Connect Optins.com and Campaign Refinery to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Optins.com.

Add your action

An action happens after the trigger—such as "Add Contact to Form" in Campaign Refinery.

You’re connected!

Zapier seamlessly connects Optins.com and Campaign Refinery, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers when you receive a new lead via your optin page.
Trigger
Instant
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New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It
New Custom Attribute Group
Triggers when there is a new custom attribute group.
Trigger
Polling
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New Form
Triggers when there is a new form.
Trigger
Polling
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New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It

- Contact UUID
  Required
- Goal UUID
  Required
Action
Write
- Email
  Required
- First_name
- Last_name
- Name (Instead of First and Last Name)
- Form_id
- Tags
- Goal_id
Action
Write

- Group Name
  Required
Action
Write
- Goal Name
  Required
- Goal Match Type
- Tag UUIDs
Action
Write
- Form UUID
  Required
Action
Write
- Contact UUID
  Required
- Tag UUIDs
  Required
Action
Write
- Custom Attribute UUID
  Required
- Name
  Required
Action
Write
- Goal UUID
  Required
- Goal Name
  Required
- Goal Match Type
- Tag UUIDs
Action
Write
- Email
  Required
Action
Search
- Custom Attribute Key
  Required
Action
Search
- Name
  Required
Action
Search
- Limit
- Only Contacts With Tag UUIDs
- Exclude Contacts With Tag UUIDs
Action
Search
- Email
  Required
Action
Search

New Contact
Triggers when there is a new contact.
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Polling
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New Custom Attribute
Triggers when there is a new custom attribute.
Trigger
Polling
Try It
New Goal
Triggers when there is a new goal.
Trigger
Polling
Try It
- Contact UUID
  Required
- Form UUID
  Required
Action
Write
- Contact UUID
  Required
- Tag UUIDs
  Required
Action
Write
- Custom Attribute Group UUID
  Required
- Name
  Required
- Type
  Required
Action
Write
- Form Name
  Required
- Allow Duplicates
- Success URL
- Error URL
- Include First and Last Name
- Include Full Name
- Name Required
- Include All Enabled Fields
- Include All Validation
- Pass UUID on Success
- Include Invisible reCAPTCHA
- Invisible reCAPTCHA Site Key
- Invisible reCAPTCHA Site Secret
Action
Write
- Tag Name
  Required
- Parent Tag UUID
Action
Write
- Tag UUID
  Required
Action
Write
- Contact UUID
  Required
- Email
- First Name
- Last Name
- Full Name
- Opted Out
- Domain
Action
Write
- Form UUID
  Required
- Form Name
- Allow Duplicates
- Success URL
- Error URL
- Include First and Last Name
- Include Full Name
- Name Required
- Include All Enabled Fields
- Include All Validation
- Pass UUID on Success
- Include Invisible reCAPTCHA
- Invisible reCAPTCHA Site Key
- Invisible reCAPTCHA Site Secret
Action
Write
- Tag UUID
  Required
- Tag Name
  Required
- Parent Tag UUID
Action
Write
- Contact UUID
- Contact Email
Action
Search
- Date (YYYY-MM-DD)
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
- First_name
- Last_name
- Name (Instead of First and Last Name)
- Form_id
- Tags
- Goal_id
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Optins.com and Campaign Refinery to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Optins.com to Campaign Refinery integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Optins.com

Optins.com helps Skool community owners reduce churn and grow MRR with a high-converting funnel design proven to drive more signups.

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Related categories

Marketing

About Campaign Refinery

Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences with list cleaning and deliverability optimization.