Zapier integration

Zapier is an online automation product that connects apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration

With Zapir you can connect your inwise account to a wide range of applications and services: Web management systems (WordPress), cloud solutions ( Google Sheets), CRM systems ( Salesforce), lead systems ( Pipedrive), website building ( WIX), E-commerce systems ( Magento) for Facebook and many more …

In this guide we will demonstrate three integrations:

1.Sync contacts from Google Sheets to inwise.
2. Sync removal contacts from Google Sheets to inwise
3. Sync contacts from Google Contacts to inwise.

First, log in to your Zapier account.

A Zap is an automated workflow that connects your apps and services together. Every Zap consists of a trigger step and one or more action steps. When you turn your Zap on, it will run the action steps every time the trigger event occurs.

To create a new process, click “MAKE A ZAP” (1).

1. Sync contacts from Google Sheets to inwise.

1. First, add a trigger:
   Choose your trigger app – Google Sheets. The Zap will be triggered by an event that occurs in this app.
   
   Select your trigger event – “New or Updated Contact”. This will be the event that occurs in the selected app that triggers the Zap.
   
   Select your Google account Set up your trigger (1).
   Select the relevant file (2).
   And select the information fields – Columns (3).
   
   Test your trigger: test your trigger to see if it pulls in the right data.
   When your trigger is set up successfully, a green checkmark icon will appear in the top left of the step.
2. Next, add an action – integrate to inwise
   Choose your action app – inwise. The Zap will perform an action in inwise when it is triggered.
   
   Select your action event – “Add/Update Subscriber”. This will be the event that the Zap performs in the selected app when it is triggered.
   
   Select your inwise account with user name and password.
   Select the key field (1) – Email
   Select the contact group which you want to update (2).
   You can select more fields (3) that update in your inwise account (enter the field number as displayed in your inwise account: Field 1…Field 2)
   
   Test your action: test your action to see if it’s working as expected.
   When your action is set up successfully, a green checkmark icon will appear in the top left of the step.
   Next, give your Zap a name so you can easily identify it on your dashboard.Finally, turn on your Zap, in the upper right, click to toggle the switch ON
   Once your Zap is turned on, Zapier will update the new contact from google sheets into inwise.

2. Sync removal contacts from Google Sheets to inwise

Follow the same steps as in Sync Contacts.
At the second step: add an action – integrate to inwise, select the action event – “Unsubscribe Email” (2).

and continue synchronizing contacts as above.

3. Sync contacts from Google Contacts to inwise.

Follow the same steps as in Sync Contacts.
At the first step, Choose your trigger app – Google contacts. The Zap will be triggered by an event that occurs in this app (1).
Select the trigger “Trigger Event” (2).

Now, approve access to your Google account.
Select the relevant contact group or leave it at default “All contacts”.