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Connecting AudiencePlayer to a CRM or Accounting app of choice with Zapier

This guide will walk you through the process of connecting your CRM or Accounting app to AudiencePlayer using Zapier. The AudiencePlayer integration ensures that user data and subscription statuses remain synchronized between your CRM and AudiencePlayer. It also ensures that order/payment data remain synchronized between your Accounting software and AudiencePlayer.

☞ The steps in the following guide take part on www.zapier.com

CRM

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.

Accounting

Overview

To integrate AudiencePlayer with your Accounting software, you only need to set up one Zap. This Zap sends order data including user information directly from AudiencePlayer to your Accounting software. This data can be used for invoicing, bookkeeping, or reporting purposes.

☞ This Zap only requires 1 Trigger from AudiencePlayer to work. This Trigger provides order/payment/user information to be able to handle all sorts of Zap setups.

Step: Create the Zap (AudiencePlayer Orders to Your Accounting System)

Purpose:
This Zap ensures that every new order in AudiencePlayer, along with relevant user details, is automatically sent to your Accounting system or intermediary data store.

Steps to Set Up:
  1. Log in to Zapier and click Create a Zap.
  2. Select AudiencePlayer as the Trigger App.
    1. Trigger Event: “New Order”
  3. Connect your AudiencePlayer account.
  4. Set up the Trigger by testing it with sample order data.
    1. This Trigger includes information about the user associated with each order, such as their name and email address, which are often required by accounting apps in Zapier to link the order to a specific customer.
  5. Test and activate the Zap.

Final Notes

• This Zap functions as a data pipeline for all incoming orders.
• You may connect this Zap to Zapier Tables, Google Sheets, or a webhook endpoint that your Accounting platform ingests.
• Make sure to validate your data mapping if you add any optional Action steps later on.

By setting up this Zap, you’ll have real-time access to AudiencePlayer order data, making your accounting process more efficient and connected.