Zapier

The Zapier integration lets you connect Attentive with a wide array of third-party software solutions without needing development work. You can use this integration to set up automation flows that can trigger journeys; add custom attributes; and add, remove, or find subscribers. For example, with this integration you can:

• Create a Zapier flow to trigger a journey that sends email or text messages when subscribers add a specific product to their cart.
• Create a Zapier flow to add a custom attribute to subscribers after they view a product.
• Create a Zapier flow to add, remove, or find a subscriber.

Example use cases

• Pass SMS opt-ins to Attentive from third-party software (e.g., collect phone numbers on a survey built using Formstack).
• Send custom attributes from your CRM to subscriber profiles in Attentive.
• Pass emails collected in Attentive to your email service provider when there isn’t an out-of-the-box integration.

Prerequisites

Ensure that you meet the following requirements in order to set up this integration:

• You must have a Zapier account. Note that there are several tiers of Zapier plans. The integration works on any tier, but ensure you have a sufficient tier for your anticipated volume of Zaps.

Now, complete the following procedure to set up the integration.

Step 1. Connect the Attentive app account

Complete the following steps to connect your Zapier account to Attentive:

1. Navigate to the integrations setup page and locate the Zapier tile.
2. Click Zapier > Install.
   You're redirected to the Apps page in Zapier. Attentive leverages OAuth 2.0 to connect Zapier to your Attentive account.
3. Click Connect in the row of the Attentive app.
   
   The authorization page appears.
   

   

4. Click Authorize.
   Your Zapier account is now connected to Attentive.

See Connect your app accounts to Zapier for more details.

Step 2. Create a Zap using the Attentive app

The Attentive connection in Zapier can allow you to connect with various apps to move data between sources or automate repetitive tasks, depending on the needs of your organization. The following steps outline the basics of creating a Zap using the Attentive app.

1. Create a Zap from scratch to get started.
2. Select your trigger when you set up your Zap. As an example, the following image shows a user using Typeform as the source for the trigger.
   
3. Select Attentive as the action app when you add an action.
   
4. Click the Action Event drop-down and select one of the following:
   • Custom Attributes
   • Product View
   • Add to Cart
   • Purchase
   • Custom Events
   • Subscribe User
   • Unsubscribe Subscriptions for a User
   • Get Subscription Eligibility for a User
5. Click the drop-down for the following fields (depending on which action you selected in the previous step) to map the data from the trigger source:
   

   Action	List of available fields
   Custom Attributes	- Phone Number - Email - Properties
   Product View	- Phone Number - Email - Product Name - Product ID (Required) - Product Variant ID (Required) - Product Image URL - Product URL - Price (Required) - Currency - Quantity - Occurred At
   Add to Cart	- Phone Number - Email - Product Name - Product ID (Required) - Product Variant ID (Required) - Product Image URL - Product URL - Price (Required) - Currency - Quantity - Occurred At
   Purchase	- Phone Number - Email - Product Name - Product ID (Required) - Product Variant ID (Required) - Product Image URL - Product URL - Price (Required) - Currency - Quantity - Occurred At
   Custom Events	- Phone Number - Email - Event Type (Required) - Properties
   Subscribe User	- Phone Number - Email - Creative ID (Required)
   Unsubscribe Subscriptions for a User	- Phone Number - Email - Message Type (Required) - Marketing Channel (Required)
   Get Subscription Eligibility for a User	- Phone Number - Email

6. Test your Zap to ensure that it works properly. The following image shows a successful connection.
   
   See Zap trigger test fails to troubleshoot any issues that may occur.
7. Turn on your Zap to complete the integration.

Questions?

We’re here to help! Contact our White Glove team (whiteglove@attentivemobile.com) to ask about the Attentive + Zapier integration.