Zapier Integration

Overview

The Satisfi Labs Marketing Engine Zapier integration enables users to automate workflows by connecting Satisfi Labs Marketing Engine with other applications. This integration allows users to trigger actions based on events in Satisfi Labs Marketing Engine and execute operations on Satisfi Labs Marketing Engine based on events from other platforms.

How to Connect Satisfi Labs Marketing Engine with Zapier

Accessing the Integration

Satisfi Labs Marketing Engine's Zapier integration is available by invite only. To access it, use the following link: Satisfi Labs Marketing Engine Zapier Invite

Supported Triggers

Triggers are events in Satisfi Labs Marketing Engine that initiate workflows in Zapier.

1. Contact Add To List

• Description: Triggers when a contact is added to a specified list.

• Use Case: Automate follow-up emails when a new contact is added to a marketing list.

2. Contact Remove From List

• Description: Triggers when a contact is removed from a specified list.

• Use Case: Send a notification or update CRM when a contact is removed from a list.

3. Delete Contact

• Description: Triggers when a contact is deleted from Satisfi Labs Marketing Engine.

• Use Case: Sync contact deletions with external applications like a CRM.

4. New Contact

• Description: Triggers when a new contact is created.

• Use Case: Automatically add new contacts to a spreadsheet or CRM.

• Example: Sync contacts to HubSpot

5. New Custom Object Data

• Description: Triggers when a new record is added to a custom object.

• Use Case: Sync new custom object data with external databases.

6. Update Contact

• Description: Triggers when an existing contact is updated.

• Use Case: Keep customer records updated across multiple applications.

7. Update Custom Object Data

• Description: Triggers when a custom object record is updated.

• Use Case: Sync changes in Satisfi Labs Marketing Engine custom objects with other systems.

Supported Actions

Actions are tasks executed in Satisfi Labs Marketing Engine when triggered by events from other applications.

1. Create / Update Contact

• Description: Creates a new contact or updates an existing contact in Satisfi Labs Marketing Engine.

• Required Fields: Email, First Name, Last Name (optional: phone, tags, etc.).

• Use Case: Sync contacts from a CRM or form submissions into Satisfi Labs Marketing Engine.

• Example 1: Sync contacts from SalesForce

Get Account Id	Get Owner Id

• Example 2: Sync contacts from Vivenu

• Example 3: Sync contact from HubSpot

2. Create / Update Custom Object Data

• Description: Creates or updates a record in a custom object.

• Use Case: Maintain data consistency between Satisfi Labs Marketing Engine and external databases.

3. Delete Contact

• Description: Deletes a contact from Satisfi Labs Marketing Engine.

• Use Case: Remove contacts when they opt out or unsubscribe from services.

4. Delete Custom Object Data

• Description: Deletes a record from a custom object.

• Use Case: Automate data clean-up processes based on external triggers.

How to Connect Satisfi Labs Marketing Engine with Zapier

1. Sign in to Zapier: Log into your Zapier account or create one.

2. Use the Invite Link: Access the integration via Satisfi Labs Marketing Engine Zapier Invite.

3. Connect Your Account: Provide account credentials to authenticate Satisfi Labs Marketing Engine.

4. Set Up a Zap: Choose a trigger from Satisfi Labs Marketing Engine and configure the action to execute.

5. Test and Activate: Run a test to ensure proper integration, then activate your Zap.

Conclusion

With Satisfi Labs Marketing Engine's Zapier integration, you can seamlessly automate workflows between Satisfi Labs Marketing Engine and other applications, enhancing efficiency and productivity.