Zapier is a workflow automation tool that quickly sets up workflows (‘Zaps’) between apps without the user having to build a customized solution. The 2 most typical workflows are:
- Export Referrals (e.g., updating a CRM)
- Import Custom Audiences (e.g., suppression file)
This tool is particularly helpful for businesses who do not have significant development resources to build workflow integrations, most typically (although not exclusively) SMBs.
Benefits of Utilizing Zapier
- Enhanced campaign performance: audience updates within Rokt / advertiser's CRM as frequently as every 15 minutes.
- Efficiency & fewer mistakes: less manual work.
- Increased security of data transfer.
Before You Begin
You must have a Zapier account.
Use a third-party marketing tool that is supported by Zapier. This includes a wide range of CRM & Email Providers such as HubSpot, Constant Contact, Salesforce and even Google Sheets. To check for Zapier’s supported apps, go to https://zapier.com/app/explore and search for the app.
You won’t need to give us access to your CRM as that’s all done through Zapier.
Reach out to your Rokt Account Manager to get the API key.
Zapier offers several pricing plans found here. Please note that a zap is a link between your apps on Zapier. So, you would set up one zap for a custom audience import and the second zap for referral delivery. A task is a single action performed by Zapier. If your zap’s action is to pass a new referral to your CRM, then you’ll use one task for every contact that is created. 1 task = 1 contact.
Setting Up Referral Delivery
Login to Zapier.com.
Search for Rokt in Zapier's directory of supported Apps.
Set up a zap for referral data delivery.
Select the Rokt app with New Referral as the Trigger.
Click on ‘Save + Continue’.
Click on the “Connect an Account” button to connect with your Rokt account.
Paste the API key that you have received from Rokt in Zapier.
In the Action, select your CRM, select “Add Subscriber” (or some variation of that) and connect your account.
Map all required fields.
Turn your Zap on.
Zaps run automatically every 15 minutes on the free account. If you're testing your zap, you can manually run a zap from the dashboard.