Zapier + Cometly Setup Instructions
Welcome to our guide on leveraging the power of our new Zapier integration with Cometly! As you know, Cometly is designed to capture and attribute customer actions within your marketing funnel. To enhance this process, we're excited to introduce our integration with Zapier. This tool allows you to automate the flow of data between Cometly and your other applications, creating a seamless tracking and attribution pipeline.
Before we dive into the guide, it's important to understand some use-case-specific requirements that ensure Cometly can effectively track customer actions:
For eCommerce Stores: Our system must receive both the email and the customer's IP address or fingerprint. The email provides us the unique identifier for the customer, while the IP address or fingerprint ensures we can accurately track their actions across your store.
For Standard Marketing Funnels: If we receive the customer's email from a form earlier in the funnel, you can use Zapier to send just the email address to Cometly. Our system will automatically track that lead based on the script placed on your site. For tracking purchases, services like Stripe can send just the email, as we already have it captured from the funnel.
With these fundamentals in mind, this guide will walk you through the steps on how to set up and use the Zapier-Cometly integration for different cases and flows. Let's get started!
Before we begin, ensure that you have:
An active Cometly account with a properly configured tracking script on your funnel.
An active Zapier account.
Access to the software or applications you want to send events from to Cometly (like your eCommerce store or Stripe).
1. Setting Up Your Zapier-Cometly Integration
Log in to your Zapier account.
Click on "Make a Zap."
Search for and select your source application (e.g., your eCommerce platform, CRM, email marketing software, etc.) as the "Trigger" app.
Choose the event that should trigger this Zap, like "New Form Submission" or "New Purchase."
Connect your chosen app account by following the prompts.
Test your trigger to ensure it's working correctly.
2. Sending Events to Cometly
After setting up the trigger, search for and select Cometly as the "Action" app.
Choose the event that should happen in Cometly when the trigger event occurs in your source app. For instance, you can select "Create Contact" if the trigger is a new form submission or "Track Purchase" if the trigger is a new purchase from Stripe.
Connect your Cometly account by following the prompts, if you haven't done so already.
In the "Set up action" step, map the fields from your trigger app to the relevant fields in Cometly. Ensure that you map the email field, which Cometly will use for attribution.
Test the action to ensure it's working correctly, then click "Turn on Zap" to activate it.
Remember, the key to seamless tracking and attribution in Cometly is the consistent flow of required data. Ensure your source applications are correctly sending emails and, where necessary, IP addresses or fingerprints.
By following this guide, you'll be able to automate data transfer between your apps and Cometly, enhancing your marketing funnel's effectiveness. If you have any further questions, don't hesitate to reach out to our support team. We're always here to help!