In this article let’s see how to integrate Zapier and ConversionControl. This integration will allows you to receive incoming data from many tools in a few clicks.
Let’s take a step back for a moment, in order to understand first what Zapier is and then why it will be very useful to integrate Zapier and ConversionControl.
What is Zapier and how it works
Zapier is a tool that gives you the possibility to integrate and communicate which different apps, in a very simple way. Inside Zapier you will find over than 1.000 tools, which you will have the possibility to connect without using complicated programming languages or specific codes.
The connection between two instrument via Zapier is called Zap.
What is a Zap
As anticipated, a Zap is the link between the two instruments you choose to connect via Zapier. While creating your Zap, you will be prompted to choose trigger and action.
The trigger is the event that activates the Zap, the condition that must be satisfied within the instrument which if you want to receive the data, in order that the Zap to activate and trigger the action.
The action is therefore the consequence, the result of the trigger. That is what must happen when the event that activate the trigger occurs.
Let’s make an example:
- Facebook Lead Ads (trigger) + ConversionControl (action): every time a user leaves his data in the form of a lead generation campaign, the contact is inserted into ConversionControl and a Task is created on him.
How to integrate Zapier and ConversionControl
To integrate Zapier and Conversion Control, you must first log into both tools.
Once logged in, from the ConversionControl menu select Integrations > Other Integrations. At this point the Integrations screen will open, where is located the Zapier Integrations section (image below).
Now click the “Connect to Zapier” button, Ora cliccare il pulsante “Connect to Zapier”, a Zapier screen will open communicating the invitation to use ConversionControl on Zapier (image below).
Now click the “Accept Invite & Build a Zap” orange button to connect the tools. At this point the Zapier dashboard will open.
From this moment it will be possible to search ConversionControl on Zapier like a tool to send data to (at the moment ConversionControl can only receive data, therefore it not possible to send outgoing data from CC to Zapier).
Now it’s time to create the first Zap!
Clicking the “Make a Zap” black button situated on top left, Cliccando il pulsante nero “Make a Zap” che si trova in altro a sinistra , you are redirect to the main Zap setting screen.
First you will be prompted to choose your trigger, then you will need to search for and select the tool you want receive data from.
Once you have selected the tools, depending on the one you have chosen, you will have to decide which event (trigger) will activate the Zap and you will be prompted to login.
After that you can move on to step 2: setting of the action. In the app search field, just type ConversionControl and select it to enter it as an action.
At this point you have to choose the action (Action Event) that will have to arise following the activation of the trigger. At the moment, the only action available for ConversionControl is to receive incoming data, so you will only find Push Lead Data to Conversion Control.
Note: only when you create your first Zap connected to ConversionControl, after clicking the “Continue” button, you will be prompted to log into your ConversionControl account to be able to retrieve and insert the Key, in order to complete the integration (you can find the Keys, selecting from the CC menu: Integrations > Other Integrations > Zapier Integrations – see first image of the article).
You will then have to click the blue button “Sing in to Conversion Control (1.0.0)” and the the screen will open where you can enter your Public Key and your Secret Key (images below).
Your Zap is now almost complete. Now you will have to fill the necessary fields so all the data of your interest are entered in Conversion Control.
Note on CUSTOM FIELD fields
When you choose the fields to associate with ConversionControl, at the end you find 10 Custom Field.
These are the custom fields, thorough which you request additional or personalized information from your users.
For the integration between ConversionControl and Zapier you have the possibility to set up to 10 custom field, so beware: not 10 fields for each tool you connect to CC (for each Zap), but 10 fields for the integration.
This means that these 1o custom fields will be the same for every tool you connect to ConversionControl. So remember to be very careful when setting them, because each of them will always correspond to the same data, also for different Zaps.
Let’s take a practical example:
integrate Facebook Lead Ads to ConversionControl and you request the State and the Company Name in your Facebook form.
Then associate Custom Field 1 with the State and Custom Field 2 with the Company Name.
If you make a new Zap, example between Calendly and ConversionControl, and even here you need to pass some custom fields, you will need to keep in mind that Custom Field 1 and 2 have already been used for the State and Company Name. Therefore, the new custom fields will have to start associating them starting from Custom Field 3.
Proceed in the same way for subsequent Custom Fields to be associated.
Complete your Zap
Once you have filled in all the fields, you will need to test your Zap, in order to be sure that all the data passes correctly. Once this as been verified, simply activate your Zap to start automatically transmitting data into your ConversionControl account.