How to connect Cyberimpact to other applications with Zapier

What is Zapier ?

Zapier is a tool that allows you to easily connect Cyberimpact with other platforms that you use every day, for example: a CRM, an online accounting software, a form tool, etc. The connector we developed at Zapier allows you to synchronize your contacts in these applications with your Cyberimpact account, without programming. Here are some examples of popular platforms that can be integrated with Zapier: Shopify, Salesforce, Zoho, Gmail, Facebook, WordPress... See their complete catalog here.

What you should know before using Zapier

Before starting, it's important to know that Zapier is an external platform to Cyberimpact and that its use may be subject to a fee. 

Zapier doesn't require advanced programming knowledge, but you still need to be fairly comfortable using web platforms. For technical questions about Zapier, we invite you to consult their frequently asked questions.

You can connect your Cyberimpact account with any application as long as it is also compatible with Zapier. Before you start, look for the application you wish to integrate with your Cyberimpact account in the complete catalogue of Zapier-compatible platforms to make sure it's supported.

To connect your Zapier account to your Cyberimpact account, you will need an API token and a special permission for your Cyberimpact account. Contact us by email at support@cyberimpact.com to ask us to activate the option allowing you to use Zapier. Please include your account number in your query (to find it, point your mouse on the silhouette icon in the upper right corner of your account). A member of our staff will send you a confirmation email as soon as your request is processed.

How Zapier works

To use Zapier, you must first create a Zap. A Zap is a way to automate actions in a platform from a trigger from another application you use.

The trigger can be an event from your Cyberimpact account. For example, when a new subscriber joins a group in your Cyberimpact account, you could program to add this contact automatically to your CRM.

Here are the events in Cyberimpact that can be used as a trigger to perform automated actions in another platform:
  • Creating a new group
  • Creating a new contact
  • Adding a contact to a group

The trigger for your Zap can also come from an event in another platform than Cyberimpact. From this event, you could automate actions in your Cyberimpact account. For example, when a new customer is created in your Shopify account, you could add it to a group in your Cyberimpact account.

Here are the actions that are possible to automate in your Cyberimpact account with Zapier from events coming from an external platform:
  • Creating a new group
  • Creating a new contact
  • Adding a contact to a group

In a ZAP, it's also possible to:

  • Search for an existing contact in Cyberimpact
  • Search for an email address and create a contact if it doesn't exist in your account

It's not possible to use the double opt-in method to add contacts to your Cyberimpact account via Zapier. Contacts created by Zapier are added directly to your account and will not receive a confirmation email.

Double opt-in: following subscription, the contact receives a subscription confirmation email containing a link to click to validate his email address. Only after clicking this link is the contact added to your account.

How to add contacts to your Cyberimpact account from a third party application using Zapier

You will find below the instructions for creating a Zap in 3 steps that will allow you to add contacts to your Cyberimpact account from your favourite application. As an example, we used the "Google Contacts" application. Please note that some elements may differ depending on the event and the platform you choose as a trigger.

In the following text, the word "member" refers to a "contact" in Cyberimpact.

Creation of the Zap in 3 steps:

Before you begin

  1. First, if you haven't already done so, contact us so that we can activate an option in your account that will allow you to use Zapier with Cyberimpact. To do so, send us an email at support@cyberimpact.com. In your email, enter the following information:

    - Your name:
    - Your email address and/or phone number:
    - Your business name or the Cyberimpact account name: 
    - Your account number:
    - I want to use Zapier
     
  2. Then you need to create a Zapier account. To do so, go to https://zapier. com and follow the instructions to create your account. Choose the plan that allows you to create a zap in 3 steps

Zap Step 1: Zap Trigger Setup

  1. Log in to your Zapier account.
     
  2. Click on "+" in the top left corner to create your Zap.
    image 1
  3. At the top left, enter a name for your Zap (in the "Name your Zap" field). This name will only be visible to you.

    image 2
     
  4. In step 1 "When this happens...", choose the application that will trigger the Zap. For example, the application where your contacts will come from such as a form application, an online accounting service, a CRM or your social networks. Click in the search field and write the name of the application if it's not in the "Your Apps" list and then click on it to select it.

    image 3
     
  5. In "Choose Trigger Events", select the appropriate trigger from the list. Trigger choices may vary from one application to another. Then click on "Continue".

     image 4
     
  6. Now you have to choose the account linked to the platform chosen as a trigger and to which you want to connect, this will allow you to test the first part of your Zap. If the account is not already linked to Zapier, a new window will open to allow the connection. Follow the steps indicated. Then click "Continue".

    image 5
     
  7. Follow the instructions on the screen to complete and test the first part of your Zap, click "Test & Continue". Once the test is successful, Zapier takes you directly to the second step of your Zap.

    image 6

    At the end of your test, it's possible to see the information captured by Zapier from your trigger application. This will give you an idea of the information you can import, in addition to the email address of your contact. To see this information, click on the block from step 1, then "Find data", you will get something that looks like this:

    image 7b
     
  8. Click "Done" to continue.
     

Zap Step 2: Configuring the first Zap action

The first action of the Zap is to search for the contact's address from the trigger and create it if it doesn't exist in your Cyberimpact account.

