Power your Smarketly account by syncing it with hundreds of web applications available with Zapier.
1. Go to Integration → Catalog to access Smarketly's web app library.
2. Manually look for Zapier in the integrations list or use the search field to find it and click on it.
3. Click on "Connect" to continue the integration process.
Tip: "This app is in invite-only mode" means you can only find Smarketly's Zapier integration from our platform.
You will not find it if you just access Zapier from your browser.
4. You will be redirected to Zapier, where you will have the option to accept the invitation to use Smarketly's Zapier integration.
Click on "Login to Accept Invite".
5. The login page will open, where you will need to enter your Zapier login credentials to proceed.
Click on "Login" to continue.
6. Back in Smarketly, you can see that you've now successfully synced with Zapier and you can access Smarketly's Zapier integration by following the marked link.
7. Next, click on "Create this Zap" to start setting up your integration.
8. Select a Smarketly trigger that you want to use and click on "Save + Continue" to proceed.
Tip: There is only one trigger at the moment, but the list will expand.
9. Now you have to connect your Smarketly account to the new zap (aka integration).
Click on "Connect an Account".
10. Enter your Smarketly account's login credentials to allow Zapier to access it.
Click on "Yes, Continue" to proceed.
11. Next, you will see your newly-added Smarketly account under the list of all Smarketly accounts.
Click on "Test" to make sure your Smarketly account is connected to Zapier.
Tip: If you have an Agency account, you can easily add and switch between accounts here.
12. Next, check the box to the left of your Smarketly account to select it.
13. Click on "Save + Continue" to proceed.
14. Click on the marked field to access the dropdown options where you will see a list of Smarketly forms that are linked to Zapier.
Select a form from one of your Smarketly landing pages, popups or forms.
Click on "Continue" to proceed.
Tip: Make sure you add the Zapier integration to the Management step of landing pages, popups and forms.
Otherwise, you may not find your form in the list.
15. Verify that you've selected the correct form and click on "Fetch + Continue" to proceed.
16. Verfiy that your form looks OK by clicking on "view your form".
17. Once you've made sure your form looks OK, click on "Continue" to proceed.
18. Now that you've set up a trigger, you need to add an action to your Zapier integration.
Click on the link marked in the screenshot below to continue.
19. Type in the name of the web service you want to perform an action with.
You can manually scroll down to find an app or use the search field to do this.
Tip: The next steps will vary depending on the web service you select.
20. More importantly, you need to define the type of form fields you have in your Smarketly form.
Click on the list icon to the right of the marked fields to access the dropdown menu.
There you will see different form field type options.
21. Select the corresponding form field type, such as First name, Last name and Email.
Complete all the other steps and click on "Continue".
Once your integration is ready, you will see "Your Zap is On" in the top right-hand corner of the screen.