How to Connect

Connect Merikato to

Zapier

About this apps
Partner information:

An automation platform that allows users to integrate and automate workflows between various apps. It eliminates the need for manual data entry and can save time and improve productivity.

Partner since:

May, 2022

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Connecting Zapier to Analyzee Marketing Tools is a simple process that can help automate your marketing tasks. To get started, follow these steps:

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If you don't already have a Zapier account, create one by going to the Zapier website and clicking the "Sign Up" button. Choose the plan that best fits your needs.

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Once you have a Zapier account, you can start creating "zaps" that connect your analytics tool with other apps. To create a new Zap, click the "Make a Zap" button on your dashboard.

Choose your trigger

The first step in creating a Zap is to choose your trigger. This is the event that will trigger the Zap to run. For example, if you want to track new leads that come in through a lead generation form on your website, you would choose the "New Form Submission" trigger.

Connect your analytics tool

Next, you'll need to connect your analytics tool to Zapier. To do this, click the "Connect an Account" button and follow the instructions to sign in to your analytics tool account.

Customize your trigger

Once you have connected your analytics tool, you can customize your trigger settings. For example, you can choose which website or form you want to track, and which fields you want to include in your analytics.

Choose your action

After you have set up your trigger, you can choose your action. This is what happens when the trigger is activated. For example, you might want to send an email notification or add the new lead to a CRM.

Connect your action app

Just like with your trigger, you'll need to connect your action app to Zapier. Choose the app you want to use for your action, and follow the instructions to sign in.

Choose your action

After you have set up your trigger, you can choose your action. This is what happens when the trigger is activated. For example, you might want to send an email notification or add the new lead to a CRM.

Customize your action

Once you have connected your action app, you can customize your action settings. For example, you might want to customize the email message or choose which fields to include in your CRM.

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Before you activate your Zap, you should test it to make sure everything is working correctly. Zapier provides a testing tool that allows you to run a test to ensure that your Zap is set up correctly.

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Once you have tested your Zap and everything is working correctly, you can activate it. Your Zap will now run automatically every time your trigger event occurs, sending data from your analytics tool to your action app.

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