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 | Zapier Integration.
   
   
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 required initial setup processes.
   
   
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 required initial setup processes.
   
   
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 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 required initial setup processes.
   
   
4. Click Save.
   
   
5. Click Generate Key Now.
   
   
6. Under Authentication Key, take note / copy the value that you see for your account. You may need to input this value when presented later during further setup.
   
   
7. At this time, do NOT select/check the box next to Transfer leads to Third-Party Application.

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 Choose app & event > Choose account, search for eTrigue as your app.
   
   
4. Under Trigger > Trigger  Event, choose New Lead.
   
   
   
   
5. Under Choose account, select eTrigue as your account. If an account has not already been created, choose to create a new account. When prompted, use the authentication key found earlier in Part 2: Step 6.
   
   
6. Under Test trigger, choose to test the trigger. If you are prompted that no leads are found, choose to "skip" the steps.
   
   
7. Under Action > App choose the app (e.g. Salesforce) that will be receiving leads from eTrigue.
   
   
8. Under Action > Event , choose the event that "looks for" or "finds" records. For example, if you are connecting with Salesforce, then you would choose "Find Record".
   
   
9. Under Action > Chose account, choose the user account in your app that eTrigue will send data to. If prompted, you may need to log into your connecting app and then choose to "allow" Zapier to connect with your app.
   
   
10. Under Set up action > object, choose the object in your app that eTrigue will be sending your leads over as. For example, if you are connecting with Salesforce, then the "object" would be "Lead".
    
    
11. Under Set up action > field, choose the field that eTrigue will use as the criteria to "search" or records. For example, if you are connecting with Salesforce, then "Field to Search By" could be "Email".
    
    
12. If the option is available, choose "create record if it doesn't exist yet".
    
    
13. Depending on the app that you are connecting to, the next step involves choosing the fields that eTrigue is sending data to. For each of your app's fields, choose the appropriate eTrigue field that your app will receive from. For example, if your app has a "Last Name" field, then choose eTrigue's "Last Name" field.
    
    
14. Under Test action, choose to test to send a test lead to your connected app. This step can be skipped.
    
    
15. Publish the Zap when finished.

Part 4: Enable the Outgoing Integration 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 choosing one of the below:

• All Leads - This will cause eTrigue to send all leads over to your connected app.
• Leads for Specific MQL Types - Only the chosen MQLs will be sent to your connected app.