Zapier
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What is Zapier?
Zapier is one of the most popular platforms where you can connect different apps together to create your own automation. Elegant Bots has designed its own app for the platform from where you can easily build any automation you like.
How to Connect to Zapier
To connect Elegant Bots to Zapier, follow the steps below,
Step 1: Go to Settings and select Integrations on the top menu.
Step 2: Look for Zapier Integration and Click on the “Elegant Bots in Zapier” button. A new tab will open and from there you need to login if you are not yet and you only have to press the button Accept invite & Build a zap.
Inserting your API key
The next step is to fetch your API key from Elegant Bos and insert this into the app in Zapier so it can get synchronized and fetch all your data from Elegant Bots.
To do this, go to your Elegant Bots dashboard, Settings > Integrations, then simply generate your token if you have not yet.
Paste the generated API key into the field below. Appcontx is the App we created in Facebook before so, we will be using this for now.
You have now synced Elegant Bots and Zapier. You can now create a Zap.
Create Zap on Zapier
Customization feature These are the steps to Create your Zap.
- Choose app & event
- Choose account
- set up trigger
- Test Trigger
Let’s start. First, select “Appcontx” app and the “New or updated Custom Field” Trigger Event.
Choose an account. Here we have selected the Elegant Bots AI bot.
Set up the Trigger.
We go back to Elegant Bots dashboard and set the action “Set Custom Field” and put the value 3491.
Then on Zapier, we set up the Trigger by selecting the Customer Field ZapNumber.
Then we test the trigger.
You should see something like the image below.
Done with the Elegant Bots to Zapier stuff.
It’s time to go to “Hubspot” part of the Zap.
You have to be logged in to Hubspot to integrate your account to Zapier.
Select “Hubspot” and “Create Contact”, hit continue.
Select your Hubspot account.
Set up action. Scroll down and find the data from Elegant Bots.
Look for the data you want moved to Hubspot such as the User First Name, User Last Name, Email, and Mobile number.
Test action and activate.
That’s it for creating your Zap named “List Contact”.
It’s time to do the final step.
Trigger Zap from Elegant Bots.
Create a flow where your “Trigger Zap” will be executed.
Select the Zap we just created – “list contact” Zap.
That’s it! Enjoy…