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How to use Zapier with Autopilot

Autopilot's Zapier integration makes it easy to connect to the apps you're already using. Here's some examples of what you can do using Zapier:

What triggers and actions does Zapier support?

Triggers

  • Contact Removed From List
  • Contact Unsubscribes
  • Contact Added
  • Contact Added to list

Actions

  • Unsubscribe Contact
  • Delete Contact
  • Add Contact
  • Add Contact to List

How to connect Zapier to Autopilot

Note: the following process uses the "Add Contact" action as an example. The steps would be slightly different if you were using a different action, or a trigger.

1. Create a Zapier account if you don’t already have one. If you're an existing user, please login to Zapier.

2. Click "Make a Zap"

3. Choose a trigger app. For the sake of this example, let's pick a Wufoo form. But remember, you could pick any trigger you like here. Connect your Wufoo account and select the form you'd like to capture.

4. For the action app, choose Autopilot. Zapier will then ask you for your Autopilot key in order to connect your Autopilot account. You'll only need to do this the first time you setup a Zap with Autopilot. To get this key, login to Autopilot, and go to Settings, App Connections, then click Zapier:

Follow the steps to complete the Zap setup:

Note: a more in-depth break down of the above process will be available soon; Zapier recently changed their interface and this article is under construction.

Once you’ve turned the Zap on, Autopilot will automatically capture the form submissions and add them to the list you chose. If they’re a new contact (i.e. they don’t yet exist in Autopilot) they’ll be added as a new contact. If they’re an existing contact, the existing record will be updated with any new information in the form submission. Autopilot uses email address to determine if a contact is the same.

Create a Journey in Autopilot that is triggered when Zapier adds a contact

Now comes the fun part! You can add contacts that are added via your Zap to an Autopilot Journey. Learn how to create Journeys here.

For example, here’s a Journey that sends an email to people who submit a Wufoo form:

Remember to configure the List Trigger to add contacts that are added to the list in future:

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