Zapier
Business Workflow Automation
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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:
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:
- In the Sprig app, click Integrations> Zapier > Get API Keys
- Confirm which Environment you are in. Based on the current Environment, take note of either the Development ID or Production ID
- 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.
Step 1: Create Zap and Define Trigger
- Create a new Zap
- Click Trigger and select Sprig as the trigger
- For trigger event, select New Survey Response
- Click sign in to login to Sprig using your Zapier API Key
- Click continue
- Click test the trigger
- Choose one of the responses and click continue with selected record
Step 2: Add an Action - Find Contact (optional)
Adding "Find Contact" to your Zap will allow you to tie survey responses to specific contacts within HubSpot. If this is not necessary, you can skip this step.
- Select HubSpot as the App for the action
- For action event, select Find Contact. For all available actions supported by HubSpot, visit the Zapier Library.
- Click sign in to login to HubSpot
- Click continue
- In the first search property name field, locate and select the HubSpot property for email
- For the first search property value, click the plus (+) and select Email
- Optional: If the email value of a Sprig response does not match the email of an already existing HubSpot contact and you would like a new contact created, check the box to “create HubSpot contact if it doesn’t exist yet”
- Click continue
- Click test step
Step 3: Add an Action - Create Custom Object
If you haven’t already, you will need to first create a custom object in HubSpot that you can use to store the Sprig survey responses.
- Add an action and select HubSpot as the App for the action
- For action event, select Create Custom Object
- For account choose HubSpot (should already be selected)
- Click continue
- In the Type of Custom Object field, select the custom object you created in HubSpot
- Below the Type of Custom Object field, find the fields for the custom object and map the corresponding Sprig properties to them
- Click continue
- Click test step
- Click publish to turn on the Zap
If you don’t have a HubSpot enterprise account and therefore don’t have the ability to create custom objects, an alternative approach of sending Sprig survey responses to HubSpot would be to create a note associated with contacts.
Step 1: Create Zap and Define Trigger
- Create a new Zap
- Click Trigger and select Sprig as the trigger.
- For trigger event, select New Survey Response
- Click sign in to login to Sprig using your Zapier API Key
- Click continue
- Click test the trigger
- Choose one of the responses and click continue with selected record
Step 2: Add an Action - Find Contact
- Select HubSpot as the App for the action
- For action event, select Find Contact
- Click sign in to login to HubSpot
- Click continue
- In the first search property name field, locate and select the HubSpot property for email
- For the first search property value, click the plus (+) and select Email
- Optional: If the email value of a Sprig response does not match the email of an already existing HubSpot contact and you would like a new contact created, check the box to “create HubSpot contact if it doesn’t exist yet”
- Click continue
- Click test step
Step 3: Add an Action - Create Engagement
- Add an action and select HubSpot as the App for the action
- For action event, select Create Engagement
- For account choose HubSpot (should already be selected)
- Click continue
- In the Engagement Type field, select Note
- For the Note Body field, click the plus (+) and select Step Output. This will copy over all the survey response information into a note in HubSpot as a JSON object.
- In the “Emails of the contact objects that should be associated with engagement” field, click the plus (+) and choose the Sprig Email field.
- Click continue
- Click test step
- Click publish to turn on the 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.
Salesforce
Having quick access to your Salesforce 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 Salesforce.
Step 1: Create Zap and Define Trigger
- Create a new Zap
- Click Trigger and select Sprig as the trigger
- For trigger event, select New Survey Response
- Click sign in to login to Sprig using your Zapier API Key
- Click continue
- Click test the trigger
- Choose one of the responses and click continue with selected record
Step 2: Add an Action - Create Record
If you haven’t already, you will need to first create a custom object in Salesforce that you can use to store the Sprig survey responses.
- Select Salesforce as the App for the action
- For action event, select Create Record. For all available actions supported by Salesforce, visit the Zapier Library.
- Click sign in to login to Salesforce
- Click continue
- In the Salesforce Object field, select the custom object that you created in Salesforce
- Below the Salesforce Object field, find the fields for the custom object and map the corresponding Sprig properties to them
- Click continue
- Click test step
- Click publish to turn on the Zap!
Slack
Easily send survey responses into Slack. Do note that Sprig has an existing integration with Slack as well that can also be harnessed, for more information see here.
- 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.
Updated 7 days ago