Setting Up a Zap for Routing Forms

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 Form Submission Fields, please take a look at this article.

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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

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

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

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

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.
   • Form submission fields that you created will be labeled as Custom Fields and at the bottom of the list in the pop-up.
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

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