Using Zapier (Advanced Users)
updated 12 months ago
This tutorial is for Advanced Users. Working knowledge of how to use Zapier is required.
Please make sure that you already set up your Custom Field and Zapier Account. You can always look at the Custom Field tutorial again for more information.
Step 2: Type the Webhooks by Zapier on the search tab and click.
Step 3: Select the Catch Hook and click Save + Continue.
Step 4: Click Continue.
Step 5: Click Copy, then go back to SegMate and paste your URL.
Step 1: Click "Ok, I did this"
Each App will allow you to collect certain information depending on what type of App it is. For example, let's use Active Campaign.
Every App in Zapier will have its own set of tools or functions that will allow you to do.
Step 2: Select Create/Update Contact and click Save + Continue
Step 3: If you don’t have an autoresponder connected, please click the “Connect an Account” and click “Test” then Save + Continue.
Step 4: Set up your ActiveCampaign contact and click Continue.
Step 5: Send Test Contact to ActiveCampagin.
Step 6: Click Finish.
Step 7: Give your Zap a name, turn on the toggle and click See it on your dashboard.