---
title: "Setting Up a Zap for Routing Forms"
description: "In this guide, you will learn how to automate visitor information transfer from your Routing Forms to your preferred applications via a Zap."
url: "https://help.staticso2.com/account-integrations/automation/zapier/setting-up-zap-for-routing-forms"
---

[Setting Up a Zap for Routing Forms](https://www.youtube-nocookie.com/embed/yUmhZ5qU2JU?wmode=opaque)

In this guide, you will learn how to automate visitor information transfer from your Routing Forms to your preferred applications via a Zap.

For information on how to capture visitor data in Conversation Properties, please take a look at [**this article**](https://help.staticso2.com/human-engagement/routing-forms/contact-data-management/mapping-routing-form-questions-to-object-properties).

***

## Setting up the Zap

[Section titled “Setting up the Zap”](#setting-up-the-zap)

After mapping your data in OnceHub, follow these steps to create a Zap that retrieves the correct contact when a visitor interacts with you.

### Step 1: Opening the Zapier pop-up

[Section titled “Step 1: Opening the Zapier pop-up”](#step-1-opening-the-zapier-pop-up)

1. **Navigating to Zapier Settings:**

   * Click the gear icon located in the top-right corner of the page.
   * Select **Account Integrations** from the dropdown menu.
   * Filter for **Automation**.
   * Click on the **Zapier** tile.

2. **Initiating Zap Creation:**

   * Go to the **Add Zaps** section.
   * Search for the application with which you want to create a Zap.

### Step 2: Choosing a Template

[Section titled “Step 2: Choosing a Template”](#step-2-choosing-a-template)

1. A list of Zapier templates will appear below. Select the one that best fits your needs.
2. Click **Add Zap** to use your chosen template.

### Step 3: Configuring the Trigger Step

[Section titled “Step 3: Configuring the Trigger Step”](#step-3-configuring-the-trigger-step)

1. Confirm the **Trigger event** and OnceHub account that should be used.
   * For example, you can use the **Conversation Closed** trigger to have the Zap trigger when a visitor has finished interacting with your routing form.
2. Complete the test step to ensure the trigger functions correctly.

### Step 4: Mapping Data to Your Application

[Section titled “Step 4: Mapping Data to Your Application”](#step-4-mapping-data-to-your-application)

1. In the Action for the destination application, proceed to its **Configure** step.
2. Add values to required fields by clicking the **+** to insert data.
3. Click **Continue** once you are done mapping data to your application.
4. Complete the test step to ensure the data is successfully sent to your application.

### Step 5: Publishing the Zap

[Section titled “Step 5: Publishing the Zap”](#step-5-publishing-the-zap)

Once you are happy with your configuration, click on **Publish** to turn on the Zap.