Zapier is an online automation tool that lets you connect data between your favorite apps. With Zapier, you can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. To get started, ensure you have created an account on zapier.com and then visit the LeadDyno - Zapier integration page.

Overview

A Zap constitutes an automated workflow that integrates multiple applications. It comprises two components: a trigger and an action, the latter of which is activated in response to the trigger.

A trigger is the event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event. LeadDyno supports the following triggers:

• New Lead
• New Affiliate
• Affiliate Sales Tracked in LeadDyno
• Purchases Tracked in Other Platforms

An action constitutes the event that completes the Zap. LeadDyno supports the following Actions: 

• Create Lead
• Create Affiliate
• Update Affiliate
• Find Lead
• Find Affiliate
• Create purchase

For this to work, both of your desired services need a Zapier app. LeadDyno offers an App that can be used as both a Trigger and an Action. In our first example, we will use the LeadDyno app as a Trigger.

Setting up the Trigger

First, we need to make a New Zap. From your dashboard, click on Make a Zap.

Choose the App and Event

Click "Name your zap" to edit the name of your app. 

Enter LeadDyno into the Search Apps box and select it. 

Next, choose the Trigger Event. You can pick either New Lead, New Affiliate, or New Purchase and click Continue. Each time either a new lead, affiliate, or purchase is created, this part of your Zap will get triggered. In this example, we'll be using the 'New Affiliate' trigger event.

Connecting your account

In the next part, you will connect your LeadDyno account to Zapier. If it's already connected, you can select it from the list.

Select 'Sign in to LeadDyno' and a login window will pop up.

Once you see the window below, select 'Install App' to connect your accounts. 

A dropdown will appear labeled "Choose Account". Select your LeadDyno account and click Continue.

Testing the Trigger

Once the accounts are connected, you will be sent to this final window. Here, Zapier will pull data from LeadDyno to learn more about your affiliates, leads or purchases.

If you have a new account and haven't added any affiliates, this test might not work. In that scenario, please manually create a new affiliate. The same goes for leads or purchases; you can manually create a lead or a purchase before starting the test. 

If the process is successful, you will see the following window with your affiliate (lead, or purchase) data. 

If you click "continue", the Trigger setup process will conclude. LeadDyno is now integrated with Zapier, but a Zap isn't finished without an Action.

Setting up the Action

The Action part will vary by app, but all will follow roughly the same steps: connecting, field mapping, and testing. 

For our example, we will use one of the most popular apps on Zapier: Google Sheets. To make things easy, we suggest creating a new Google spreadsheet file now. The First Name, Last Name, and Email fields from your affiliate signup form will become column headers.

Search for the app we want to use. In this example, Google Sheets. 

Once we've selected the app, we need to choose the event that occurs when the Zap runs. Google Sheets offers a wide range of options, but we will be using Create Spreadsheet Row. Click "Continue", which will create a new spreadsheet row for each new affiliate. 

Connecting Google Sheets and Field Mapping

Now, you need to connect your Google Sheets account to Zapier. If this is your first time connecting to our services, a Google authentication window will appear. Select the correct account and click "Continue". 

We now need to identify the worksheet that we created earlier by selecting the Drive Spreadsheet Worksheet.

After these fields are filled and your worksheet selected, more fields will appear for field mapping. Here, you'll specify which Zapier form field will populate each column.

If you aren't seeing some fields or have added new fields to Google Sheets, use the "Refresh fields" option. Once all fields are mapped, click "Continue". 

Testing the Zap

Once all fields are mapped, you'll be at the last phase, where you can test out your integration. Clicking either option below will send a test entry to Google Sheets.

The entry in Google Sheets will look like this:

It may take a few minutes, in some instances, for data to arrive. 

If everything worked as expected, click "Turn on Zap". By default, each zap will not be enabled when you finish creating it.

Once you turn on the zap, you will see a confirmation page.

Using LeadDyno as an Action

Now, let's do the opposite and use LeadDyno as an Action. You can use any trigger app with LeadDyno for the following actions: 

• Create Lead
• Create Affiliate
• Update Affiliate
• Find Lead
• Find Affiliate
• Affiliate Sale Tracked in LeadDyno
• Affiliate Sale Tracked in Other Platforms

In this example, we'll use MailChimp as the Trigger and LeadDyno as the action. First, select LeadDyno as the action app and choose the Action Event. We'll be using the Create Lead option. You can pick that and select "Continue" to go to the next step.

In the next step, you'll have to select the LeadDyno account you want to use. If this is your first time using Zapier, you might be prompted to log in to LeadDyno. 

Once you click "Continue", you'll be sent to the next step, where you can set up your action. You'll be presented with many options, but please note that only the fields marked as 'required' need to be used. You can ignore the others.

Once you've completed this step, you'll be at the final/testing step. You can test and review your integration, "Test and continue", or "Skip the Test". 

Our Zapier integration provides purchase triggers and actions, enabling you to further streamline your affiliate workflows. You will have the following two triggers available to you related to purchases:

Trigger: When an affiliate sale happens in LeadDyno

Example actions:

• Instantly add new purchases to Google Sheets
• Automatically update deal stages in HubSpot
• Add customers to marketing campaigns in Mailchimp

Effortlessly sync external purchase data into LeadDyno from custom checkout solutions or third-party payment gateways. Commissions will be automatically generated based on your Reward Structures. 

Trigger: When a purchase happens on another platform

Action:

• Automatically create a purchase in LeadDyno

Popular Zaps

All of the 3rd party platform Actions mentioned below can be set up with the New Lead, New Affiliate, or New Purchase LeadDyno Triggers:

• Quickbooks - Create Contact
• Salesforce - Create Record
• Mad Mimi - Add Audience Member
• Ortto - Create Record
• Constant Contact - Create Contact
• Marketo - Create or Update Lead
• Pardot - Create Prospect
• ConvertKit - Add Subscriber to Sequence
• Campaign Monitor - Add Subscriber
• ActiveCampaign - Create or Update Contact
• GetResponse - Create or Update Contact
• E-Goi - Add/Update Subscriber
• MailGun - New Mailing List Member
• Intercom - Create/Update Lead
• MailerLite - Create or Update Subscriber
• Omnisend - Create Subscriber
• KonnektiveCRM - Create Partial Order

Notes

• When setting up the LeadDyno trigger, importing Custom Fields when using the 'New Lead' event might not work, depending on where your store/website is hosted. Custom fields for the 'New Affiliate' event are working as intended.
• It may take up to 24 hours for lead/affiliate/purchase data to make it inside your LeadDyno account, depending on the platform from which the data gets sent to your LeadDyno account.