RocketBolt’s Zapier integration lets you connect RocketBolt to hundreds of other apps and services without writing any code. It’s the most powerful integration we have because it gives you the ability to trigger actions across your entire sales and marketing pipeline based on the activities of individual sales leads.
For example, using RocketBolt’s Zapier integration, you can do things like:
- Move people who read a case study on your website into a special Mailchimp campaign.
- Automatically email potential sales leads who abandon your signup form before submitting.
- Assign leads to a new sales rep when they get moved into a certain pipeline stage of your CRM.
The options and combinations are limitless! Because of that, this guide won’t cover everything you can do. Instead, it demonstrates how to create a Zap -- Zapier’s name for an automated task -- and, from there, you can explore and experiment on your own.
For this demonstration, we’re going to setup a Zap that automatically tweets at a sales lead who comes back to your website seven days after his initial visit.
NOTE: In order to follow along with this tutorial, you’ll need to have a Zapier account. It’s free, so go create one.
Step 1: Select RocketBolt as Your Trigger App
Start creating your Zap by choosing a triggering app. A “trigger” is Zapier’s term for an event that causes something else -- what Zapier calls an “action.”
If this is your first time using RocketBolt in a Zap, you may have to search for it in the app search bar at the top of the page.
Step 2: Choose the “Contact Returned” Trigger Event
Select the “Contact Returned to Website” trigger event from the list of potential triggers. This will initialize your Zap when a lead you’re already tracking comes back to your website -- an unmistakeable sign of interest in your product.
Step 3: Connect Your RocketBolt Account and Zapier
The first time you reach this step, you’ll have a chance to join your RocketBolt and Zapier accounts. To do that, you’ll click the “Connect a New Account” button and a window will pop up prompting you to enter a RocketBolt API key.
To get an API key, visit the integrations page in your RocketBolt account settings and click through to the “Authorization” tab of the Zapier option.
Once you click the “Generate Zapier API Key” button, RocketBolt will create a key and display it at the top of the screen. Copy that key and paste it into the form field of the Zapier popup authentication window.
Your RocketBolt account will be connected with Zapier, and you’ll be able to select it to continue to the next step.
Step 4: Configure Event Options
Customize the specific circumstances that initialize your trigger. In the case of our example trigger, we only want to send a tweet if the person hasn’t been to our website in at least seven days. We can select that option using the “Days Elapsed” dropdown.
For reference, here’s what the other configuration options mean:
Contact Owner: Only initialize trigger if contact is assigned to a specific person on your team.
Priority Contact: Only initialize trigger if contact has been marked as a priority lead inside RocketBolt.
Ignore Silenced Contacts: Don’t initialize trigger if contact has been silenced inside your RocketBolt account.
Step 5: Test the Step
Zapier automatically includes a testing function at the end of each Zap configuration step to verifying the connections between Zapier and the apps it’s connecting with are working.
RocketBolt’s test should return a successful result. Note that, unlike some apps, RocketBolt uses Zapier’s most advanced integration model which requires it to send “dummy” data in order to successfully pass the built-in integration tests. This “dummy” data does not represent data that’s actually in your RocketBolt account. It just provides an example of RocketBolt's data structure.
As you see in the screenshot below, the dummy contact profile data we’ve chosen to use in order to represent a contact in your account comes from the Marvel Cinematic Universe:
In other words, don’t get too excited when your Zapier test tells you Tony Stark just visited your website. He (probably) didn’t.
Step 7: Verify the Data
Now that your trigger is working, it’s time to select an action that occurs after every trigger.
But wait! Zapier doesn’t limit you to just one action. You can configure as many action steps as you want.
This is helpful for a Zap like ours because, in order to send a tweet, we have to make sure we have the lead’s twitter handle.
To check for a Twitter handle, we’re going to use Zapier’s built-in filter utility, which you can select in the first part of the action setup process:
Once you’ve selected the Filter utility, set the conditions for the filter. In this case, we’re going to verify that the contact’s profile includes information about his twitter handle. If this information exists, the Zap can continue.
Our test should work, and it should show that our dummy profile content had the Twitter URL of https://twitter.com/realironman:
Remember, don’t get too excited. It’s not really Ironman on your website.
Step 8: Extract the Twitter Handle
Now that you know your website visitor has a Twitter account associated with his RocketBolt profile, you’re ready to tweet at him, right? Not so fast!
RocketBolt stores a person’s Twitter account in the form of a URL that’ll take you directly to his profile page. However, in order to tweet at him, you need his Twitter handle.
Zapier can help us with this, too!
We’re going to use another Zapier utility called the “formatter.” It lets us manipulate the data from our trigger so it can be used in our action step.
Since the structure of a Twitter url includes the person’s Twitter handle, all we need to do is take the Twitter profile URL sent by RocketBolt and run it through the Zapier formatter to remove the “https://twitter.com/” piece from the front of it.
To accomplish this, we’ll want to chose the “text” option in the formatter’s “choose action” section:
Next, take the following actions on the text formatter configuration settings page:
- Select “Replace” in the Transform dropdown menu.
- Select “Contact’s Twitter Profile” as the Input you want to format.
- Type “https://twitter.com/” in the Find form field.
- Enter an @ symbol in the Replace form field to create a Twitter handle.
Your completed form should look like this:
If you decide to view your data after running your end-of-step test, you should be able to see the properly formatted Twitter handle: @realironman.
Step 9: Create Your Custom Tweet
Now you’re ready to create the final Tweet that gets sent to the person returning to your website. Select Twitter as your app, and choose the Create Tweet option:
If you don’t already have a Twitter account connected with Zapier, you’ll need to go through the steps to properly connect one, and then you’ll be ready to write your tweet.
You can include the Twitter handle you created by clicking the plus sign in the top, right corner of the message form field, then choosing Text from the dropdown that appears, followed by Contact Twitter. This will automatically insert the person’s Twitter handle into your tweet so he’ll know you’re messaging him.
The final Twitter message form should look something like this:
By the way, at the end of this step, be sure to choose the “Skip Test & Continue” option. If you don’t, you’ll end up tweeting at whatever person actually uses the Twitter handle @realironman, which might be strange. Instead, let’s just trust that the tweet is going to work properly.
Step 10: Name your Zap and turn it on
Name your Zap, turn it on, and you’re done! Now you’re ready to explore the thousands of other sales tasks you can automate using RocketBolt and Zapier.
Also, you’ll be happy to know that, in addition to Trigger events, you can use RocketBolt in a Zap’s action step. Specifically, if something changes your data in another application -- for example, if you update profile details of a contact in your CRM -- you can simultaneously make changes in your RocketBolt account, allowing you to keep your data synced across all your tools automatically.