Connecting AudiencePlayer CRM Integration to Your CRM with Zapier
This guide will walk you through the process of connecting your CRM to AudiencePlayer using Zapier. This integration ensures that user data and subscription statuses remain synchronized between your CRM and AudiencePlayer.
Overview
To fully integrate AudiencePlayer with your CRM, you will need to create two separate Zaps:
1. Zap 1 - Sync User events from AudiencePlayer to your CRM.
2. Zap 2 - Sync list-subscribe events from your CRM back to AudiencePlayer.
By setting up both Zaps, you ensure that User data remains synchronised up to date in both systems.
Step 1: Create the First Zap (AudiencePlayer to Your CRM)
Purpose:
This Zap ensures that when a User is added or updated in AudiencePlayer, the relevant data is also sent to your CRM.
Steps to Set Up:
1. Log in to Zapier and click Create a Zap.
2. Select AudiencePlayer as the Trigger App (The first block in your Zap).
- Trigger Event: "Add/Update User"
3. Connect Your AudiencePlayer Account.
4. Set Up the Trigger by testing it with sample data.
5. Choose Your CRM as the Action App.
- Example CRMs: HubSpot, Salesforce, ActiveCampaign, etc.
- Action Event: Create/Update Contact (depending on your CRM’s options).
6. Map the AudiencePlayer user fields (e.g., name, email) to the CRM fields.
7. Test and Activate the Zap.
Step 2: Create the Second Zap (Your CRM to AudiencePlayer)
Purpose:
This Zap ensures that when a user subscribes or unsubscribes to a newsletter or service in your CRM, the subscription status is updated in AudiencePlayer.
Steps to Set Up:
1. Log in to Zapier and click Create a Zap.
2. Select Your CRM as the Trigger App.
- Trigger Event: Select an event that sends subscription data (e.g., "New Contact Added to a List" or "Subscription Updated").
3. Connect Your CRM Account.
4. Set Up the Trigger by testing it with sample data.
5. Select AudiencePlayer as the Action App (The end/receiving block in your Zap).
- Action Event: "Subscribe/Unsubscribe User"
6. Map the CRM subscription data to AudiencePlayer fields (e.g., email, subscription status).
7. Test and Activate the Zap.
Final Notes
- Both Zaps are required for full synchronization.
- Ensure that your CRM trigger for the second Zap correctly identifies newsletter subscription changes.
- Regularly check your Zapier dashboard for any errors or failed tasks.
By following these steps, you will successfully integrate AudiencePlayer with your CRM, ensuring seamless data synchronization for user management and subscription updates.