# Zapier

{% embed url="<https://youtu.be/idZdkJiyOFg?feature=shared>" %}
Connecting Retainful with Zapier
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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. \
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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:

{% hint style="success" %}
**CHECKLIST:**

* [x] A Retainful account.
* [x] A Zapier account (free or premium, depending on the apps).
* [x] Admin access to set up the integration.
  {% endhint %}

## Step 1: Log in to Zapier

1. Go to your **Zapier** account

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2Fgx9aMlQALaCFxaVd97Mb%2Fz1.png?alt=media&#x26;token=80f2fb96-b6cd-4912-b898-697da98a7c82" alt=""><figcaption><p>Log In - Zapier Account</p></figcaption></figure>

2. Click on **Create Zap**.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FQQWMy6qQ3dtVMu0TCrxm%2Fz2.png?alt=media&#x26;token=99f176d9-5296-48f6-872a-9da8b1721842" alt=""><figcaption><p>Create Zap</p></figcaption></figure>

## Step 2: Generate a Webhook URL - Zapier

1. Choose the **Trigger** option.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FT7oHznOT46O1TqZhR8Fd%2Fz3.png?alt=media&#x26;token=d7788048-e5ba-4031-935f-b0186d36bf79" alt=""><figcaption><p>Choose Trigger Option</p></figcaption></figure>

2. In Zapier, choose **Webhooks by Zapier** as the trigger app.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FHISGaOTZTDSXKp16YcSW%2Fz4.png?alt=media&#x26;token=a0073d9d-c589-465b-acb1-b87e26fc27c4" alt=""><figcaption><p>Choose Webhooks - Trigger</p></figcaption></figure>

3. Select **Catch Hook** as the trigger event.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FYU0EcWyCvCiEqxczAzYu%2Fz5.png?alt=media&#x26;token=7d725893-ee4d-43ed-9cad-c540f604cfdb" alt=""><figcaption><p>Catch Hook</p></figcaption></figure>

4. Enter the Text for Generating the Link.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FgroCOKka8em0cHl7SoeX%2Fz6.png?alt=media&#x26;token=6fc5241e-3ec7-4d0b-90eb-7c45d64e06d4" alt=""><figcaption><p>Enter the Text - Zapier</p></figcaption></figure>

5. Click the Test Trigger Option

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2F2r1h0KgQlb7jxVawtFOF%2Fz10.png?alt=media&#x26;token=37d626cb-2757-4c6b-9a48-33a71985c9f9" alt=""><figcaption><p>Click Test Trigger - Next Step</p></figcaption></figure>

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

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FkOsfgCwLh6a8wrNgzREj%2Fz7.png?alt=media&#x26;token=2e0c06af-71ef-43ac-ba56-a2c1c420d8ea" alt=""><figcaption><p>Copy the Webhook URL</p></figcaption></figure>

## Step 3: Login in Retainful

* Login in Retainful Account > Click **Integrations** Section > Choose **Available Apps** Tab&#x20;
* Select Zapier **Integrations**

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2Fb38vClsYe277sviLhyCS%2Fz8.png?alt=media&#x26;token=55a31865-6ebc-4089-88ad-d52c13ac85d1" alt=""><figcaption><p>Login in Retainful Account</p></figcaption></figure>

* Paste the Copied Webhook URL&#x20;

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FUH9wvPKLUNdlW1Z13pza%2Fz9.png?alt=media&#x26;token=bd7882d1-2866-4fb0-ac68-babbd345e465" alt=""><figcaption><p>Paste the Copied Webhook URL</p></figcaption></figure>

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

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2F2QLsx8zLQgt4HxpFd1HA%2Fz11.png?alt=media&#x26;token=7e7e4a8b-e9e3-4e3f-8a87-ea1b76bd2493" alt=""><figcaption><p>Connected Successfully</p></figcaption></figure>

## 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.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2F3P6WwhOoPcWtJQKFEGAi%2Fimage.png?alt=media&#x26;token=b21dda18-f895-451e-8e48-7ea5b25830bb" alt=""><figcaption><p>Edit the Automation</p></figcaption></figure>

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2Fvfae4CwCC1shQ4d63bhL%2Fs3.png?alt=media&#x26;token=e3b41f83-c210-46d4-9c05-ede2690469bb" alt=""><figcaption><p>Add New Block</p></figcaption></figure>

#### Add Zapier Block

Add a New Block in the automation for sync

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FgGn2V5EN6xvL61KMJPRn%2Fimage.png?alt=media&#x26;token=c0d554df-db84-4421-9ea8-75e3d9262f3a" alt=""><figcaption><p>Add New Block</p></figcaption></figure>

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FX65NvNO7Qoik7kuCvc1J%2Fimage.png?alt=media&#x26;token=93e5221f-56ab-4f0a-bf0f-acc75d2ebaa4" alt=""><figcaption><p>Select Integration</p></figcaption></figure>

{% hint style="info" %}
**NOTE:**\
Zapier will appear as an option only after successfully connecting it within Retainful.
{% endhint %}

#### Choose Zapier

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FPcheJbawvu4TgdNiH2z3%2Fz1112.png?alt=media&#x26;token=746f5128-3585-4046-bbfd-dbf11a5ffaa5" alt=""><figcaption><p>Choose Zapier</p></figcaption></figure>

#### Save and Activate

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

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FLOTvGaI5mZjVA7RXymqt%2Fimage.png?alt=media&#x26;token=de0b0752-1774-4b79-a9f8-5195cd40b0bc" alt=""><figcaption><p>After Configure - Save</p></figcaption></figure>

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.

{% hint style="info" %}
**Need More Help in setting up Zapier?** <br>

We’re here to make things easier for you!<br>

* **Email Us:** Reach out anytime at [<mark style="color:orange;">support@retainful.com</mark>](mailto:support@retainful.com)<mark style="color:orange;">.</mark>
* **Schedule a Call:** Still stuck or need a hands-on walkthrough?

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&#x20;[<mark style="color:orange;">**Book a quick session with our support team**</mark>](https://zcal.co/retainful/onboarding), and we’ll guide you step-by-step.
{% endhint %}