Zapier

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Using Zapier may require access to admin permissions. Please contact your admin if prompted to do so.

What is Zapier?

Zapier is a workflow automation tool that enables you to connect to thousands of other applications within their connected marketplace. Zapier utilizes “zaps” that run tasks, these tasks are easy to set up and serve highly customizable needs, in minutes. Zapier supports applications including Slack, HubSpot, Salesforce, Intercom, Zendesk, and Gmail.

You can find instructions on how to set up some of the most popular Sprig+Zapier integrations below:

1. Airtable
2. Gmail
3. Hubspot
4. Intercom
5. Slack
6. Zendesk

How to Find Your API Keys

To use Zapier you’ll first need to create an account. Once you’ve signed up, you’ll want to keep your Sprig Zapier API key handy, see below:

1. In the Sprig app, click Integrations> Zapier > Get API Keys
2. Confirm which Environment you are in. Based on the current Environment, take note of either the Development ID or Production ID
3. Copy the Environment ID for use in a later step.

Airtable

If you have a large team, everyone needs to be able to see the user insights you've collected through Sprig. Set up this integration and Airtable records will be automatically generated from new Sprig study responses. Now, your whole team can view all the responses from one platform that you already use.

• Create a new Zap, and select Sprig as the trigger.
• If asked, "Sign in" to Sprig using your Zapier API Key. If you’re unable to locate your Zapier API Key, please contact support.
• Select New Study Response as the Trigger Event.
• Click Continue and then click Test Trigger (testing is optional).
• Search for Airtable as the action, in other words, where should the data be sent to.
• Add action Create a Record. For all available actions supported by Airtable, visit the Zapier Library.
• You may be prompted to authenticate/sign in to Airtable.
• Select an existing base and table for data population.
• Once finished Continue.
• You have the option to test your Zap or skip and make live.

Gmail

Save time by automating your follow-up process with new respondents to your Sprig study. With this integration, a custom email will be automatically sent from your Gmail account to a specified recipient. Send thank you's, schedule interviews, trigger updates, and more! The workflow below is built off this template.

• Launch a study using one of the Recruiting Interview Participants templates
• Create a filtered workflow in Zapier that emails a pre-built link to anyone that agrees to be part of the study, for example www.calendly.com.
• Create a new Zap, and select Sprig as the trigger.
• If prompted, sign in to Sprig using your Zapier API Key. If you’re unable to locate your Zapier API Key, please contact support.
• Select New Study Response as the Trigger Event.
• Click Continue and optionally Test Trigger.
• Add a filter before selecting an app
• We only want to send an email to participants that have _accepted _the opportunity to be part of a study. Here is an idea of how to create the filters, this may vary depending on your study question configuration. This flow will activate when the following two conditions are met:
  • This Study Name contains Recruit (make sure you add this to the title)
  • There's a response that has someone's email (the "@" symbol)
• Search for Gmail as the action ( e.g. where should the data be sent to)
• Choose the Send Email action. For all available actions supported by Gmail, visit the Zapier Library.
• You may be prompted to authenticate/sign in to Gmail.
• Fill out the fields highlighted below (some are optional). You'll notice how you can use Sprig-provided fields to create a more personalized experience.
• Once finished click Continue.
• You have the option to test your Zap or skip and make it live.

Hubspot

Having quick access to your HubSpot contacts' latest comments or satisfaction scores is essential to providing a best-in-class customer experience. This Zap makes it simple and efficient to save your latest study responses to HubSpot contacts. With this integration, whenever a new Sprig response is received, Zapier will automatically create or update the correlating HubSpot contact, as well as an engagement for them.

• Create a new Zap, and select Sprig as the trigger.
• Sign in to Sprig using your Zapier API Key
• Then, select a trigger event. The trigger event will be "New Study Response". Then click Continue.
• Next, we'll want to test our trigger.
• Look for Hubspot as the action
• In order to update contact information in Hubspot, we must first locate the contact in Hubspot and tie in a Hubspot identifier. To do this you'll need to first add an action to Find Contact and follow that up with one to Update Contact
• For all available actions supported by Hubspot, visit the Zapier Library.
• Choose your Hubspot account (must authenticate with Hubspot), then press Continue.
• Locate your Hubspot email field and select it as the First Search Property Name. Next, use the Email property found in Sprig and use it as the First Search Property Value.
• Determine whether or not you would like to create a new Hubspot Contact if the email value of the Sprig response does not exist in your CRM (optional). Press Continue.
• Add a third action, from Hubspot, this will allow Hubspot to Update Contact. Then press Continue.
• Please note that you should already have an existing property in Hubspot to populate this data. If a custom/in-built property does not exist, or you would like to create a new one, read this blog on how to Manage your Properties.
• In order to Update Contact Hubspot requires that we match on an Object ID, this will be brought in from the first action (Find Contact). Again, make sure to update any existing/new properties as needed
• When finished, you can either Test Action or Turn on Zap.

Intercom

Having quick access to your Intercom contacts' latest comments or satisfaction scores is essential to providing a best-in-class customer experience. This Zap makes it simple and efficient to save your latest study responses to Intercom contacts. With this integration, whenever a new Sprig response is received, Zapier will automatically create or update the correlating Intercom contact.

• Create a new Zap, and select Sprig as the trigger
• If asked, Sign in to Sprig using your Zapier API Key. If you’re unable to locate your Zapier API Key, please contact support.
• Select New Study Response as the Trigger Event.
• Click Continue and optionally Test Trigger.
• Search for Intercom as the action, in other words, where should the data be sent.
• Add action Create/Update User. For all available actions supported by Intercom, visit the Zapier Library.
• You may be prompted to authenticate to sign in to Intercom.
• Enter Lookup Email and User ID in the relevant fields.
• Once finished press Continue.
• You have the option to test your Zap or skip and make live.
• When complete, you should have this saved to My Zaps.

Slack

• Create a new Zap, and select Sprig as the trigger.
• Sign in to Sprig using your Zapier API Key.
• After that, select a trigger event. The trigger event will be New Study Response. Then click Continue.
• Sign in to Sprig using your Zapier API Key.
• After that, select a trigger event. The trigger event will be New Study Response. Then click Continue.
• Next, we'll want to test our trigger.
• Pick the Slack application. Click Continue when finished. Please note that you may be prompted to sign into Slack.
• Select Send Channel Message in Slack. For all available actions supported by Slack, visit the Zapier Library.
• Create your custom message and select a channel to post to.
• You can also opt to update fields like bot name, bot icon, etc. Read this for more Zapier x Slack capabilities.
• Scroll to the bottom and click continue, then trigger a test.
• If the test was successful, proceed to "Turn on Zap".
• When completed, it should return "Test was successful!"

Zendesk

Append study responses to your user notes as study responses come in! This Zap makes it easy, automatically updating your Zendesk users with the details of each new study response in Sprig.

• Create a new Zap, and select Sprig as the trigger.
• Sign in to Sprig using your Zapier API Key .
• After that, select a trigger event. The trigger event will be "New Study Response". Then click Continue.
• Add an Action and search for Zendesk (Please note that Zendesk is a Premium integration and requires an upgraded Zapier account).
• Add action Find a User. For all available actions supported by Zendesk, visit the Zapier Library.
• Authenticate and login with Zendesk.
• The Query will work off the email search parameters in Zendesk.
• Once finished press Continue. You should then be given the option to either test your trigger or skip testing.