We have great news for you: the Omniconvert integration with Zapier is available!
Now it is easier than ever to connect your Omniconvert account with thousands of tools and save up precious time.
Zapier is a global integration platform that helps you automate business flow and tasks by connecting different tools and web applications without any coding involved. It’s a delight to all non-technical marketers, it simplifies the processes and helps you have a more significant impact with less work and effort.
How Zapier works?
In case you have not used Zapier before, I will briefly explain how it works:
Zapier creates a connection (it is called a Zap) between two web applications using Triggers and Actions: when a trigger is launched, the action you set up automatically takes place.
For example, when someone completes their contact information (trigger) in a survey, the email address is instantly sent to your Gmail account or CRM tool (actions).
How to connect your Omniconvert account to other web applications
One of the main features of Omniconvert is the lead capturing survey. You can quickly build segmented surveys and collect the leads. From now on, using the Zapier integration, you can directly send the leads from the Omniconvert surveys to your CRM or any other tool that has the Zapier integration available.
How to do it – step by step guide
Step 1. Login your Zapier account and start making a Zap.
Step 2. Press on the Trigger section.
Step 3. Search for Omniconvert and select it from the displayed apps.
4. Choose the trigger you need
On the right side of your screen, you will see a menu opening, press on Trigger event to open up the options for the trigger.
Select either New Overlay Lead or New Survey Lead (it triggers when you have a newly generated lead).
Step 5. Connect your Omniconvert Account
Go into your Explore account, and from your website dropdown, select API Credentials.
Here you will be able to see your API Key, copy it.
Go back to Zapier, and press on the Sign in option.
And insert your Omniconvert Account Email and the API Key you copied earlier.
Step 6. Set up the Omniconvert Lead
Once you have connected your Omniconvert account, the next step is to select from the list the URL of the website where your survey is live.
Press either on the Configure section at the top of the menu or the Continue button at the bottom of the menu.
From the Configure section, press the Select Website dropdown and select your website.
Then press the Select Overlay/Survey dropdown and select your intended overlay/survey.
Next, press either on the Test section at the top of the menu or the Continue button at the bottom of the menu.
Press the Test button to make sure everything is set up properly.
After you’ve tested it, press on Continue with selected record to finalize the trigger setup.
Step 7. Set up the Action
Press on the Action button, this will open up the App browser.
Choose the Action App that will be launched by the trigger:
Depending on the app you have selected, you will have various actions available.
Here are a few examples:
Gmail
MailChimp:
GetResponse:
Slack:
HubSpot:
Connect your Action App account and then Set up the template you want to use for this zap, depending on the available options.
Test your template or Skip this step.
You can rename the Zap by opening the dropdown at the top of your screen.
And finally, you can publish the Zap.
And this is it! The process is complete.
Want to try? Follow this special invite link which will let you integrate Omniconvert with more than 700 applications available on Zapier.
And feel free to contact us at [email protected] if you need any help with setting up an integration.
