Connector using Zapier
Last updated
Last updated
Register Zapier Account
Open zapier.com in a new tab.
Click Sign up with Google.
Choose your preferred email.
Click the Continue button.
It will appear like this. Proceed to answer or skip the questions.
After completion, it will redirect to the homepage.
Setup First Step: Trigger
Move the cursor to the '+' symbol (top left) until + Create appears, then click it.
Choose Zaps.
Click the Trigger button.
Select Webhooks by Zapier.
Choose Catch Hook at the Choose an event.
Click the Continue button, and click Continue again.
Copy the URL and paste it into the form settings under webhook.
Open the form, fill it out, and submit it to trigger the hook.
After submitting your form, go to Zapier and click the Test trigger button.
Zapier will capture all the details submitted in the form.
Click Continue with selected record.
Setup Second Step: POST
Choose Webhooks by Zapier.
Choose POST at the Choose an event and then click Continue.
Under URL, paste the link copied from Kuasa CRM Pipeline or Kuasa Marketing Automation.
Under Payload Type, choose json.
Under Data, type firstName in the first box and choose Fields First Name Value in the Enter text or insert data part (second box).
Click the '+' symbol to add the second item.
Again, under Data, you need to repeat steps 22 & 23 using other details as below:
Type lastName and choose Fields Last Name Value in the Enter text or insert data part.
Type email_contact and choose Fields Email Contact Value in the Enter text or insert data part.
Type contact and choose Fields Contact Value in the Enter text or insert data part.
It should look like this.
Ensure Wrap Request In Array is set to No and Unflatten to Yes, then click the Continue button.
Click the Test step button.
After Webhook data received successfully appears, you can check in Kuasa that the details you submitted previously have entered the CRM project or Marketing Automation. Then, click the Publish button.
Well Done! You already set up the webhook. You can try submitting the form again and check the details are entered into Kuasa system.
