Zapier Integration (Beta)

Overview

With Zapier, you can now integrate Heymarket with over 750 business apps. It's great for having contacts from other business apps automatically appear and get updated in Heymarket, and vice versa.

The Heymarket Zapier integration currently supports two triggers and one action.

  • Trigger: Get Chat Contact - this triggers when there is a new chat in an inbox and provides information for the corresponding Heymarket contact.
  • Trigger: Contact Update - this triggers when a contact is created, updated, or imported into Heymarket and provides information for the corresponding Heymarket contact.
  • Action: Create Contact - this creates a contact in Heymarket with the provided information. Existing contacts, determined by phone number, will be updated with the new information provided.

We're adding more Zapier capabilities over time. Feel free to message us with feedback.

Configuring the Zapier Integration

You must be a Heymarket team administrator to configure the Zapier integration. This integration is in beta, please contact us to get access. You can configure the integration at the time of creating your first Zap or now:

  1. Accept this invite to utilize the Heymarket/Zapier public beta
  2. Sign in to Heymarket Web, go to the Manage Integrations section, copy the API key, and paste it in the popup from the previous step
  3. Click ‘Yes, Continue’ and go through the testing steps to ensure the integration is working correctly

Using the Integration

When a new chat is started in Heymarket, create a new contact in another application

  1. Sign in to Zapier and click on ‘Make a Zap!’
  2. Search for ‘Heymarket’ as a trigger app and select it
  3. Select ‘Get Chat Contact’ as the trigger
  4. If you haven't already authenticated, you'll need to do so by retrieving the API key from the Manage Integrations section of Heymarket
  5. Select the Heymarket inbox you would like to monitor for new chats and the direction. ‘Inbound’ is a new message/chat received in the inbox. ‘Outbound’ is a new message/chat sent from the inbox.
  6. The next step will test the integration and return an example contact with fake data. You can review and then continue.
  7. To complete the Zap, select the action to perform with the contact data. Select the app you want to use from the list or search field and continue
  8. Authenticate, if needed, and continue
  9. Select the action to perform (in this case, creating a contact) and continue
  10. Configure the provided template to map Heymarket fields to the fields in the other app and continue
  11. Make sure the test data looks good and Send Test to submit it. Review the data in the other app.
  12. Finally, activate the Zap and you're good to go!

When creating a new contact in another application, create a new contact in Heymarket.

  1. Sign in to Zapier and click on ‘Make a Zap!’
  2. From the search box under ‘Choose a Trigger App’, find the other application and select it
  3. Select the appropriate trigger for a contact being created in the other application
  4. Continue through the authentication and test steps and review the example data returned
  5. Optional  All Heymarket contacts are required to have a phone number.  If contacts from the other app might not have one, you can add a filter to not not send them to Heymarket:
    1. Click the small ‘+’ button on the left side of the screen, then click the ‘Filter’ button that appears
    2. Make sure ‘Only continue if…’ is selected and continue
    3. In the first dropdown, select the phone field from the test data
    4. In the second dropdown, select ‘Exists’ and continue
  6. You should now be on the ‘Choose an Action App’ step. Search for or select Heymarket and continue.
  7. Select the ‘Create Contact’ action
  8. If you haven't already authenticated, you'll need to do so by retrieving the API key from the Manage Integrations section of Heymarket
  9. Map the fields from the other app to Heymarket fields in the provided template. You can also select a list to automatically add the contact to.
  10. Continue, review the the test data, and submit it.
  11. Activate the Zap and you're all ready!

Create or update a contact in Heymarket, create or update a contact in another application

  1. Sign in to Zapier and click on ‘Make a Zap!’
  2. Search for ‘Heymarket’ as a trigger app and select it
  3. Select ‘Contact Update’ as the trigger
  4. If you haven't already authenticated, you'll need to do so by retrieving the API key from the Manage Integrations section of Heymarket
  5. Test the integration and return an example contact with fake data. You can review and then continue.
  6. To complete the Zap, select the action to perform with the contact data. Select the app you want to use from the list or search field and continue
  7. Authenticate if needed and continue
  8. Select the action to perform (in this case, creating a contact) and continue
  9. Configure the provided template to map Heymarket fields to the fields in the other app and continue
  10. Make sure the test data looks good and ‘Send Test’ to submit it. Review the data in the other app.
  11. Finally, activate the Zap and you're good to go!



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