Zapier

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:

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

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.