Step 1: Pick an Action and a Trigger
Step 1 is where you choose your trigger and your actions. In this example, when an Infusionsoft contact gets a tag applied we will Add them to a Call Loop Group.
Step 2 and 3: Connecting Your Apps
The first thing you need to do is connect your app to your Call Loop account.
The first popup will ask you for a title or label for this Call Loop account. You can name this whatever you'd like as it's only for you to view in your Zapier account.
API Key: You will need to insert your Call Loop API key here. You can generate this key by logging into your Call Loop account and going to "Account > API", then generate your key here.
Email: Use the email you have with your Call Loop account.
Step 4: Map Your Fields
This is where you will select your group and merge in your fields into Call Loop. Each Call Loop "action" will be different and can be customized.
This picture is shows how to you how to "Add a Contact" action.
Group Name: Select the group you wish to store your contacts. (*required)
Phone Number: Merge in your phone field for Call Loop to store. (*required)
First Name: Merge in the first name field here to merge into the contact.
Last Name: Merge in the last name into the contact.
Email: Merge in the email address.
Step 5: Test Your Zap
On step 5, you will be to test your zap. You can see the action sample and the information being passed over.
If you wish to test it and send a message to yourself, change the Phone Number merge field to your cell phone, then run the test.
Step 6: Turn The Zap On
The only thing left to do is to turn your Zap on.