How to integrate with any app with Zapier
UPDATE: While the instructions in this guide are still valid, we now have an official Zapier integration that simplify the process. Get started here: https://zapier.com/apps/referralhero/integrations
ReferralHero currently has native integrations for Hubspot, Slack, Mailchimp, ActiveCampaign and Intercom. However, we know that our users may use different apps, such as MailJet, Drip, GetResponse and many others.
Instead of creating a custom integration for each service out there, we use Zapier to do the heavy work.
In this guide, we will show you how to connect ReferralHero with Drip by using Zapier, but the same instructions can be used to connect to any service.
Zapier is a great tool that does one thing very well: it connects apps using APIs.
To do so Zapier uses webhooks. If this sounds complicated, don't worry. You don't actually need to understand how everything is connected, but just follow the instructions in this guide :)
A "zap" (as Zapier calls its automated flows) is made of two parts: a Trigger and an Action.
In our case the Trigger is ReferralHero and the Action is whatever service you want to use.
ReferralHero will send a notification to Zapier every time a new person signs up onto your list. You will then tell Zapier what you want to do with this notification (eg: add contact to a CRM or create a new row in a Google Spreadsheet).
Too much for the theory, let's create a Zap!
Step 1 - Register on Zapier
If you haven't done so yet, register on https://zapier.com/sign-up/
Step 2 - Make a Zap!
After you signup (or login) click on the red button "Make a zap!"
Step 3 - Give it a name
This step is absolutely optional but it will make it easier later on to find it in your dashboard. I chose a descriptive name "ReferralHero to Drip".
Step 4 - Choose Webhooks
In the search bar, under "Choose a trigger app", type "webhook". The first suggested result will be "Webhooks by Zapier". Click on it.
Step 5 - Catch hook
In the next step choose "Catch Hook" and click "Save + Continue".
Step 6 - Skip
In this screen leave the field blank and click "Continue".
Step 7 - Copy webhook url
This is the most important screen to configure ReferralHero properly. Zapier will give you a URL (highlighted in the screenshot below). Copy and paste it in the "Webhooks" tab in ReferralHero (more on this in the next step).
Step 8 - Paste webhook
Go to your widget dashboard on ReferralHero, under "Settings" > Webhooks", add a new webhook and paste the URL you have copied in the previous step.
Don't forget to save the changes!
Step 9 - Test webhook
After you have saved the changes, reload the page and go back to this section. Now we need to test the webhook. Just click on the link "Test" that has appeared next to your webhook.
That's it! We will ping Zapier to notify them that we have set up the webhook. Now go back to Zapier and click on the blue button "Ok, I did this".
You should see a screen like the one below. Click on the red button "Continue".
Step 10 - Connect Drip
Now that we have completed the first part (the Trigger), it's time to look at the second part (the Action). Zapier gives you the possibility to connect with hundreds of apps, but for this tutorial we are going to use Drip. The following steps change according to the integration you choose, but the logic is always the same.
Let's go ahead and add Drip. In the search field, let's type "Drip". You will see in the suggested results Drip. Click on it.
Step 11 - Choose an action
In Zapier we can choose what to do when the webhook is triggered. In our case we want to subscribe our user into our Drip list. Let's choose the action "Create or update subscriber" and click on the blue button "Create or Update subscriber".
Step 12 - Authentication
If you haven't done that yet, you need to connect your Drip account and authenticate it. This is a required step for every Zapier integration that ensures you are the legit owner. Let's go ahead and click on "Connect a new account".
When you click on that button you will be redirected to a different page. Sometimes it will be the website of the integration (eg: when you want to integrate with a Google service), other times you will be required to add the API key of this service. Drip belongs to this second category. Zapier does a great job in explaining how to connect your Drip account. In this case you only need to get your API token from this page and paste it in the input field.
When you have done that, click on the red button "Yes, continue".
After you save your API token you will be redirected back to Zapier. It might take a few seconds before Zapier fetches your account, so don't desperate if it doesn't happen immediately. When your account has been added, you will see something similar to the screenshot below. Click the blue button "Save + Continue".
Step 13 - Template
We are almost done! This page is where the real magic happens. Here you can choose exactly what data you want to send over to Drip. The page looks complicated, but we don't actually need all the settings.
First thing first we need to tell Zapier which account we want to use. Click on the dropdown under "Account ID" and choose one account.
The next step is to tell Zapier where to find the email address of the subscriber. This is the only required field (obviously, since Drip sends emails!). Click on the icon on the right-end side to open the options and click on "Email email@example.com".
You might wonder: wait a sec! How does Zapier know that?! Because we told it!
Remember when we tested our webhook in step 9? We sent Zapier a fake JSON with all the information, instructing Zapier of where to get the data.
Step 14 - Custom fields (optional)
This step is optional because the only required field is the email address, however, why not send Drip a bunch of custom fields?
ReferralHero, in fact, doesn't send to Zapier only the email address of the subscriber but also a bunch of extra data that you can use, for example, to segment your subscribers on Drip.
To see the exact list of info we send, see this article (the important one is the "new_registration" webhook).
Let's go ahead and send some extra data. For our example, we will send "name" and "referral_link".
In Zapier this is very easy to do. You just need to give a name for each custom field (we chose the arbitrary NAME and REFLINK) and tell Zapier which data to use (once again click on the icon on the right-end side and choose "name" and "referral link" respectively).
The final result should look like this:
Zapier also gives you the option to customize other fields, such as tags and timezone. These fields are all optional and it's up to you to customize them or not.
When you are done, click on the blue button "Continue".
Step 15 - Testing
In this step, we have the opportunity to test our zap and make sure everything works correctly.
Click on the blue button "Create and continue". Zapier will simulate a ReferralHero new registration and you should be able to see a new subscriber (John Doe) in your Drip account.
If everything goes well you should see a screen saying the test was successful. Kudos to you, you made it! Now the only thing left to do is to activate your zap.
Click on the red button "Finish" to finish the setup.
Pro Tip: if you want your zap to do more than one thing (eg: subscribe the user to Drip AND add a row in a Google Spreadsheet) you can click on "Add a Step" and add a new action. Basically, you will start again from step 10.
Step 16 - Activation
Last step! And a very simple one. Just click on the toggle to activate your zap and make it live. Enjoy your new ReferralHero integration :)
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