Streamline your workflows and community-building efforts by connecting Crowdcast to the other tools you’re using. We've built a deep integration with Zapier to connect Crowdcast to thousands of additional applications.
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Zapier 101: What are zaps?
Zaps are workflows that connect your apps to automate repetitive tasks. Zaps consist of triggers and actions. A trigger is an event that starts a Zap, and an action is an event a Zap performs. You can also use filters to specify under what conditions a trigger initiates an action.
Think of a trigger and action as when and then:
When someone does [X] then [Y] will happen automatically as a result..
Here’s an example of an automation with Hubspot. When someone registers for a Crowdcast event, then their contact information is added to Hubspot.
This example would result in contact creation in Hubspot when someone registers for any of your Crowdcast events. Let’s say you want to create a contact when someone registers for a specific event. In that case, you would need a filter.
Trigger: New Event Registration
Filter: Only continue if event code text contains [event code]
Action: Create Contact in Hubspot
Below is an example of one of our Team Crowdcast zaps where a notification is sent to Slack only if the event someone registered for contains the event code text how-to-host-successful-4.
💡 Pro Tip: Your event code is the text at the end of your event URL. You can customize this in the Visibility section when you build your event, or you can leave the default text.
How can you use Crowdcast with Zapier?
Here are some example use cases for zaps:
Register a user/contact from another app for a Crowdcast event
Send your attendees’ contact info to another app
Send your attendees’ custom registration field answers to another app
If you want Zaps to trigger specific events, you may need to set up a filter.
Track who attended your event live vs. watched the replay
Setting up the Integration
In order to set up a Zapier automation with the newest version of Crowdcast, you need to first visit the integrations page of your channel settings.
Go to your channel Settings page and view Integrations. Click Edit next to Zapier.
These instructions will appear:
Follow the instructions as listed:
Copy your unique API key
Use the provided link in Step 2 to access the newest version of Crowdcast's Zapier integration
Select “Accept Invite & Build a Zap”
✋ If this is your first time using Zapier, you’ll need to create a Zapier account before moving forward.
Once you're ready to create a zap, search for Crowdcast in your trigger or action section to pull up all of the available options. You'll need the version listed as Crowdcast V2 [Latest].
Example: Let's Build a Zap
For this example, we’re going to create a zap that sends attendee information from Crowdcast to a 3rd party app. This is only an example. You can also build zaps that achieve the reverse and more.
First, select Crowdcast V2 as your trigger app. Be sure to select the Crowdcast version listed as Crowdcast V2 [Latest].
After selecting Crowdcast, you can add a trigger. For this example, we'll select New Event Registration.
Next, select Continue. You will then need to connect Crowdcast to Zapier. Click the blue Sign In link.
A new window will open where you will input the API Key you copied earlier from your Crowdcast channel settings.
If you’ve copied the API Key correctly, you’ll see your channel name appear here. Click Continue.
Next, test your trigger to confirm that the right account is connected.
If Zapier was able to successfully find an attendee, you can move forward by clicking Continue.
Next, it’s time to build your action…
Search for the corresponding app for your desired action.
Next, select the event that you would like to take place within that app. In this example, we’re creating new contacts in Google Contacts from our event registrations.
Select the correct account associated with your indicated app.
Next, select the corresponding registration data that you would like to pull from Crowdcast to the 3rd party app.
Test your action. You’ll need to check the app you’ve connected to Crowdcast to ensure your action was completed properly. In the example provided here, you would need to go to your Google Contacts to ensure a contact was created for the test attendee.
If everything appears to be working as expected, click Publish Zap! ✅
For tips on troubleshooting zaps, check out this article directly from the Zapier team.
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