Introduction

eTrigue features a robust integration with Zapier that you can use to connect many apps with eTrigue. Below are the steps to setup an outgoing integration that allows eTrigue to send data TO another app via Zapier.

 

Part 1: Enable Zapier in eTrigue

1. Log into your eTrigue account.
   
   
2. Go to Settings > Integration Settings > Event Accounts.
   
   
3. Click View Zapier Integration Settings.
   
   
4. Click Generate Key Now.
   
   
5. Under Owner of Incoming Prospects, select the user that should own prospects. Your outgoing integration will not make use of this user, but you must select a user for initial setup reasons.
   
   
6. Under Source for Incoming Prospects, select the source that should be assigned to new incoming prospects. Your outgoing integration will not make use of this source, but you must select a source for initial setup reasons.
   
   
7. Click Save.

 

Part 2: Setup Partner Outgoing Integration Settings in eTrigue

1. Log into your eTrigue account.
   
   
2. Go to Partners > Integration.
3. Under Outgoing Integration Settings, check the box next to Transfer leads to Third-Party Application.
   
   
4. Next, choose which leads you want to send to your connected app by clicking on the toggle below:
   1. All Leads - This will cause eTrigue to send all leads over to your connected app.
   2. Leads for Specific MQL Types - Only the chosen MQLs will be sent to your connected app.

 

Part 3: Setup Zapier Trigger

Before you begin, make sure that you have received an invite to use the eTrigue-Zapier Integration. When you receive the invitation email, click on the link provided. If you have not received your invitation, contact your eTrigue account manager to receive an invitation.

 

After you have accepted the invitation:

1. Log into your Zapier account: http://www.zapier.com/
2. Under Zaps, select Create a New Zap.
3. Under
4. Under Choose app & event > Choose account, search for eTrigue as your app.
5. Under Trigger > Trigger  Event, choose New Lead.
   
   
6. Under Choose account, select eTrigue as your account. If an account has not already been created, create a new account. When creating an account, use the authentication key found under your eTrigue partner settings under Integration.
   
   
7. Under Test trigger, choose to test the trigger. If no leads are found, you can skip this step. Zapier will send a sample data to test your integration.
   
   
8. Under Action >choose the app that will be receiving leads from eTrigue.
9. Under Action > Action Event , choose the event that "looks for" or "finds" records.
10. Under Action > Chose account, choose the user account that eTrigue will use to connect to your app.
11. Under Set up action > object, choose the object in your app that eTrigue will be sending your leads over as.
12. Under Set up action > field, choose the field that eTrigue will use as a matching criteria. This is the field in which leads are matched to first, before creating the lead in your app.
13. If the option is available, choose "create record if it doesn't exist yet".
14. Under Test action, choose to test to send a test lead to your connected app.