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Configuring Automations with Zapier

Dialog Insight has an integration for Zapier, a tool used to automate actions such as Create a contact or Create a transaction. If you are using an external app to stock or collect data on your leads, contacts or transactions, you can synchronize or import this data into your Dialog Insight's project with Zapier (see the list of supported apps by Zapier). 

For an initial import or for bigger volumes, it is recommended to use the Transfer feature. Then, for updates or additions, you can use a Zap, which works with a trigger event. By automating the import or synchronization of contacts or transactions, you limit the possibility of errors and avoid repetitive tasks. 

In this article, you will learn to connect your Dialog Insight project and your Zapier account after generating the required keys. Then, you will be able to create an automation (Transfer or Zap).  


Prerequisites


Step 1: Generate the keys

In Project -> Integrations, at the end of the line of Zapier integration, click on Edit:If you do not see the integration, contact us to add it to your project.


In the popup window, you can generate the required keys to connect your Dialog Insight project to your Zapier account. Click on Continue


You now have APIKey, Idkey and Idintegration and idProject:You will need the keys in the next step.


Step 2: Connect the project

Go to your Zapier account in the Apps section and search for the Dialog Insight app. When you find it, click on Connect:


Then, select the environment and fill in the required keys:For more information, see the Zapier documentation on connecting apps


Step 3: Create a contact or a transaction

Now that your Zapier account is linked to your project in Dialog Insight, you can create a Transfer or a Zap.

Transfer

When importing with Transfer, choose Dialog Insight as the destination:


The field mapping for contacts or transactions will be different depending on the structure of your project. Here is an example for contacts:At this step, you could choose to include opt-ins (for contact creation).
For more information, read the documentation on Transfer.
Zap

When creating a Zap, select Dialog Insight for the event and choose an action among those available (Create a contact or Create a transaction):


The field mapping for contacts or transactions will be different depending on the structure of your project. Here is an example for transactions: For more information, read the documentation on Zaps


Results

Imports or synchronization may take a certain time (in some cases 5 to 10 minutes). The contacts are added to the list of contacts and transactions to the Transaction table. 

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