Zapier Integration

Zapier Integration

Zapier is a great way to manage your workflow with over 1000+ zaps (Zapier apps) ready to go on their platform. This means that with a few clicks you can sync your Teledrip schedules into your Google Calendar, or Zap all of your transferred leads into the CRM of your choice, all in real time. Zapier also offers the functionality to setup dynamic filters, “if this, then that” rule based scenarios, and much more. For this reason, we wanted to make an app with Zapier. We will always be open to integrate with any platform that could benefit our clients in anyway.

 

The first thing you need to do when setting up our Zapier app, is accept our invite here:

 

 

After that, you will be brought to the main Zap screen and you will be prompted to choose a Trigger. Triggers are actions inside Teledrip, that you can hook into, so that you can relay that information into another system. Here is what the trigger select screen looks like from our zap:

 

 

So with these triggers you are able to relay information to other zaps on the Zapier platform. You can integrate with services like Salesforce, Mail Chimp, or even more specialized platforms like Debt Pay Pro. This offers you more control on what happens to your data in real time. Once you have selected a trigger, you will be able to manipulate the data from that action, and forward the data to another service. The next step will be adding your Teledrip API key. You should see a screen like this after you have selected a desired action:

 

 

You will get this API key from the API -> Documentation here. Click “Connect an Account” on Zapier and add your API key from Teledrip. Once you plugin your API key your Zapier will be authenticated with your Teledrip account.

 

 

From here, you are able to pull in sample data from Teledrip live. This is so you can verify everything is working as intended with your API token. Please note if you do not have any schedules in your account, no sample data will appear. In this case, we will skip this step, by clicking the “Skip This Step” button.

 

Now that you understand how to create a hook into a trigger its time to set up an action. Actions are specific things you can do with the data that has been “Zapped” to you from a trigger. This means, that when a specific trigger is triggered, you can have it fire a Zap to another service using the data from that trigger.

 

Lets create a new spreadsheet row every time a schedule is created in Teledrip by the A.I. Select the Google Sheet action, and login to your Google account that has a Google Sheet spreadsheet on it. I have made a spreadsheet in my Google Sheets already that’s called “Schedules”. I also added first name, last name, phone number, and email columns. Select the Google Sheet action “Create Spreadsheet Row” in Zapier after you have linked your Google Sheet account, and have selected the Google sheet you would like to use.

 

 

At this point you can start mapping all of the fields you want over to each spreadsheet column. For a listing of all available fields you can use, click the icon to the far right of each text box for a dropdown of all available options (shown above). You can choose from any of these fields. Each trigger will have different fields that you can use in your action steps.

 

 

You will then be prompted to send a test row to your Google Sheet. I have clicked send test above, and the row was inserted into my Google Sheet successfully. After clicking “Finish” the zap is all setup and ready to turn on. Once turned on, every schedule made internally by our AI in Teledrip, will be sent to our Google Sheet, and a new row will be created for each schedule. This is just one example of how to use Zapier. Using both triggers and actions, you are able to make really unique workflows, that can really increase productivity for your whole company. TeleDrip has actions as well, so that you can use our Zap to also be on the receiving end of another trigger. Here is screenshot of our actions that can be triggered by another zap:

 

 

The bottom line is you can use Zapier in a variety of different ways in your workflow. You can chain together multiple zaps, to increase your efficiency, and further automate all of your business processes.