SocialPilot And Outgrow Integration using Zapier

For Zapier and SocialPilot 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 SocialPilot account
• a Zapier account

Steps:

• Getting your accounts ready
• Connecting your accounts

Getting your accounts ready

To connect your Outgrow account to SocialPilot, 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 + SocialPilot button.

2. On the configuration page select the trigger that will be activated when a new lead is submitted in Outgrow.

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.

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.

5. Choose the calculator/quiz/poll/graded quiz that you wish to use from the drop-down.

6. Fetch sample leads from Outgrow to test whether or not the connection is successful.

7. In the next step choose the action that needs to be performed when a new lead is sent to SocialPilot.

8. To get started with SocialPilot on Zapier, first, you will need to click to connect your SocialPilot account to use with your Zap.

9. You will be asked to name the account (it helps if you have more than 1 accounts)

10. You would be asked to authorize zapier in this step. You could be asked to login first (if you haven't already)

11. Once you allow Zapier to connect with your SocialPilot account, a connection will be established.

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 SocialPilot.

Note: If you ever want to change this Outgrow and SocialPilot integration, go to your Zapier dashboard and tweak anything you like.