Retainful Knowledge Base
  • Retainful Knowledge Base
  • Installation
    • WooCommerce
    • Shopify
    • Setting up a Sending Domain
  • Automations
    • Welcome Email Series
    • Abandoned Cart Recovery Emails
    • Thank you Email Series
    • Win Back Emails
    • Product Review Request Email
    • Order Follow Up Emails
    • Product Specific Follow Up Emails
    • Automation Workflow Settings
      • Entry Rules
      • Trigger Rules
      • Customer Rules
      • Exit Rules
      • Block / Steps
    • Smart Sending
    • Smart Delay
  • EMAIL SETTINGS
    • Email Drag and Drop Editor
    • Save as Template
    • Adding a store logo on your email template
    • Adding a Coupon Block to Your Email Template
  • Campaigns
    • Creating a Campaign
  • AUDIENCE
    • Getting started with List & Segments
    • Creating a List
    • Creating a Segment
  • Signup Forms
    • Add to Cart Popup
    • Exit-Intent Popup
    • Welcome Popup
    • Embed Form
    • Enabling Signup Forms In Retainful Settings
    • Popup Editor
    • Popup Triggers
    • Popup Targeting
  • Contacts
    • What is a Contact
    • Import Contacts From Store
    • Import Contacts From CSV File
  • Metrics & Cart Activity
    • Cart Activity
    • Conversions
    • Automation Outbox
    • Campaign Outbox
  • Teams
    • Invite Team Members
  • SETTINGS
    • Retainful Settings
      • General
      • Email
      • Suppression List
      • UTM Parameters
    • Retainful - WooCommerce Plugin Settings
  • Integrations
    • MailChimp
    • MailerLite
    • Klaviyo
    • HubSpot
    • Brevo (Formerly SendInBlue)
    • Active Campaign
    • ConvertKit
    • Zapier
    • Migrate To Improved Integrations
  • HOW TO's
    • How to Insert Retainful's Shortcodes
    • How to Resolve Cart Recovery Emails Sent After Order Placement
    • How to Create Dynamic Coupon Codes in Emails
    • How to check conversions
    • How to ensure GDPR compliance - Marketing Consent
    • What Are Opt-In Settings and How Can You Configure Them?
    • How to Manage Multiple Stores with Retainful
    • How Can You Improve Email Deliverability
    • Best Practices for Higher Deliverability & Engagement
    • Sending Domain
      • GoDaddy
      • Hostinger
    • Google & Yahoo Sender Requirements
    • How Customer's Email Address is captured?
    • How Retainful Tracks Conversions with Coupon Codes?
    • How to delete a Bounce-back email or a failed email address?
    • How Was My Store Account Deleted?
    • How to insert coupon codes in automation emails?
    • How Can You Use Google Fonts in Retainful Email Templates?
  • Developers
    • Getting started
    • Authentication
    • Contacts
    • Lists
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On this page
  • Step 1: Log in to Zapier
  • Step 2: Generate a Webhook URL - Zapier
  • Step 3: Login in Retainful
  • How to Integrate Zapier in Automation Workflow

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  1. Integrations

Zapier

Learn how to integrate Retainful with Zapier to automate workflows and sync data.

PreviousConvertKitNextMigrate To Improved Integrations

Last updated 2 months ago

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This guide walks you through enabling the Zapier integration in Retainful, setting up triggers and actions, and creating custom Zaps to sync data with over 5,000 apps effortlessly. Simplify your processes and enhance productivity with Retainful and Zapier.

Things You Need Before Integrating Zapier:

Before integrating Zapier with Retainful, make sure you have the following:

CHECKLIST:

Step 1: Log in to Zapier

  1. Go to your Zapier account

  1. Click on Create Zap.

Step 2: Generate a Webhook URL - Zapier

  1. Choose the Trigger option.

  1. In Zapier, choose Webhooks by Zapier as the trigger app.

  1. Select Catch Hook as the trigger event.

  1. Enter the Text for Generating the Link.

  1. Click the Test Trigger Option

  1. Zapier will generate a unique Webhook URL for you.

Step 3: Login in Retainful

  • Login in Retainful Account > Click Integrations Section > Choose Available Apps Tab

  • Select Zapier Integrations

  • Paste the Copied Webhook URL

  • After clicking the "Connect" button, Zapier will appear under Connected Apps.

How to Integrate Zapier in Automation Workflow

You can easily sync customer data to Zapier through your Retainful automation workflow. Follow these steps:

Check the Connection

  • Make sure Zapier is connected to Retainful.

  • Go to the "Integrations" section in Retainful and check if it appears under "Connected Apps"

Open the Workflow

  • Go to the "Automation" section in Retainful.

  • Open the workflow where you want to add Zapier.

Add Zapier Block

Add a New Block in the automation for sync

NOTE: Zapier will appear as an option only after successfully connecting it within Retainful.

Choose Zapier

Save and Activate

Save the workflow and activate it to start syncing customer data automatically.

Integrating Retainful with Zapier allows you to automate workflows and connect with thousands of apps, making your processes more efficient and streamlined. This powerful combination of Retainful and Zapier enables you to save time, enhance productivity, and focus on growing your business while automation takes care of repetitive tasks.

Need More Help in setting up Zapier?

We’re here to make things easier for you!

  • Schedule a Call: Still stuck or need a hands-on walkthrough?

Add New Block

Email Us: Reach out anytime at .

, and we’ll guide you step-by-step.

support@retainful.com
Book a quick session with our support team
Connecting Retainful with Zapier
Log In - Zapier Account
Create Zap
Choose Trigger Option
Choose Webhooks - Trigger
Catch Hook
Enter the Text - Zapier
Click Test Trigger - Next Step
Copy the Webhook URL
Login in Retainful Account
Paste the Copied Webhook URL
Connected Successfully
Edit the Automation
Add New Block
Select Integration
Choose Zapier
After Configure - Save