Zapier

Max-Antoine
Max-Antoine
  • Updated

In this document, we provide a step-by-step guide on how users can integrate Zapier in their Wave account to sync contacts and lead across Zapier ecosystem.

 

Integrating Zapier in your Wave account

  1. Login to your Wave user account

  2. Go to Settings, then click on Integrations.

  3. Click on the 'Connect' button.

    Connect Zapier CRM
  4. Copy your API key to your clipboard by clicking on the copy icon and click on 'Continue'. A new tab(opens in a new tab) will open, directing you to the Zapier website.

    Copy API Key
  5. On the new page, click on the orange, ‘Connect Wave Connect to 6,000+ apps’ button.

  6. You will be directed to a Zap creation page with a preliminary outline of your Zap.

    Outline Of A Zap

Setting Up Trigger

  1. Click on the trigger banner.

  2. Under 'App & event', select an event for your trigger (e.g. contact creation, deletion, or updates). By selecting 'New Contact,' any newly created contacts in Wave will initiate this process. To do so, map '* Event (required)' to ‘New Contact’ and then 'Continue'.


    New Contact Event
  3. Authenticate your Wave user account on Zapier by clicking on the sign-in button.

    Sign Into Wave
  4. Enter your API key from step 4 of Setting Up Your First Zap, and click on ‘Yes, Connect to Wave Connect.’ Verify your Wave user account credentials, displayed in the designated area, and press 'Continue'.

    Enter API Key
  5. Click ‘Test trigger’ to test your trigger with a contact already in your Wave account. Select a contact that you wish to perform your test with and click on ‘Continue with selected record.’

    Test Trigger Connection

Setting Up Action

  1. Find the action banner below the trigger banner.

  2. Click on the banner. For this demo, amongst different apps offering various services, select 'Google Sheets' app to track newly created contacts.

    Choose Google Sheets
     

    Note: If the action banner does not exist in your Zap outline, you can add it by clicking on the plus icon below the trigger banner.


    Add Action Banner
     

    If you cannot find Google Sheets, you can search for it in the search bar at the top of the page.


    Seach For Google Sheets
  3. Map ‘* Event’ to ‘Create Spreadsheet Row’ and press 'Continue.'

    Create Spreadsheet Row
  4. Sign-in to authenticate your Google account then 'Continue'.

  5. Under the Action tab, map the following field values:

    A. 'Drive' to ‘My Google Drive’.
    B. '* Spreadsheet' to the spreadsheet that you wish to add your information to.

     

    Note: the sheet you select for this step should already exist in your Google Sheets account (visit How to Create a Spreadsheet(opens in a new tab) to learn how to create a new spreadsheet on Google Sheets).

    C. '* Worksheet' to a sheet from your spreadsheet to transcribed your information to.

     

    Note: Zapier uses the content in the first row of your spreadsheet to map contact information from Wave to the columns on your spreadsheet. We recommend choosing appropriate titles in the first row of your spreadsheet (e.g. first name, last name, etc.)

  6. Press ‘Refresh Fields’ to load headers from your document. If your sheet is empty, you will receive the following error message.

    Error Associated With Having No Headers in Your Google Sheets Document
  7. Map 'name' to 'first name,' 'surname' to 'last name,' 'phone number' to 'phone,' 'email' to 'email,' and 'location' to 'city,' respectively. Click on 'Continue.'

    Mapping Contact Information
  8. Confirm your results then click on 'Publish' to finalize your Zap. Once published, Zapier will append contact information for all contacts on your Wave's contact list to your spreadsheet.

     

    Note: When testing your Zap, Zapier will append information from Wave directly to your spreadsheet. To avoid duplicates in your spreadsheet, delete test entries before publishing your Zap.

Congratulations 🎉, you just finished configuring and publishing your first Zap! You may now add multiple Zaps with different triggers for contact deletion or information updates as needed by your ecosystem.