Product Update: Connect Automizy to the apps you already use!

Connect Automizy with the apps you like and already use: introducing Zapier integration.

Zapier helps you connect different apps easily without the need of programming. There are lots of use cases where it comes handy, e.g. you can connect Automizy with:

  • CRM systems (like Pipedrive, HubspotCRM, Zoho CRM and more)
  • Forms&Surveys (Gravity forms, Ninjaform, SumoMe, etc.)
  • Webinar tools (such as GoToWebinar)
  • Chat software (e.g. LiveChat, Slack)
  • Email Marketing tools (Mailchimp)
  • Video Marketing software (Wistia)
  • Event Management tools (Eventbrite)

But there are lots of other exciting ways to use Zapier with Automizy.

What is Zapier capable of?

Zapier requires you to build a 2 or more step “Zap”. Zaps are the workflows, which have a trigger and an action step:

  1. Trigger (the app that sends data to Zapier)
  2. Action (the app that receives data from Zapier)

What can trigger a Zap in Automizy?

Automizy can send multiple types of data to other services via Zapier that helps you satisfy tons of use-cases. For example:

  1. If a new contact subscribes on your signup forms you can send a Slack or email notification
  2. If a subscriber gets a specific tag (for example you automatically add a tag to leads that are ready to buy) you can send a notification to a sales rep or you can move a deal from one step to another in your CRM
  3. If you delete a tag from your subscriber (for example a subscriber finishes a nurturing automation, e.g. an email course) you can send a notification message or update the contact’s data in your CRM

What can a Zap do in Automizy as an action?

  1. It can create or update a contact in Automizy, therefore you can send new subscribers from your unique popup service into Automizy and follow-up on them
  2. If it turns out in your CRM that your prospect needs nurturing, just add a tag to that subscriber via Zapier automatically which will trigger your nurturing campaign
  3. Unsubscribe your contact if they unsubscribed in your other services or told you to unsubscribe themselves on your website

How to setup a Zap with Automizy?

If you would like to send data from Automizy to another app, follow the steps below:

    1. Click this invitation link
      (Or in Automizy app please click the Settings menu on the left bottom side of the screen, Click Integrations and choose Zapier.)
    2. Log in to your Zapier account from there (or create a new one)Zapier invitation
    3. Search for Automizy
      Search for Automizy
    4. Choose a trigger type in Automizy:
      Zapier triggersTrigger types:
      – Contact Created: It triggers the Zap when a new contact is created
      – Tag Added To Contact: The Zap is triggered when a Contact in Automizy gets a specific Contact Tag
      – Tag Removed from Contact: The zap is triggered when a contact in Automizy gets a specific Contact Tag
    5. Select the Application that receives the data and setup actions.

If you would like to send data to Automizy from another app, follow the steps below:

    1. Click this invitation link
    2. Log in to your Zapier account from there (or create a new one)
    3. Change Automizy trigger to the app you want to send information from
    4. Search for Automizy in the action section and pick itSearching Automizy as action
    5. Choose an Automizy action type:Zapier actions in AutomizyPossible Automizy actions:
      – Remove Tag From Contact: Remove 1 or multiple tags from a subscriber in Automizy
      – Add Tag to Contact: Add 1 or more tags to a subscriber in Automizy
      – Create or Update a  Contact: Create a new or update an existing subscriber in Automizy
      – Unsubscribe contact: Change a contact’s status to Unsubscribed in Automizy

New Integration: OptiMonk

Generate leads with Optimonk on site retargeting solution and send your contacts straight into Automizy!

OptiMonk provides websites and online stores with on-site retargeting – a powerful new marketing tool for engaging and re-engaging their visitors via behavior based pop-ups and nano bars.

OptiMonk easily integrates now with Automizy too, allowing businesses and website owners to recover up to 15% of lost visitors and convert them into sales and leads using a perfectly timed message which can be customized for each visitor.

Customers

Getting Started Guide

If you would like to send your leads from OptiMonk to Automizy automatically, follow the steps below:

  1. Create an OptiMonk account (or log in to your existing account)
  2. Build a pop-up or nanobar campaign

    OptiMonk: Popup or nanobar

  3. After you finished the design of the popup, click Save
  4. Scroll down to Integrations section on the Settings screen

    Integrations section

  5. After you click on the question “Where would you like to keep the list of subscribers?”, click on the “Set up” button at the External System paragraph

    Click Setup

  6. Choose Automizy in the popup window

    Choose Automizy

  7. Click on the Authentication link

    Authentication link

  8. Log in to your Automizy account

Completed!
From now on you will see that your subscribers will appear in Automizy system too – therefore you can choose Optimonk form as a trigger for your automations, you can add Contact Tags in Optimonk to label your contacts and measure the end-to-end effectiveness of your popup or nanobar campaigns or you can send bulk emails to them!

New Feature: Autodetect Forms

Automizy can now be easily and automatically connected with your existing forms on your web page: autodetect forms feature is launched.

You just need to create a new Workflow, choose “Fills out a form” as a trigger and then click on “Autodetect”.

Next step is to click “Detect new form”, then insert the URL of your web page to the placeholder. Wait while Mizy is scanning your page, then choose the form you want to build a drip campaign on.

In case you haven’t insert the installation code into your web page, please follow the instructions in the pop-up window or read this guide on our WordPress Plugin.

autodetect forms

New Feature: WordPress Plugin

Connect your WordPress site easily with Automizy easily, without any coding skill.

We developed a WordPress plugin that can be installed easily to your WordPress site. This plugin inserts the tracking code to your website automatically to the right place.

As a result, you will be able to add Automizy forms to your web page or use the Autodetect feature that automatically connects your WordPress site’s forms with Automizy.

Steps to install plugin:

  1. Login to your WordPress site
  2. Search for Automizy plugin in the plugin manager
  3. Install it and log in with your Automizy username and password
  4. Detect your existing WordPress forms or insert Automizy forms into your web page!

    wordpress-plugin-installation

 

New Integration: Unbounce

You can send contacts to Automizy in real-time if you use our integration with Unbounce.

Unbounce is an intuitive, easy-to-use landing page builder that allows you to setup web pages in minutes for lead generation purposes. You can ask for contact information with forms and send it to Automizy system immediately and automatically. Unbounce forms can trigger drip campaigns inside Automizy.

Steps to connect:

  1. Copy the Unbounce URL in Automizy
  2. Login to Unbounce and open the landing page you want to connect with Automizy
  3. Scroll down to “Basic Form Integrations” panel
  4. Click “Webhook: POST or URL” button
  5. Insert the script code to the popup window by hitting Ctrl+V (PC) or @+V (Mac)
  6. Go to the live landing page and subscribe (if you don’t do this Automizy won’t recognize the form)

unbounce-integration