For Zapier and Twilio 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.
- Getting your accounts ready
- Connecting your accounts
To connect your Outgrow account to Twilio, you will need an active Outgrow account and a live content piece. For help getting started with Outgrow, click here.
1. Navigate to the Zapier page where you can set up the Zap between Intercom and Outgrow and click on Connect Outgrow + Twilio 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 Twilio.
8. To get started with Twilio on Zapier, first, you will need to click to connect your Twilio account to use with your Zap.
9. You will now need to provide your Twilio Account SID and Auth Token.
10. Steps to seek Twilio API key:
- Login to your Twilio account and locate your name in the top right of the page.
- Click it, select 'Account', and then on this page, under API Credentials, will be your Account SID and Auth Token.
- You will see two sets of credentials, labeled 'Live' and 'Test'. Enter your 'Live' credentials to connect your account to Zapier.
Enter those details into the 'Connect an Account' window and then click the continue button.
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 Twilio.
Note: If you ever want to change this Outgrow and Twilio integration, go to your Zapier dashboard and tweak anything you like.
Updated less than a minute ago