SmartEmailing And Outgrow Integration Using Zapier
Learn how to integrate your Outgrow Interactive Content with SmartEmailing.
For Zapier and SmartEmailing users, who haven't signed up for Outgrow, you can sign up here and follow the instructions below. If you have any questions, please reach out to us via chat on the bottom right of the page.
Here's what you'll need to get started if you choose zapier:
- an Outgrow account
- a SmartEmailing account
- a Zapier account
Steps:
- Getting your accounts ready
- Connecting your accounts
Getting your accounts ready
To connect your Outgrow account to SmartEmailing, you will need an active Outgrow account and a live content piece. For help getting started with Outgrow, click here.
Connecting your accounts
1. Navigate to the Zapier page where you can set up the Zap between Intercom and Outgrow and click on Connect Outgrow + SmartEmailing button.
2. On the configuration page select the trigger that will be activated when a new lead is submitted in Outgrow.
![Screen Shot 2018-11-23 at 2.21.03 PM.png 575](https://files.readme.io/87a8d99-Screen_Shot_2018-11-23_at_2.21.03_PM.png)
3. In the next step, you need to connect your Outgrow account with Zapier. In case you have an existing Outgrow account connected with Zapier, you can choose that account, else you can add a new account.
![Screen Shot 2018-10-11 at 3.53.41 PM.png 756](https://files.readme.io/f00795c-Screen_Shot_2018-10-11_at_3.53.41_PM.png)
4. To connect a new Outgrow account, you will need to plug in the API key for your account. You'll find the key under the API Key Heading in the Settings section of your Outgrow account.
![Screen Shot 2018-11-23 at 1.10.31 PM.png 1435](https://files.readme.io/4bde32e-Screen_Shot_2018-11-23_at_1.10.31_PM.png)
5. Choose the calculator/quiz/poll/graded quiz that you wish to use from the drop-down.
![Screen Shot 2018-10-11 at 3.30.13 PM.png 1308](https://files.readme.io/2704dbe-Screen_Shot_2018-10-11_at_3.30.13_PM.png)
6. Fetch sample leads from Outgrow to test whether or not the connection is successful.
![Screen Shot 2018-11-23 at 1.15.35 PM.png 911](https://files.readme.io/c0d7d89-Screen_Shot_2018-11-23_at_1.15.35_PM.png)
7. In the next step choose the action that needs to be performed when a new lead is sent to SmartEmailing.
![Screen Shot 2018-11-29 at 6.52.18 PM.png 751](https://files.readme.io/50b3676-Screen_Shot_2018-11-29_at_6.52.18_PM.png)
8. To get started with SmartEmailing on Zapier, first, you will need to click to connect your SmartEmailing account to use with your Zap.
![Screen Shot 2018-11-29 at 6.53.19 PM.png 765](https://files.readme.io/f01e308-Screen_Shot_2018-11-29_at_6.53.19_PM.png)
9. Once your account will be connected you can test the connection.
10. In the next field set up the template that you would like to use.
11. Click Save + Continue.
Now, test the Zap to make sure it works. Once you’re satisfied with the results, new entries from your selected Outgrow content piece will automatically get added in SmartEmailing.
Note: If you ever want to change this Outgrow and SmartEmailing integration, go to your Zapier dashboard and tweak anything you like.
Updated 8 months ago