How to Set Up Zapier and Make.com Integrations for Your Campaigns
If you’re running any type of campaign and need to automatically transfer participant data (including custom fields) into your CRM or email service provider, setting up an integration through Zapier or Make.com is the perfect solution.
Why Use Zapier or Make.com?
Both platforms allow you to integrate with thousands of apps that may not already be available in the list of direct integrations. While Zapier and Make.com provide similar functionalities, the steps for setting them up with your campaign are easy to follow.
Step-by-Step Guide for Setting Up Zapier Integration:
Log into Your Zapier Account:
Once logged in, search for "Webhooks by Zapier". This will allow you to capture the data from your campaign.
Create a New Zap:
Start by creating a new zap and choose "Webhooks by Zapier" as the app you want to work with.
Under Event, choose "Catch Hook" since you're capturing data from your campaign. No need to worry about posting data for now.
Click Continue.
Generate Webhook URL:
Zapier will now generate a unique webhook URL for you to use.
Copy this webhook URL, as you’ll need it to integrate with your campaign platform.
Go to Your Campaign's Settings:
In the campaign editor of your viral sweepstakes or photo contest, navigate to the Settings step.
From here, go to List Integration (not the usual "Integrations" section).
Select Zapier as the integration type, even if you are planning to use Make.com.
Paste the webhook URL that you copied from Zapier into the appropriate field.
Save and Deploy your campaign.
Test the Integration:
Submit a test entry through your campaign form (e.g., using test data like test@test.com).
This will trigger the webhook and send data to Zapier.
Verify in Zapier:
Return to Zapier and click Test Trigger to confirm it captured the data.
You should see all fields (like first name, last name, and email) properly mapped.
Click Continue.
Choose Destination App:
Now that the webhook is capturing data, add a step in your Zap.
Choose the app where you want to send this data (e.g., MailChimp, Google Sheets, etc.).
Follow the prompts to connect your account and map the fields correctly.
Run the Zap to ensure everything is set up and running smoothly.
Step-by-Step Guide for Setting Up Make.com Integration:
Log into Your Make.com Account:
After logging in, go to Create New Scenario.
Set Up a Webhook:
Choose "Webhooks" from the available tools in Make.com.
Select "Custom Webhook" and create a new webhook.
Copy the newly generated webhook URL to your clipboard.
Go to Your Campaign's Settings:
As with the Zapier setup, navigate to List Integration in your campaign editor.
Choose Zapier as the integration and paste the Make.com webhook URL into the webhook field.
Save and Deploy your campaign.
Submit a Test Entry:
As you did with Zapier, submit a test entry in your campaign to trigger the webhook and send data to Make.com.
Verify in Make.com:
Go back to your Make.com account and check if the data was captured correctly.
You’ll see all the mapped fields, such as first name, last name, and email.
Choose Destination App:
Once Make.com captures the data, add a module to send that data to your desired app (e.g., your CRM or email marketing tool).