  1. Now you have to choose the Cyberimpact application and add it to your Zap. In step "2. Do this...", click in the search field and write the name of the "Cyberimpact" application if it's not in the "Your Apps" list and then click on it to select it.

    image 7
     
  2. In the "Choose Action Event" section, choose the "Find member" action. Then click on "Continue".

    This action will allow you to verify if your subscriber's email address already exists in your Cyberimpact account. If not, it will be added to your account.

    image 8
     
  3. Go to your Cyberimpact account to create and copy the API token. Click here to find out how.
     
  4. Back in Zapier, you need to connect your Cyberimpact account.

    If your Cyberimpact account is already linked to Zapier, simply click in the "Search & Select..." field and choose your account:

    image 9

    If this is the first time, click "Edit Accounts". 

    - A new window will open and you will have to write "Cyberimpact" in the "Connect a new account..." field. Click on the application image to select it. 

    image 10

    - A pop-up window will open, this is where you will have to put the API token: 

      image 11

    -  Click "Yes, Continue". Then, when you are back on this page, you can close this window and go back to the one where we find our 2 steps.

    image 12
     
  5. Back on the page where our second step is (see image below), click on "Continue".

    image 13
     
  6. You are now at the step of choosing what you wish to add as information in the contact's file of your new contact:  "Customize Member". Under "Email Address (required)", click in the "Type or insert..." field to select from the information generated by your trigger the one that matches the email address of your contacts.

    Don't choose the group at this step, we will select it at step 3 of the Zap instead.

    image 14
     
  7. Check the "Create Cyberimpact Member if it doesn't exist yet?" option. This ensures that the contact will be created if it didn't already exist in your account.

    image 14b
     
  8. (Optional step) Associate, if necessary, other fields (other than email) found in the Cyberimpact contact's details with information generated by your trigger application. For example, if your triggering application is a form and you capture the first name of the contact when subscribing, you could associate our "Firstname" field with the field in your form that matches this data.

    To do so, click in the "Type or insert..." field to select from the information generated by your trigger each of the data you wish to link to Cyberimpact fields. Click on "Show All Options" if necessary to see all available data.

    Updating existing contacts
    It's not currently  possible to update existing contacts in your account via Zapier. If the email address of the contact from your trigger application already exists in your Cyberimpact account, this contact can be added to the group you will configure in step 3 of the Zap, but his information such as his first and last name cannot be updated. Only new contacts created in your Cyberimpact account by the Zap will get all the information captured.
     
    Set a default language for your contacts
    If your trigger is a form, you could set a default language for all new contacts who sign up through that form. If it's only available on the English section of your site, you may determine that contacts who register will have "English" as their default language. If both languages (English and French) can register using this form, don't select any language.

    image 14c
     
  9. Once all the fields have been chosen and associated, click on "Continue".
     
  10. In the "Send Data" section, you can test the configuration of this step. Zapier will use test data from your trigger application. Click "Test & Continue".

    image 15

    If the test is successful, you will see a green circle with a white check mark to the right of "Send Data". If the test failed, you will see an error message explaining why the test didn't work.

    Test is successful!
    image 16
     
  11. Click "Done Editing".

Zap Step 3: Configuring the second Zap action

The second action of the Zap consists of adding the contact found or created in the previous step to a group in your Cyberimpact account.

  1. Click the blue "+" to add a step. 

    image 16b

    You should see this page:
    image 18
     
  2. In the search field, type "Cyberimpact" and select the icon or click the Cyberimpact icon in the "All APPS" section further down the page.

    image 19
     
  3. In the "Choose Action Events" section, choose "Add a member to groups", then click "Continue".

    image 21
     
  4. Select the same Cyberimpact account as the one chosen in step 2 . Then click on "Continue".

    image 22
     
  5. In the "Customize Member's Groups" section, under the "Key" title, click in the "Type or insert..." field, then click on "Find Member in Cyberiimpact" and select "Email".

    image 24
     
  6. In the "Groups" section, click in the "Choose value" field, the groups created in your Cyberimpact account will be displayed and you can select from the list the group to which you wish to add your contact.

    image 25

    Adding a contact to multiple groups
    If you want to add the contact in more than one group, click on the 2nd field "Choose value..." that has been added and choose the 2nd group to which to add the contact. You can select as many groups as you want.

    image 27
  7. Then, click "Continue".
     
  8. After this step, click "Test & Continue" to test step 3 of your Zap.

    image 28

    If the test is successful, you will see a green circle with a white check mark to the right of "Send Data".
  9. Click on "Done Editing".
     
  10. Activate your Zap by clicking on the switch to go from "OFF" to "ON".
    image 29
     
  11. Then log into your Cyberimpact account to check whether Zapier's "test" contact has been added to the selected group(s). You can then delete this contact.
     
  12. Don't forget to test your Zap again using the application that triggers it!

 

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