Zapier is a US provider that allows you to seamlessly integrate your Quentn campaign with over 1,500 third-party providers. This is useful whenever you wish you to send or receive contact information from your Quentn campaign to or from a third-party provider.
To connect Quentn and Zapier, a Quentn Basic account is required to enable the API.
A list of all third-party vendors that offer a Zapier interface can be found here.
This article contains the following topics (click on them to jump to the corresponding place):
You can easily create a free account at www.zapier.com. This is sufficient in most cases, but there are some limitations. For example, you can only have up to 5 connections with your free account and you do not have access to so-called premium apps. Paid accounts on Zapier start from about $18 per month and provide extended possibilities such as integrations over several levels (so-called 3-step zaps).
In the connections presented here, we limit ourselves to apps that are already available in a free account.
Zapier calls individual connections Zaps. A Zap connects two applications, e.g. Quentn and Google Spreadsheets or WooCommerce and Quentn. To create a Zap, you need an account with both providers that you wish to connect. In this case, this would be Google and a Quentn account or a WooCommerce and Quentn account.
Trigger & actions
Each Zapier application (app) contains a list of available triggers and actions. You can find out which triggers and actions are provided by a Zapier app on the page of the respective app, in Zapier's so-called Zapbook. In short, a trigger generates or sends data. An action, on the other hand, receives data or does something to you.
The store software, WooCommerce, offers for example the following triggers:
- New customer (a new customer was generated).
- New order (a new order was created).
You can find the Zapbook page on WooCommerce here.
Integration on Quentn
Quentn offers you several integration options with Zapier. For example, you can connect Zapier via the Create Contact action in the Quentn app. This means that the sent contact is created on Quentn, independent from the campaign. Quentn also offers you targeted integration into your campaigns. Two element types are available for this:
With the action element Send, you can send your contacts from your campaign to your Zapier-Zap. This is useful, for example, if you want to preselect which contacts should be sent within your campaign. For example, you could send buyers of a certain product to Zapier.
Event item Receive
With the event element Receive, you are able to integrate the contacts sent by Zapier into your campaign. For example, you could send all contacts who participated in a SurveyMonkey survey into an email sequence or cancel an ongoing email sequence for the contact.
Attention: This element has actually become superfluous. Please assign tags in the zaps, which you then react to in the campaign! This approach is simpler and more accurate.
Would you like to get started with Zapier straight away? Then use one of our ready-made Zap templates for your project.
Find Zapier API information
To connect a Zap to Quentn, you need to inform Zapier of two values: the API URL and the API Key. Both can be found in your Quentn account:
- Log into your account at www.my.quentn.com.
- Once in your Quentn account, click on My Account API Info.
- Click on the tab Zapier API.
- Copy values into the corresponding fields in Zapier and follow the instructions.
Send to Zapier (example)
From Quentn to Zapier to Google Spreadsheet
In the following example, we will show you how to link your Quentn account with Google Spreadsheet via Zapier. Let's assume you have a form on your website that visitors can use to sign up for the newsletter. You now want every new contact to be written to a Google Spreadsheet table completely automatically and without your intervention.
Step 1: Create Zap
The first step is to log in to the Zapier website and create a new Zap. Select the Quentn app as the trigger.
Follow the instructions via "Campaign Contact" until you finally arrive at "Connect an Account". A new window will open when you click on it, allowing you to connect your Zap to your Quentn account.
Step 2: Connect Zap to Quentn
There are two values that you need to tell Zapier. The API url and the API key. You can find both in your Quentn account under My Account -> API Info -> Zapier API. Copy both values into the corresponding fields at Zapier and follow the further self-explanatory instructions.
Step 3: Link item ID
In the campaign you used to create the registration form, drag the "Zapier Send" action item into the Campaign Builder. Name the element so you can find it in Zapier!
Then switch to Zapier and select the corresponding element.
Step 4: Select Spreadsheet as Target
If you now follow the instructions on the Zapier website, you have configured the trigger part of your Zap and can now proceed with the action part. Select "Google Spreadsheet" as the app and "Create Spreadsheet Row" as the action.
This means that a new row with the contact information is added to the spreadsheet as soon as a new contact is sent from Quentn to Zapier. For the sake of simplicity, we will only take the two fields "Name" and "Email" here. Of course, you can pass as many fields as you like if you wish.
Step 5: Connect Zap to Google account and create spreadsheet if necessary
The next step is to connect your Google account to Zapier. Again, follow the self-explanatory instructions. If you do not already have one, you should now create a spreadsheet and ideally give the columns a heading. In our example, "Name" and "Email".
Step 6: Assign Spreadsheet Table and Fields
Back on the Zapier website, select the table in the "Spreadsheet" dropdown and the corresponding worksheet under "Worksheet". If this has been done correctly, you will now see the existing column headings and can assign the transferred fields to them. Now all you have to do is follow the instructions, name and activate the zaps and you are done.
Receive from Zapier (example)
In this example, we would like to show you how to transfer contacts from participants of a Google Forms survey to your Quentn account via Zapier.
Step 1: Create Zap and configure trigger
The first step is to log into the Zapier website and create a new Zap. As a trigger, select the Google Forms app and select "New response in spreadsheet'.
Then connect your Google Forms account and select the survey you previously created. In this example, we consider the survey "Customer service satisfaction survey".
In the field "Worksheet", specify from which spreadsheet the information should be obtained. Follow the further instructions and the trigger will be confirmed.
Step 2: Create contact
Select Quentn as the action app and choose the action "Create or update contact".
Step 3: Connect Zap with Quentn
Now connect Quentn with Zap under "Connect account".
A new window will open when clicked on, where you can connect your Zap with your Quentn account. There are two essential values of which you must inform Zapier: the API URL and the API key. You can find both in your Quentn account under My account API info Zapier API. Copy both values into the corresponding fields in Zapier and follow the further instructions.
Step 4: Create a tag
Go to Quentn and create a new tag. You can do this under the menu item Contact tags. Click on the button "Add tag" and name it, e.g. "Participant survey".
Step 5: Select fields
Now return to Zapier. After you have selected your host, you will come to "Set up Quentn contact". You can now transfer a lot of data from the survey. Two things are important: Primary email and Add tags.
Click on the list icon to the right of "Primary email" and select the corresponding question which asks for the contact. All other fields (Gender, title etc...) are optional.
In the field "Add tags", select the tag which you have just created.
Click on "Continue" and "Finish", name your Zap and publish it.
Step 6: Create a campaign in Quentn
Create a new campaign in Quentn and drag the event element "Tag changed" to the Campaign Builder.
After double-clicking on the element, enter the new tag "Participant survey". The campaign will start for all people who have received the tag.
Now connect the email confirmation with the previous element so that your new contacts complete the double opt-in process. Contacts who are already in your database will automatically skip the element, so they don't need to confirm their email again.
You can then start the sequence. Of course, the campaign will not work until you have published it.