Pipedrive + Google Calendar + Mailchimp Integrations
How to connect Pipedrive + Google Calendar + Mailchimp
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Do even more with Pipedrive + Google Calendar + Mailchimp
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Google Calendar, and Mailchimp. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendarRequired
When testing, make sure there's at least one event cancelled event in the last 3 hours.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Time Before
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)
Search Term
Triggers only on events containing the search term. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Event you want to update
Attendee/sRequired
Insert a single email address to invite one person (
ann@gmail.com). Insert a comma-separated list of email addresses to invite multiple people (ann@gmail.com, maria@gmail.com)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Specify which event you want to delete.
Notify Attendees?
Send notifications about the deletion of the event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Describe EventRequired
Plain text description of event. Google parses this string to create the event. eg. 'Dinner with Michael 7pm on 07/23/2012' or 'Meet Ash 03:30PM tomorrow'
Attendees
Specify email addresses to invite to attend this event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Search TermRequired
Will search across the event name and description. Does not include canceled events. If there are multiple matches, the earliest event will be returned. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.Start Time
Limit matches by start time. Can be something like
+1 monthto only show events with a start time later than in a month from now.End Time
Limit matches by end time. Can be something like
+1 monthto only show events with an end time later than in a month from now.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudience
LinkRequired
Select a link from your campaign to track. It's not currently possible to trigger on all link clicks for a campaign with a single Zap.
Trigger on every click from a subscriber?
If no (and by default) this trigger will only fire the first time a user clicks a link in your campaign.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStoreRequired
To prevent timeout errors, please ensure the list of customers for this store does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStore
If specified, will only trigger on orders created in this store. Otherwise, will default to all orders in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
To prevent timeouts, please ensure the list of subscribers in the segment/tag does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber for the custom event. The email address must already be subscribed to the audience.
Custom Event NameRequired
Must be 2-30 characters in length. Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters will be ignored.
Properties
Additional properties for this event (e.g. "User Type: Premium", "Preferred Communication: Email", etc). Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters in the first column only will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to unsubscribe from this audience.
Delete Member
Completely delete this contact from MailChimp? (No: just unsubscribe them)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
A Custom Value is typically used here to pass in the Campaign ID from a "Create Campaign" or "Find Campaign" step. Learn more
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
The tag to which the subscriber will be added.
Email AddressRequired
The email address of the person you want to add to this segment. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Mailchimp are located here https://mailchimp.com/developer/reference/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StoreRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Calendar
Triggers when a calendar is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Search Term
Triggers only on events containing the search term. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
When setting up, make sure this calendar has at least one event updated in the last 3 hours.
Expand Recurring Events
Do you want us to trigger on each instance of a recurring event if the series is updated?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Search TermRequired
Triggers only on events containing the search term. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
The title of the calendar.
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Add Conferencing?
If "Yes," automatically creates a video meeting link for the event.
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will be assigned to this event on your calendar? Note: you can only select a color from the list of event colors provided from your calendar. This setting will only affect your calendar, not attendees' calendars. See this help doc for more information.
Attendees
This email address will be invited to attend the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no".
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
Guests Can Modify Event
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Event you want to update
Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Start Date & Time
Date and time of when this event starts. See this help doc for more information.
End Date & Time
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will this event show up as on the calendar? Note: you can only select a color from the provided list of event colors from your calendar. See this help doc for more information.
Attendees
This email address will be invited to attend the event. Note that if you provide email addresses here, they will replace all the existing attendees on the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no". Note these will replace all existing reminders, if set.
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Calendar are located here https://developers.google.com/calendar/api/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Search TermRequired
Will search across the event name and description. Does not include canceled events. If there are multiple matches, the earliest event will be returned. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.Start Time
Limit matches by start time. Can be something like
+1 monthto only show events with a start time later than in a month from now.End Time
Limit matches by end time. Can be something like
+1 monthto only show events with an end time later than in a month from now.Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Add Conferencing?
If "Yes," automatically creates a video meeting link for the event.
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will be assigned to this event on your calendar? Note: you can only select a color from the list of event colors provided from your calendar. This setting will only affect your calendar, not attendees' calendars. See this help doc for more information.
Attendees
This email address will be invited to attend the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no".
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
Guests Can Modify Event
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAudience
Trigger on every open from a subscriber?
If no (and by default) this trigger will only fire the first time a user opens an email.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
The email address of the person you want to remove from this tag. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber you want to add a note to. The email address must already be subscribed to the audience.
NoteRequired
The content of the note. Note length is limited to 1,000 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the Campaign to find
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The name of the Campaign to find
Campaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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