We are excited to announce the launch of our newest integration with Zapier!
What is Zapier?
Zapier is a platform that allows you to pull information from external platforms into Keela. For example, if you use Google Sheets to store transactions, or an event platform to collect attendees, you can use Zapier to automatically send contact and transaction information to Keela. This way, rather than manually transferring data from an external platform into Keela, Zapier will do this automatically for you.
How does it work?
Within Zapier's platform, you can create workflows that send data that you collect through your existing external platforms into Keela. Zapier has over 5,000 platforms available to pull data from, so it’s likely the platforms you use are available to create workflows with.
Automation workflows in Zapier are called ‘Zaps’. Each Zap has a ‘Trigger’ or starting point, which is where the information is pulled from (i.e. the external platform you are pulling data from) This ‘Trigger’ leads to ‘Actions’ in other apps (in this case, Keela), where your data gets sent automatically.
Note that you will need an existing Zapier account to integrate with Keela. If you already have a Zapier account, you will be able to connect your Zapier account with Keela in seconds. If you do not have a Zapier account and are interested in learning more, head to Zapier’s website.
What information can I send to Keela from Zapier?
You can send two data types from external platforms into Keela through Zapier’s workflows; contact information and transaction information. Below are the fields available for each data type that you can send to Keela.
- Primary Email
- First Name
- Last Name
- Origin ID
- Subscription Status
- Birth date
- Address - Street, Unit, City, Postal/Zip, State/Province, Country
- Social Media - Website, Twitter, Facebook, Youtube
- LinkedIn, Instagram
- Transaction Amount
- Date Received
- Contact Name
- Primary Email
- Impact Area
- Soft Credits
- Soft Credit Amounts
- Payment Method
Note that we will continue to enhance the integration with Zapier to add more available fields to sync from Zapier into Keela, stay tuned!
How do I set up the Zapier integration in Keela?
To integrate your Zapier account with Keela, make sure you are logged into your Zapier account. Next, head to your Organizations Settings in Keela > head to the Integrations tab > and scroll to the Zapier integration. Note you will need to have Administrator permissions to access these settings. Under the Zapier integration, click on the 'Go to Zapier' button.
When a user clicks this button they will be directed to an invitation page within Zapier as shown below. The user will need to click 'Accept Invite & Build a Zap' to be directed to the Zap builder to start building workflows.
Once you are connected, it's time to start building Zaps! For a step-by-step on building a Zap, head to Creating a Zap Workflow.