In this guide, you'll learn how to connect VipeCloud to your Zapier account and some of the basics of creating a "Zap". If you have questions along the way, we're more than happy to help.
hello vipers let's talk about how to use
zapier so that you can have vipe cloud
talk with other business software that
you have uh as a part of your stack
so zapier is a freemium platform that
enables
otherwise unrelated business software
platforms to integrate with one another
without a direct integration
so what i mean by freemium is that it is
typically free to use except for in
certain circumstances where you're a
very heavy user
or there are also certain software
platforms though not too many that just
simply require a uh
someone to pay for zapier in order to
use it
vyp cloud is not one of those and
most other software
is not a premium
connection to use in in zapier
and so zapier allows
vip cloud to work with
honestly most of the software that is
out there without us having to build a
direct integration in the first place um
though we do have a a bunch of platforms
that do have direct integrations
including calmly go to webinar
and quickbooks
and we are always adding more to that
list
and so
to get started with this you can go to
your setup page right here
click on zapier
and then from here you can click on this
button right here to
click here to create your zaps
and then that will take you to uh to
zapier and make it so that the the vipe
cloud
integration is available to you on that
platform
you'll need to create an account here
like i said it is free for information
about their uh their paid plans you can
see that on their website
and then to uh to create a zap you can
go right here create zap
something to know about uh how their
integrations work is that it's sets of
triggers and actions and so
each zap will have one trigger and then
it will have at least one action because
you are actually able to have multiple
actions
that happen after an individual trigger
now in most cases people are sending
information to vipe cloud
using zapier that's just kind of how
crms tend to work they were mostly
gathering information as opposed to
sending it out although we do actually
have the ability to send information out
as well
and so
what you'll want to do is choose from
choose from some other some app that you
are looking to
to send information
to vypcloud
in this case i'm just going to use
microsoft office right here because i
already have that uh that connected
and in most cases when it comes to
connecting
a platform here
you're uh
either going to need to just
authenticate by logging in and also
you'll often need to collect an api key
from your account in order to do that
just to quickly go over that with vip
cloud actually api keys can be found
right here it might sound technical but
it's actually a very simple process all
you need to do is click on that and here
just so i don't uh
reveal what my
keys are here let me just
there we go so after you click on that
it'll take you to this page right here
create api key right down here you'll
see a string of numbers copy those
numbers over paste it into
the the field that
zapier is looking for
along with your email address that'll be
all set for your for your vip cloud
authentication that is
uh other platforms might work a little
bit differently and you'll have to refer
to them
for further clarification
so from here trigger event you're going
to be choosing what it is you want to
have initiate the automation
and so here we can see what uh
what microsoft's uh are
and and then it's very linear process
you go through continue and so on and so
forth
and then you go to create your action in
this case we're gonna do a vip cloud
and so
this is something this is actually what
we're looking at here actually is a
little bit of a bug on zapier side this
has been going on for quite some time
now actually the good news is is purely
aesthetic where you see
indeed what is the most uh what is the
newest
version of the vipe cloud
app
uh on zapier which is while i'm
recording this is 1.6.1
um
yet it still says newer available so
really all you ever need to do is just
choose whichever one is the highest
number so that in that case is this
right here
uh since i've already connected my vip
cloud account here this is already all
set
and
and then we choose the action event
and so here are the here's the current
list of actions that are available
from vip cloud
you have create contact so that means
that if whatever your trigger is has
contact information in it you're able to
create a contact right there
create opportunity this also allows you
to uh to create an opportunity
and then you can launch a series as well
and you can log in activity so that'll
be like um
like a a closed task basically that
you're able to create on a contact
record
and then also update opportunity in
cases where you're looking to just pull
in information that already exists
for an opportunity
and so
one thing too that
here we go select that continue
there we go and so the way this works is
actually it's very much like importing
information
so it's very much just matching the
fields now because i don't have any real
sample information that's coming over
from this we're not going to see a whole
lot here but basically what happens is
in vip cloud we have all this available
information that can be added from an
external source you click on click here
and if that external app is providing
data that has contact data you'll be
able to choose it right from right here
and say you know this is the address
information this is the company name
information and uh and so on and so
forth additionally you're also able to
add contacts to contact lists which can
be quite handy as well for building up
newsletter lists and things like that
now one thing too that i want to
emphasize is that we are very much uh
happy to work with you on this process
as well it's generally a pretty
straightforward process but occasionally
people can run into issues along the way
and have questions and if that happens
to you
we are more than happy to to support our
zapier integration and make sure that it
is working smoothly for you
so don't hesitate to reach out hope this
uh is helpful and have a great rest your
day