To get started with Zapier, first click this link.
Then either login into or create a Zapier account.
Once logged in, click the "Create this Zap" button.
This will get you started on creating a Zap. The first step in creating a Zap is to select a trigger. You can think of a trigger as a GET or read. It involves Zapier receiving data from your app. Currently we allow you to select from 3 triggers - new customer, new product, new order (more triggers will be available in the future). For this example, I will select new customer. By selecting this tigger, every time a new customer is created, a action is "triggered".
After selecting a trigger, you will be asked to connect an account.
To connect an account, you need authorization and tenant ID. To find these, go to the "integrations" tab in the admin panel. Click the Zapier integration.
Clicking this will pop up a window with information on the Zapier integration, including your authorization and tenant ID. Your tenant ID should be kept secret - which is why I have not made it visible on the documentation.
Go back over to Zapier, and add in both the authorization and tenant ID in order to connect your account.
Once you've entered your authorization and tenant ID, click the "Yes, Continue" button. You should now be able to select your account. Click the "Test" button to test your connection.
If your connection is successful, click "Save + Continue".
Now you can pull in a sample. For this example, because I am using the "New Customer" trigger, my sample will be a recently added customer. Click the "Fetch & Continue" button to pull a sample.
Zapier will let you know if the test was successful.
Next you can create an action step. The action step will be the response that happens every time a trigger is hit. For this example, I am going to create a Zap from Commerce7 to HubSpot. My trigger is a customer being added. My action step is going to be creating a contact in HubSpot. The end result will be that every time a customer is created in Commerce7, that customer will automatically be created in HubSpot.
Click the blue text on this page to create your action step.
Next use the search bar to find the app you want to create an integration with.
Once you've selected an app, select an action step for that app. Then click save and continue.
For this example, I now have to connect my HubSpot account.
Click the connect account button, and then enter in your Hub ID located in the top right corner of your HubSpot Dashboard.
After you enter your Hub ID, click the "Authorize" button to authorize Zapier to use your data.
Once you've done this, your HubSpot account will be connected and you can test the connection.
If the test is a success, click "Save + Continue". The next page is for setting up the template of your action step. I only want my customers email address, and first and last name to appear in HubSpot - so those are the only fields I set up. Click the drop down button to the right of the field. Find and click the data you want to fill the field.
When you're finished, scroll to the bottom of the page and click "Continue". The next page gives you the option to test the action step. Scroll to the bottom of the page and click "Send Test To HubSpot". Once the test is sent, take a look over at your HubSpot account to see if a new contact has been added. If the Zap worked, click the "Finish" button on the bottom of the screen.
Your Zap is now built, and can be turned on.