Zapier

Thanks to the integration of Acumbamail with Zapier, you can optimize your processes and workflows, integrating Acumbamail with over 3000 applications so you can focus on what really matters. To do this, it is important to know how this platform works in order to create automations or Zaps.

What is a Zap?

A Zap is an automated flow of actions that tells your application to follow this command: "When that happens, do this." Each Zap has a trigger (a trigger) and one or more actions. The trigger is the event that fires a Zap, and the action is what the Zap does for you. When a Zap runs, each action it completes counts as a task. Below, we will exemplify the creation of a Zap with Typeform, a web application for creating forms along with Acumbamail.

How to create a Zap?

Very easy, select on the main page the applications you want to connect. In this example, Typeform and Acumbamail are connected, but you also have the option to connect Acumbamail with your CRM, with your Analytics platform, or with your Social Media. (Apart from Typeform, remember that Acumbamail has its own forms fully integrated with your lists).

Once inside the Zap, you can give it a name and choose the trigger (trigger) of the action you want to perform in that Zap. In this case, the trigger is a new response in the form.

To connect your applications to each other, it is necessary to log in to each of them, and to do this you need to create a connection between Zapier and the application. With Acumbamail, it is very simple; you just need to follow the instructions provided on the page. First, you have to choose from the multiple actions that the platform offers.

Once this is done, you must create a connection with Acumbamail by pressing the Log In button and later entering your client identifier (also called auth token or API Key), which you can find in the API documentation.

Once the connection is established, we can configure the trigger and the action. Both can return data with which we can automate future actions. In this case, the data returned by the Typeform trigger are the answers to each of the questions, from which we are interested in obtaining the phone number to send a discount to our customers.

The configuration data of the Zap are test data; once the Zap is published, the data is replaced with real ones, thus allowing you to automate your tasks! 🎉

And how do I add subscribers from other platforms?

Very easy! Acumbamail allows you to add new subscribers or update their fields with new values through the action "Add/Update Subscriber".

To update the values of a specific subscriber, you must check the option "Update Existing Subscriber Data" as True, and if the subscriber did not exist before, it simply adds them to the list. Additionally, the type of the field is also displayed on the screen, such as a list type field, a decimal number type, or a date type.

It is worth noting that Zapier allows adding custom values, which are outside the expected, in various fields such as the Boolean, Combobox, and others. In the following case, a subscriber is added to the Leads list every time a row is added to a Google Sheets spreadsheet.

Once you have created your Zaps, you can see both active and inactive ones in the Zaps tab. We recommend visiting the support page of Zapier and exploring all the possibilities that this platform offers along with Acumbamail!