Overview

Zapier is a tool that connects an app (e.g. Facebook) to a second app (e.g. Ometria) to automate actions based on a trigger in the first app. These triggers are called ‘zaps’.

For example, you can create a zap which connects Facebook Lead Ads with Ometria, so that every time a new lead is picked up by Facebook Lead Ads (the trigger) a new contact is created in Ometria (the action). You can also update existing contacts’ details and add them to static segments.

More help is available from Zapier here

Pricing

Zapier offers a free account for basic use, however, Zapier will charge a small fee for more complex use cases. Please see their price plans for further information. 


Steps

1. Log into your Zapier account and select Make a Zap!



2. Select your trigger - in this example 'Facebook Lead Ads'.




Note: Ometria does not currently offer a trigger app, as you cannot export data from Ometria to any other app through Zapier.


3. Select your trigger event, i.e. the event which will create an action in Ometria. Then click Continue



You will be prompted to choose your Facebook account and sign in. 


Select the relevant Facebook page as well as the form you’d like to pull information from: 


Select Continue.


4. Test your connection: 


  • To test your connection, click Test & Continue. If Zapier finds an example item, you'll proceed to set up the rest of your Zap
  • If you want to review the data that Zapier pulls from your trigger, click Test & Review.

Zapier finds some sample data from your trigger app (e.g. Facebook) to use in the zap. This sample can be used as test data.

5. In the next step, choose the app (Ometria) and select an action to perform. 

Choose your app:

Select your action - in this case, when a new lead is identified in Facebook it will trigger the creation of a new contact in Ometria:


Note: If you do not see the Ometria app in your action options, please use our activation link and try step 5 again.


You also have the option to trigger the merging of an existing contact, updating their details, and adding contacts to segments. See step 6.


6. Select Continue, choose your Ometria account: 


- If this is your first time using Ometria with Zapier, select + Add a New Account and follow the instructions in the pop up to allow Zapier access:
Then select Continue again. 

The ‘Customize Contact’ fields display. 

In this step, you can customise the data that you want to send to Ometria.



Most of the fields are optional - use as many or as few as you like.


FieldDescription
Email Address (Required)The new contact’s email.
Subscription StatusSelect whether or not to subscribe the new contact.
If you leave this field blank the contact's subscription status will not change.
Add to StaticSelect a segment to add the new contact to.
You can select multiple segments.
Customer IDThe contact's unique ID (if applicable).
Please see our API documentation for more details.
TitleThe new contact’s title, e.g. Mr, Ms, Dr, etc.
First NameThe new contact’s first name.
Middle NameThe new contact’s middle name.
Last NameThe new contact’s last name/surname.
GenderThe new contact’s gender.
Phone NumberThe new contact’s telephone number.
Date of BirthThe new contact’s birth date.
Custom Contact FieldAny Ometria custom contact field.
To use this field you will need to enter the field ID in the first field.
You can request this ID from support@ometria.com


7. Once you’ve customised your fields, you can perform a quick test:


  • To test your connection and move on, click Test & Continue.
  • To test your connection and review your information, click Test & Review (as in example below).


If the test is successful, the message below displays (this is the Test & Review option):


It’s also worthwhile checking that the test has been sent to Ometria in the segment explorer


Your Zap is now ready:


8. If you are happy with your zap, you can turn it on by selecting the switch at the bottom of the screen:



Once your Zap is turned on, Zapier will run your action steps each time your trigger event occurs. 


You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Task History.