes premium features check out: https://zapier.com/app/billing/plans.
How do I turn it on?
To activate the integration please contact Channeltivity Support. Once the integration is activated, go to Settings > API & Integrations > Zapier and click the Zapier Integration invitation link in the page description.
Zapier Integration Page
If you are not logged into Zapier at that time, the system will direct you to the Zapier login page to log into your Zapier account. Once you are logged in, you'll be able to view and accept the invitation.
If you are logged into Zapier at that time, you'll be able to view the invitation and accept it by clicking the "Accept Invitation & Build Zap" button.
Zapier Invitation Page
Once you accept the invitation, you'll be taken to your dashboard page in Zapier. Click the "My Apps" tab to connect Channeltivity to Zapier. In the Connected Accounts dropdown menu, search for and select "Channeltivity" from the menu. For instructions on how to connect other accounts/apps to Zapier, check out: https://zapier.com/help/connected-accounts/.
Zapier Connected Accounts Page
A new window will appear with authorization instructions. Enter your portal's URL and click "Yes, Continue" to allow Zapier access to your portal. The portal URL should match the format: https://[portalName].channeltivity.com.
Zapier Access Page
You'll then click the "Authorize" button on the Authorization Request page.
Zapier Authorization Page
Once your Zapier account is connected to Channeltivity, you can start creating Zaps by clicking the "Make a Zap" button in the top right corner of the page.
Can Channeltivity Support help me create Zaps?
Our Support Team is happy to help you create the Zaps you need to automate tasks and workflows. For more information about Channeltivity’s integration with Zapier or assistance creating Zaps, please contact Channeltivity Support or check out Zapier's support documentation here: https://zapier.com/learn/getting-started-guide/.