Overview

Zapier is a web automation app which allows you to connect apps you use every day to automate tasks and save time. Zapier integration allows you to integrate Meritto with over 500+ third-party web services available on Zapier.

Zapier allows you to create what they call ‘Zaps’. Zaps are workflows that connect your apps, so they can work together. To use Zaps, you’ll first have to connect your Meritto account to Zapier. Zaps start with a trigger – an event in one of your apps that kicks off this workflow. To know more about Zaps and how they work, please refer to How Zapier Works and What are Zaps.

Plan & Permissions

Before proceeding, ensure that you have:

• An active Zapier account.

• An active Meritto account with Zapier Integration enabled.

• API Secret Key access from Meritto > Settings > Extensions > Zapier Integration.

Step-by-Step Guide to Integrate Zapier with Your Meritto Account

1. Connect Meritto with Zapier

To begin, you need to connect your Meritto account to Zapier:

1. Log in to your Zapier account.

2. Navigate to My Apps from the dashboard.

3. Click Add Connection.

4. In the pop-up, search for "Meritto".

5. Click Connect an Account.

6. Enter your Meritto API Secret Key (found in Meritto > Settings > Extensions > Zapier Integration).

7. Click Yes, Continue to complete the connection.

Your Meritto account is now linked with Zapier.

To know more, please refer to Connect your app accounts to Zapier.

2. Create a Zap

A Zap is an automated workflow that starts with a Trigger and results in an Action.

Example: Create a lead in Meritto when a LinkedIn Lead Gen Form is submitted

1. Go to your Zapier Dashboard and click Create Zap.
2. Set up a Trigger:
• In the Choose app & event search bar, select LinkedIn Lead Gen Forms.
• Choose a Trigger Event (e.g., New Lead Gen Form Response).
• Connect your LinkedIn Business Account with Zapier.
3. Set up an Action:
• In the Choose app & event search bar, select Meritto.
• Choose an Action Event (e.g., Create or Update Lead).
• Connect your Meritto account with Zapier.
• Map LinkedIn Lead Gen Form fields to Meritto fields.
4. Test your Zap and Turn it on.

Your Zap is now active, and new leads from LinkedIn Lead Gen Forms will automatically be created in Meritto.

3. Set Up a Trigger

• New Lead Gen Form Response – Triggered when a new lead submits a form.
• New Event Registration Form Response – Triggered when a new event registration form is submitted.
• changes in your Meritto account.

Steps to configure a trigger:

1. In the Trigger setup, select LinkedIn Lead Gen Form.

2. Click Sign in to LinkedIn Lead Gen Form to connect your account.

3. Choose the Business Manager Account linked to your Lead Gen Form.

4. Select the specific Lead Form to trigger the Zap.

5. Click Continue to proceed with setting up an Action.

4. Set Up an Action

• Create or Update Lead – Creates a new lead or updates an existing one when a Trigger occurs.

Steps to configure an action:

1. From the Choose app & event search bar, search for the Meritto app.

2. From the Action Event dropdown, select a relevant Action or a Search that you want to execute once a Zap is created. Then, click Continue.

3. From the Choose an account dropdown, choose the external account on which you want to create the Zap. Then, click Continue.

4. Fill in the other necessary fields. Once you’re done, click Continue. Then, click Test & Continue.

5. Once the test is successful, click Turn on Zap. Your Zap is now active.

Your Zap is now live and will automatically perform the defined Action whenever the Trigger occurs.

Points to Keep in Mind

• Ensure that Zapier Integration is enabled in Meritto before setup.

• Always test your Zaps before turning them on.

• Use API Logs in Meritto to troubleshoot Zap failures.

• Make sure you correctly map fields between apps for accurate data transfer.

Conclusion

By integrating Zapier with Meritto, you can automate lead management, streamline workflows, and enhance data synchronization with third-party apps. This integration eliminates manual data entry, reduces errors, and improves efficiency by seamlessly connecting Meritto with your existing tools. Follow the steps outlined above to connect your Meritto account, set up Triggers, and define Actions to optimize your workflow automation.