What is Zapier?
Zapier is a platform that can connect over 1,500 different services to each other. This means when your Embedery popup or widget is submitted, you can easily send that submitted data to any of the 1,500 services Zapier supports.
Another example may be when your email newsletter is submitted, you can send that new email address to Hubspot and Mailchimp. It just requires a little bit of configuration and once setup will work in a reliable way.
Connecting Embedery to Zapier
To connect your Embedery widget/popup to Zapier, navigate to the integration page of the widget you wish to send the data from.
The integration page is shown above, its one of the sub-pages of your widget that you can navigate to.
Please note that special case widgets may not support this integration page, this is by design since these types of widgets are designed to solve particular problems.
Once on this page, click on the "Enable Zapier" button as shown in the image above.
This will then show a modal containing your API key.
Once there, click on the button called "Setup Zapier", this will take you to Zapier where you can then follow the steps to setup your integration.
Creating a Zap
Once you have accepted to install the Embedery Zap, you can then go ahead and create a new Zap. A Zap is a Zapier integration that connects services together.
On creating a new Zap with Embedery, choose the "New Entry" event.
Once done, press the continue button.
Connecting your account with API key
You will need to choose a pairing account, you may need to create a new one if this is the first time you have integrated your account with Embedery.
So go ahead and add a new account, this will open a new window where you can enter in your API key we showed you before on the Embedery widget integration page.
Choose the widget
Once done, you will then need to select the source widget, you will see a dropdown where you can enter the name of your widget.
So select your widget and continue.
Setting the data
For this step, we highly recommend you submit your widget, so if your widget has extra fields installed, just enter in some fake information and submit your widget.
We recommend you previously have submitted your widget for this step, in this step Zapier will scan the data of your widget and determine the fields that exist.
The fields that are chosen will help you control what data you want to expose and send to another service.
Adding a destination
The next step is to choose the service where you want to send your data. For this guide we will select Google docs.
So for this guide, select Google docs and choose the behaviour you want to happen when a new entry from your Embedery widget is sent.
Continue forward and connect your Google account to provide Zapier access to add new data to your Google spreadsheet.
In your spreadsheet, ensure you add some headers for where the data will be mapped. So just one word per column on the first row.
Once done, you will then add the data mapping, this is where you will map the data from your widget to a column in the spread sheet.
Once you have added the mapping, you can then test and continue, this will ensure the data is correctly applied to your spreadsheet, such as:
The last step is to enable your Zap and submit your widget.
Submitting your widget
So now since the Zap is connected, everytime your widget is submitted, it will send the data to your spreadsheet.
Also it may take a few seconds for the data to appear after submission in your connected service. But don't worry the data will arrive shortly.
Thank you for reading this guide and hopefully it will help you take your website to the next level.
Again if you have any questions or need help, please contact us.