Zapier is a tool that allows you to automate workflows by connecting AutoFunnel with other platforms you use. By connecting Zapier, you can automate tasks like distributing your books and contacts to your desired platforms. It enables seamless integrations with tools and apps you already work with.
Currently, the integration with Zapier is managed by invite only. If you don't accept the invite first, Autofunnel won't show on the list of available apps. You can accept the invite by following this link.
Steps to Connect Zapier:
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Prepare Your Funnel:
- Ensure you have an active funnel set up with an opt-in or product purchase flow that you can use to trigger actions in Zapier.
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Access Integration Settings:
- Go to your AutoFunnel dashboard and click on Integrations & Settings.
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Get Your Zapier API Key:
- Navigate to the Zapier tab and copy your Zapier API key.
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Log in to Zapier:
- Open your Zapier account and choose the automation you want to connect with AutoFunnel.
- Follow this link to accept the invite and enable the connection between AutoFunnel and Zapier.
WARNING: Autofunnel won't show on the list of available apps unless you accept the invite first!
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Connect AutoFunnel to Zapier:
- In Zapier, click Change/Add Trigger, search for AutoFunnel.ai, and select it.
- Set the event to Add Customer, then click Continue.
- Click + Connect New Account, paste the API key from AutoFunnel, and click Yes, Continue to AutoFunnel.ai.
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Select Your Funnel in Zapier:
- Once back on the main Zapier page, click Continue.
- Under the Funnel dropdown, select the funnel you want to connect, then click Continue.
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Test Your Zapier Connection:
- The first time you connect Zapier, you’ll need to test the connection. To do this, make a test purchase on your funnel's sales page using Stripe's test cards.
- Ensure there is at least one test or real customer to test the Zap.
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Select a Record to Test:
- Choose the test record to verify that the Zapier API connection works properly.
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Run Through Your Automation:
- Review the Action in Zapier and ensure the data you selected as your test record appears correctly.
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Test and Publish:
- Click Test Step to ensure everything is working, then click Publish to make your automation live.
By following these steps, you’ll have connected AutoFunnel with Zapier and can begin automating your workflows seamlessly.