How to Connect Convertful with Zapier
With Convertful you can easily integrate your account with Zapier and use Zaps to send data to 3rd-party applications. Just follow the guide below to set up a Convertful Zap.
1. Log into your Zapier Account #
Log into your Zapier account and go to the Convertful integration page to browse for ready to use templates with applications like Slack, AWeber, Active Campaign and Airtable.
Alternatively you can also go to Create a Zap, search and select Convertful from the Apps list.
2. Set Up Convertful Trigger #
Choose the Trigger event (Trigger 1 ... Trigger 10).
The trigger you choose defines this exact Zap in your Zapier dashboard and you'll need to specify it in a Convertful's button later on.
Next, you need to connect Zapier by signing into Convertful account.
Once you have signed into your account, select the site you want to connect and you click on the Approve button to approve the connection.
Once you account connected, you can test the connection and select "Sample" data to test.
Note that default sample 'Trigger A' will contain all default and custom fields you're currently using for the widgets on this site.
If you need to add other fields, which are not yet presented in the default trigger list, you can add those fields in Convertful widget and press the Find new records button to get an updated sample with relevant fields list.
Press Continue to finish the trigger customization.
3. Set Up Action Step #
Next, you can add the action step to connect Convertful trigger with the application you need.
For example, we'll show how it works with Platformly. Start with searching and adding the Platformly app. Next, choose an action event from the available options.
Next, you need to connect Zapier by providing the API for your Platformly account. Other apps, you may be asked to sign into the account and approve or allow the connection.
Next configure your data for testing and click Continue.
Perform the Test Step.
Once test is completed, you will then have the option to publish your Zap. Don't forget to give your Convertful Zap a name to recognize it in the Zaps list.
4. Specify Trigger in Zapier Integration Settings #
Finalizing step: once integration and Zap are ready, the default action 'Execute Zapier default trigger' will be available in your widget's On Submit Actions buttons:
If you previously (in Step 1) specified trigger different from the Trigger 1 -- open your site's Integrations tab >> Zapier and specify the trigger you chose as default:
That's it! Now your Zapier integration is ready and working.