Zapier and SegMetrics

Zapier connects the apps you use every day and provides an easy way to include your marketing data into SegMetrics. Although SegMetrics might not integrate with all the apps you're using, there's a good chance that you'll find a connection through Zapier and the thousands of integrations they maintain in their library.

How the Integration Works

When you connect SegMetrics and Zapier together you can send data to SegMetrics when an event-based trigger is fired by another application. The most common examples are when a contact makes a purchase or a contact is added to a list. Once SegMetrics processes that information, you can create or update contacts, apply or remove tags, or create or update purchases.


Connecting SegMetrics to Zapier

To connect SegMetrics to your Zapier Account:

  1. In SegMetrics, go to your list of Integrations, and click Connect Your Account on the Zapier Integration
  2. Click View Integration to get access to the SegMetrics Zapier Integration.
  3. Sign in to your Zapier account, then navigate to Home > My Apps
  4. A prompt will appear and ask you to enter your SegMetrics information. This can be found on the Connect Your Account screen from step one.
  5. Once you enter your API information, click the Yes, Continue button.
  6. To test your connection, click the Test button.

Setting up Your Zaps

Now that your SegMetrics account is connected to Zapier, you can connect your existing zaps with SegMetrics. When your apps trigger a zap, data gets sent from the trigger app to SegMetrics.


Zap: Add or Update a Contact

Adds a contact into your SegMetrics account. Contacts must be added to your Custom CRM account to show up.

If you use a Contact Id or Email address that already exists in your account, the data will be updated.

Zap: Add or Update an Order

Adds an order or purchase into your SegMetrics account.

If you pass a Contact Id, make sure that it is the same Contact Id from your main CRM. If you use an email address, we'll match that contact with a contact in your CRM on the next import.

If you pass an Invoice Id that already exists, that data will be updated.

Zap: Add or Update a Subscription

Adds a subscription record into your SegMetrics account.

If you pass a Contact Id, make sure that it is the same Contact Id from your main CRM. If you use an email address, we'll match that contact with a contact in your CRM on the next import.

If you pass a Subscription Id that already exists, that data will be updated.

Zap: Add Tag to Contact

Ads a tag to the contact in your CRM, noted either by Contact Id or Email address.

Contacts Must already exist in SegMetrics to add a tag to them. If you're not sure if a contact will be in SegMetrics when this zap is run, you can use the Add or Update Contact task (above) to create the contact before adding the tag.

Zap: Remove Tag from Contact

Remove tags from the contact in your CRM, noted either by Contact Id or Email address.

Contacts  Must already exist in SegMetrics to add a tag to them. If you're not sure if a contact will be in SegMetrics when this zap is run, you can use the Add or Update Contact task (above) to create the contact before removing the tag.

Zap: Record Ad Performance

Manually record the Ad Performance for a specific ad for the date noted. This is most effectively combined with Zapier's Import from Google Sheets zap that can take rows from a spreadsheet and insert them into SegMetrics.

If the ad does not exist already, it will be created, along with the AdCampaign and AdSet.

Zap: Track Page View

Creates a page view event for a contact in SegMetrics. This is useful when connecting call-tracking software like WhatConverts or CallRail to SegMetrics' views.

The URL should contain all utm fields and information you want to pass to the page view event.

If you pass a Contact Id, make sure that it is the same Contact Id from your main CRM. If you use an email address, we'll match that contact with a contact in your CRM on the next import.


List of Zapier Integrations

To see a list of integrations you can use with Zapier and SegMetrics, check out Zapier's integration list here.

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