Zapier is an online automation tool that allows you to connect favorite apps, such as Google Forms, Unbounce, Sumo, and 3000+ others with Omnisend. You can integrate two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. 

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Benefits
Connecting Omnisend to Zapier

Benefits

Connect Omnisend with more than 3000 apps and pass any contact data you want to Omnisend or trigger custom events inside your Omnisend account.

Available Omnisend events:

  • Create/update contact

  • Trigger custom event in Omnisend

Connecting Omnisend to Zapier

Connecting Omnisend to Zapier (making a Zap) consists of 3 main steps:

  1. Creating a trigger (an event that will cause the workflow to pass data to Omnisend, for example, a new row is created in Google Sheets);

  2. Creating an action (what should happen in Omnisend, when the trigger is triggered);

  3. Enabling the Zap.

First, log in to your Zapier account and click on Create Zap:

1. Create a trigger

In the triggering section, choose a tool/platform that you use to collect subscribers. Omnisend can't be used as a trigger. It means that data can be sent to Omnisend, but not synced from Omnisend. Select any app you want to pass data to Omnisend. In this example, we'll use Google Sheets and trigger workflow each time a new row is created in the spreadsheet:

The next step is to connect the app that will trigger our Zap. In our example, it's the Google Sheets account. Click 'connect new account', if you don't have the app connected yet or choose the one that is already connected:

Then select which spreadsheet will trigger this workflow. It's applicable only if you connect Google Sheets as a trigger event. All further steps of setting up the action are different and depend on the 3rd party platform itself, so please, follow all Zapier's steps until the Trigger is properly configured. For example, if you connect Google Forms, you'll need to select Google Form's name.

Note! Keep in mind that you need to have some data in your trigger event, as Zapier will need some data to build the workflow based on. So, if you don't have any data submitted in your trigger app just yet, make sure to submit your test data and then refresh Zapier and test the trigger

So, in my example, I want to pass the email address and name every time a new row is created in my Google Sheet:

Note! Zapier allows only the email address field to be used as an identifier. Therefore, all phone numbers are passed as SMS channel non-subscribers and you can't change the subscription status that is passed. Also, a phone number can't be passed without an email address.

Once you click the 'Test trigger' button, recently submitted data from your trigger app will be synced to Zapier:

That's it for the trigger app. Let's proceed with connecting Omnisend as an Action block in our Zap.

2. Create an action

There are two actions available in Zapier:

  • Trigger Custom Event. Trigger custom automation workflows to your customers coming from 3rd party app/tool.

  • Create a Subscriber. If you acquire a new lead with some 3rd party tool/app, you can then send the data to Omnisend right away.

Firstly, select Omnisend as your 'Action' step and select the action itself. In our example, we'll show how to set up the 'Create a Subscriber' action, as it's the most commonly used one.

The next step is to connect your Omnisend account to Zapier. Click 'connect new account', if you don't have the Omnisend connected yet or choose the one that is already connected:

In order to properly connect Omnisend to Zapier, you'll need to create an API key in Omnisend with Contacts and Events custom permissions and then paste it to Zapier's interface.

Go back to Zapier, paste the API key, and click Yes, Continue.

On the next step, you'll need to map the fields passed by your trigger app (in our example Google Sheets) to the fields inside Omnisend. I want to map the email address, which is the required field and name field, as these are 2 fields collected in my Google spreadsheet:

Also, it's a good idea to pass some unique tag along with the contacts. So, you'll be able to easily identify which contacts were created by Zapier:

If you have any other fields that you want to map, feel free to do so, by just clicking on the field that you want to map -> select out of the available options that are passed by your trigger app. If there's no default field to map the data to in Omnisend, map it as a custom property (e.g. favorite_color, but keep in mind that 'zapier' will be added to your custom property name and it'll look like this zapier_favorite_color).

Once all the needed fields are mapped, proceed to the next step and test the Zap.

 

The test contact will be sent to Omnisend:

If all the data passed correctly, you can enable the Zap.

Another action is 'Trigger custom event'.

To trigger custom events you need to:

  1. Select a custom event that should be already created in your Omnisend account

  2. Enter the email value for which subscriber your custom event should be triggered

  3. Enter custom fields system name (must match Omnisend custom event fields system name) and select the value that this field should have (optional)

If you still have any questions or need any assistance with the Omnisend side of the integration, feel free to contact us at [email protected]. If you have questions about Zapier functionality, we advise you to contact Zapier support and they'll be able to provide the exact steps to build/fix your Zap.

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