Envoy Integrations

Rather than exporting visitor data by day or date range from your Envoy web dashboard, use Zapier to automatically add this information to a Google Sheets spreadsheet. After setting up this Envoy-Google Sheets interaction, each visitor’s data will automatically be logged as a new row on the spreadsheet.

Note: This Zapier integration does not log prior visitor history, only new entries after you’ve set up the integration.

How It Works

1. A visitor signs in with Envoy
2. Zapier creates a new row in Google Sheets spreadsheet

What You Need

• Envoy account
• Google Sheets account
• A Google Sheets spreadsheet set up with a column for each sign-in field

Rather than messaging the employee host directly via Envoy’s native Slack integration, choose to share the visitor’s entry to a Slack channel.

Note: To share photo, visitor photos must be enabled.

How It Works

1. A visitor signs in with Envoy
2. Zapier sends the Slack notification

What You Need

• Envoy account
• Slack account

With Envoy, you'll be sure that every visitor to your office signs the required NDA or waiver. If you use Google Drive to keep your office's documentation neat and tidy, this zap makes it easy to retrieve signed agreements when you need them. This Envoy-Google Drive interaction sends a PDF of every signed agreement directly you a specified Google Drive folder.

Note: With Envoy, visitors are prompted to sign agreements upon their first Envoy sign-in at your office. They'll also be prompted to resign any new agreements if you change text or upload a new document. Please note that this integration only captures PDFs of agreements signed after this Zap was activated.

How It Works

1. A visitor signs in with Envoy (and signs an NDA or waiver)
   
2. Zapier saves a PDF of the signed agreement in Google Drive

What You Need

• Envoy account with signed agreements enabled
• Google Drive account

Looking to add everyone who visits your office to your email list or newsletter? This Envoy-MailChimp interaction makes it easy. Every time a visitor signs in with Envoy, Zapier will automatically add their email address to a specified MailChimp list.

Note: This automation requires visitors to provide their email address.

How It Works

1. A visitor signs in with Envoy
2. Zapier adds their email address to a MailChimp email list

What You Need

• Envoy account with signed agreements enabled
• MailChimp account

Looking to capture every last contact on HubSpot, and keep up with any changes? This Zap can watch Envoy for you once it's active so you don't have to worry about those users again—every new visitor that signs in on Envoy will trigger this automation, updating the matching contact on HubSpot with any changed information or creating a new one if no match is available.

How It Works

1. A new visitor signs in on Envoy
2. Zapier automatically creates or updates a contact on HubSpot

What You Need

• Envoy account
• HubSpot account