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How to send contacts from Personizely to Zapier

Zapier is a great way to get different web apps to work together. You can easily use Webhooks by Zapier to handle the subscriber information Personizely gathers for you. You can transfer first names, surnames, e-mail addresses and URLs to Zapier using their built-in Webhooks application. As a result, there will be no barrier for you to get the subscribers’ data from Personizely.

To connect Zapier and Personizely you’ll need to create a Trigger application that triggers an Action application whenever data from Personizely is transmitted to Zapier.

To generate the Webhook URL at Zapier, please follow these steps:

Log in to your Zapier account. To send data from your Personizely widgets to Zapier, you need to create a Zap. On your Zapier dashboard, click the "Make a Zap" button:

Zapier -> Make a zap

The first step for setting up a trigger is Choose App. In the "Choose a Trigger App" section select the application "Webhooks":

Webhooks by Zapier

Now, you’ll need to select a trigger action in Choose Trigger. Select "Catch Hook" and click the "Save + Continue" button:

Catch Hook

Zapier will now generate a Webhook URL for you to use. To test the Webhook, please copy the Webhook URL from Zapier, then go to your Personizely account and create a new widget/select an existing one where you want to use Zapier. Click the "Edit" button on the subscription form element, and then in the left configuration sidebar - add an automation action "Send webhook" from the Personizely category, using the URL generated by Zapier:

Add Webhook URL by Zapier to Personizely

Please note: You must fill in the form in a widget which you configured to use the Webhook. To do so, keep Zapier open in your browser, open a new tab and visit the webpage that runs your Personizely widget. When the widget appears based on the display options you have set (refer to your settings if you can’t trigger the widget), fill it with sample data, and submit it. Afterwards click on the "Ok I did this" and select the first available Hook.

Send a request to the URL

Select The Hook

Once you’ve confirmed the trigger is working correctly, you’ll have to choose an action to perform when the data is received by Zapier. In the "Choose an Action App" section, you can choose any application available in Zapier's system, and have that application perform some action with the data from Personizely. For the sake of this tutorial, let's assume you’ll send a simple email. The easiest way to do this is to select the Email by Zapier application:

Choose an Action App -> Email by Zapier

Now, you’ll choose the action to be performed. Select the "Send Outbound Email" action and click the "Save + Continue" button:

Send outbound email

You can configure your email using the fields of data received from Personizely. An example configuration would look like this:

Email configuration

In the last step, Zapier offers a way to test your newly configured Zap. Follow the instructions, and check your inbox in the email account you configured in the "To field". If you see the email, you’re all set! Every time a visitor fills in your Personizely widget, you’ll receive an email like the one you configured:

Email notification

Updated on: 30/04/2021

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