Envoy Help & Support

  • How to Get Started with Envoy on Zapier
  • Popular Things To Do With Envoy
  • Common Problems with Envoy

How to Get Started with Envoy on Zapier

As you start creating your own custom Zaps that use Envoy, you’ll first need to connect your Envoy account. We’ll prompt you when it’s time!

Select an Envoy account

Next, you’ll have the option to name your Account. This is a nickname for your own use and has no effect on which Envoy account you’ll connect with Zapier.

Name your Envoy account

Next, you’ll see a popup asking you to login to your Envoy web dashboard. If you’re already logged into your Envoy web dashboard, we’ll skip this step.

Log in to you Envoy account

For the last step, Envoy will ask you to confirm that you authorize Zapier to access your Envoy account. Click “Authorize” here.

Authorize Zapier

Hooray! Now, Zapier should double check that your Envoy account is working. If so, continue creating your Zap.

Envoy account is working

Popular Things To Do With Envoy

Log new Envoy visitor entries to a Google Sheets spreadsheet

Envoy + Google Sheets

Try It

Get Slack channel notifications for new visitors

Envoy + Slack

File new Envoy signed agreements into a Google Drive folder

Envoy + Google Drive

Add new Envoy visitors to MailChimp email list

Envoy + Mailchimp

Add HubSpot contacts from Envoy visitors

Envoy + HubSpot

Create Google Calendar events for Envoy pre-registrations

Envoy + Google Calendar

Common Problems with Envoy

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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