Zapier is an online automation tool that allows you to connect favorite apps, such as Google Forms, Unbounce, Sumo, and 1000+ other with Omnisend. You can integrate two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. 

Contents

Use cases
Before you start
Connecting Omnisend to Zapier
1. Create a trigger
2. Create an action
Action 1 — Create Subscriber
Action 2 — Trigger custom event
3. Enable the Zap
FAQs

Use cases

Thanks to the integration between Omnisend and Zapier, you can push new contacts straight to your Omnisend audience (while contact acquisition is handled by another 3rd party tool) or fire custom events based on the trigger you set. Here are several ideas on how you can make use of Omnisend and Zapier:

  • A new contact fills in the Google Form or is acquired via Sumo popup? Not a problem! That subscriber is automatically sent to your Omnisend contacts list.
  • Use the custom property to differentiate the different sources via which your contacts sign-up, so that you can create separate segments for each of the sources and send different welcome emails based on the segments you created.
  • Connect Facebook Lead ads and seamlessly push new subscriber data to Omnisend.
  • Trigger automation workflow based on any custom event, i.e., send follow up emails each time clients fill in a survey.

Before you start

  • All contact fields (default and custom properties) can be passed to Omnisend through Zapier. Please note, the email field is required.
  • Available for all Omnisend customers regardless of the e-commerce platform or pricing plan you use.
  • This integration requires having an account in Omnisend, Zapier, and 3rd party app that you would like to integrate with Omnisend.
  • Zapier is a third-party solution and has separate pricing.

Every Zap consists of at least two elements: 

  1. The trigger (e.g. a subscriber was captured by a popup);
  2. The action ( e.g. send the subscriber data to Omnisend).

Connecting Omnisend to Zapier

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

  1. Creating a trigger (on 3rd part app side);
  2. Creating an action (on Omnisend side);
  3. Enabling the Zap.

First, log in to your Zapier account and click on Make a Zap!

1. Create a trigger

In the triggering section, choose a tool/platform that you use to collect subscribers. Please, keep in mind that currently Omnisend cannot be added as a trigger. In the example below, we'll use Leadpages.

Then choose the action that is related to the new contact. For example, New Form Submission.

Then, follow Zapier's instructions and connect your 3rd party app account. 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.
 

2. Create an action

Currently, Omnisend supports two actions:

  • 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.

First, you need to configure your Zap so that all new subscribers would be sent to us. Therefore, in the Action App section search for Omnisend.

Then choose Omnisend Action Click Continue. 

The next step is to connect an Omnisend account. Click the Connect an Account button.

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.

After that, press Save + Continue.

 

Action 1 — Create Subscriber

You need to choose which particular fields (data) from a 3rd party tool must be sent to Omnisend.

To use custom properties user needs to:

  • enter the name without spacing, this will be used in Omnisend app after prefilled “zapier_“ text, i.e. zapier_[users_entered_name};
  • enter custom properties value or select it from the available parameters.

To map a particular field, click the button next to a field (see the screenshot below).

You will see a full list of all possible fields that a 3rd party tool can send over to Zapier, such as contact status, name, birth date, opt-in date and many more. Select the fields you wish to send to Omnisend. By choosing a status, you will have a possibility to mark your new contact as subscribed, unsubscribed or non-subscribed

In the example below, we're trying to configure the Email field (of Omnisend). So naturally, you should pick the Email value from the Leadpages drop-down.

Add a Tag, if you wish to group your contacts and send them to a specific segment (list). If you want to send your new subscriber to multiple Omnisend segments at once, hit the Plus button and add more tags:

Learn more about working with contact tags and organizing your contacts here.
 
If you wish to add a custom property, you will need to name it and choose a relevant value from the drop-down list:

You can also enable the sending of a Welcoming message to the Zap you created!

After you have completed mapping all of the fields, save the changes, and test it.
 

Action 2 — 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)

 

3. Enable the Zap

As a default, all Zaps are disabled upon creation. Once you are done with the setup, don't forget to finally enable the Zap to start triggering actions in Omnisend!
 

FAQs

Is it possible to integrate Omnisend with Clickfunnels through Zapier? Yes, it is possible. Clickfunels is passing three triggers to Zapier — New Failed Purchase, New Sucessful Purchase, New Contact Activity. Therefore you can create or update the contact profile, as well as trigger the customer event.

Is it possible to pass data from Omnisend to Google Sheets? Unfortunately, it is not possible. Currently, Omnisend provides Zapier with Actions, letting you use the data given by Google Sheets, but not the other way around.

Do you have direct integrations with any survey apps, or can it be done through Zapier only? The majority of the subscriber-based apps let you collect some data about your contacts. You can even do that in Omnisend using our signup forms or the subscriber preference center. In none of these options works for you, you can look for the solution in Zapier. Popular integrations that can be done through Zapier include Typeform, SurveyMonkey

If you still have any questions or need any assistance, feel free to contact us at support@omnisend.com.

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