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Welcome to our guide on leveraging the power of our new Zapier integration with Cometly. Zapier allows you to automate the flow of data between thousands of applications and Cometly and autonomously send data from apps to Cometly as events.
Zaps, Zapier’s automated workflows, can be set up in minutes without any coding. Each Zap includes:
A Trigger: An event in one app that starts the workflow (e.g., a form submission or deal update).
An Action: What happens in response to the trigger, such as sending event data to Cometly.
With Zapier, you can use virtually any app as a trigger (CRM, web builder, payment provider, etc.) and configure Cometly as the action to automatically send event data from your favorite tools.
Common Use Cases For Zapier
Form Submissions: Automatically send an event to Cometly every time a new form is submitted on your website.
Example: When a lead submits a form, Cometly receives the event from the application where the form is hosted.
CRM Actions: Track key CRM activities such as deal creations or status updates.
Example: Send a server-side event to Cometly whenever a deal is created or marked as Closed Won in your CRM.
Tip For Contact Data Enrichment: If the Cometly pixel is only capturing an email address from your form submissions, Zapier can help enrich contact profiles. By including additional fields such as first name, last name, and phone number in your Zap, this information will automatically update and enrich the contact in Cometly.
Example: Using Cometly as an Action in Your Zap
In this example, the goal is to send a Qualified Trial event to Cometly. The Zap is set up so that when the HubSpot Lifecycle Stage changes to 'Qualified Trial' in HubSpot, a Qualified Trial event is automatically sent to Cometly.
Connecting Cometly to Zapier
In the video tutorial below, you will learn how connect your Cometly account to your Zapier account.
Follow these simple steps from the video tutorial above to integrate your Cometly account with Zapier:
Add the Zapier Integration in Cometly
Navigate to the Integrations page in your Cometly account.
Click Add Integration, search for Zapier, and click Next.
Activate Zapier in Cometly
Click Create New API Token in your Cometly space.
Copy the API token for the next step.
Connect Zapier to Cometly
In Zapier, set up your workflow (Zap) with a trigger event (e.g., a new contact in HubSpot).
Add a new action step of your Zap, search for Cometly.
For the action event step, select Send Event.
For the account step, paste the Cometly API token that you generated in the previous step to connect your Cometly account to Zapier
Name Your Connection
Optionally, rename the connection to match your Cometly workspace name for easy identification.
Use the Connection
Once connected, you can send events to Cometly from any application in Zapier.
If you have multiple Cometly Spaces (workspaces), repeat the process with each Cometly space's unique API key. Each Cometly space has a unique API key. We recommend naming the connection in Zapier based on the name of the Space so you can stay organized.
You're all set! You can now send events from any Zapier-supported app to Cometly.
Sending Events to Cometly From Zapier
In your Zap, select any app as a trigger (CRM, website builder, payment provider, etc.) and configure Cometly as the action to automatically send event data.
If you have not yet connected your Cometly account to Zapier, please follow the steps in the section above before setting up your Zap.
In the video tutorial below, we show you step-by-step how to set up Cometly as an action to receive event data.
Follow these simple steps to configure Zapier to send events to Cometly:
Choose Your Trigger App
In Zapier, select the application you want to use as the trigger (e.g., HubSpot, your CRM, website builder, or payment provider).
Set up the trigger event.
Add Cometly as an Action Step
Click Add Step in your Zap and search for Cometly.
Select Send Event as the action event.
Connect Your Cometly Account
If not already connected, paste your Cometly API key when prompted. The previous step above showcases how to connect your Cometly account to Zapier.
Choose Your Event in Cometly
Select a pre-configured event like Lead, Purchase, or Add to Cart, or create an event in Cometly.
Map Your Data Fields
Match fields from the trigger app (e.g., email, first name, last name, phone number) to Cometly.
For event values (e.g., deal amounts), map the appropriate field for metrics like revenue tracking.
Test and Verify
Click Test Step in Zapier to send a test event to Cometly.
Check the Events Log in Cometly to confirm the data has been successfully received.
Activate Your Zap
Once everything is verified, activate your Zap to start sending live event data to Cometly.
Note:
Create separate Zaps for different event types (e.g., leads, deals, purchases).
Use Zapier filters to refine the data being sent based on specific criteria (e.g., only send qualified leads).
You're now ready to send events from Zapier to Cometly for detailed attribution and tracking!
Use Cases
Understanding specific use-case requirements is key to ensuring Cometly accurately tracks customer actions:
For eCommerce Stores:
To effectively track purchases:
Ensure the email address is captured on the order form (this is typically automatic).
If the email is not captured, you must include the following in your data:
IP Address
Fingerprint
Comet Token
The email serves as the unique customer identifier, while the IP address, fingerprint, and Comet token enable precise purchase tracking. Cometly offers direct integrations with all major eCommerce platforms and funnel software to simplify this process.
For Marketing Funnels, CRM Actions, and Payments:
To track leads and purchases in a marketing funnel:
If the customer’s email address is captured earlier in the funnel (e.g., through a form submission), you can use Zapier to send just the email to Cometly.
Cometly will automatically associate the email with that lead, leveraging the script installed on your site.
For purchases, platforms like Stripe can send only the email, as Cometly will already have the customer's information from earlier in the funnel.
Explore our extensive list of direct integrations here:
➡️ View Integrations
Webhooks
In situations where Zapier does not have your required integration with a specific application or service, you can use Cometly Webhooks.
Refer to our Cometly Webhooks Guide for detailed instructions on:
Creating your webhook in Cometly.
Selecting the event (or creating a new event) for the webhook.
Mapping the webhook data to the appropriate fields in Cometly.
Setting up filters to ensure only the desired data is tracked.