Using Zapier With Crowdcast
Last updated on September 21, 2022
✋ READ THIS FIRST
If this is your first time building a zap with Crowdcast v2, you’ll need to first get access to the v2 app on Zapier. You can get it here.
You need the version titled Crowdcast v2 to build zaps with the newest version of Crowdcast.
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.
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.
How can you use Crowdcast with Zapier?
At this time, there are two primary possibilities for Crowdcast through Zapier:
- Register a user/contact from another app for a Crowdcast event
- Send a Crowdcast attendee's info to another app
- If you want Zaps to trigger specific events, you will need to set up a filter.
We’re working to build more possibilities for triggers and actions, so stay tuned!
How do I get started?
Go to your channel Settings page and view Integrations. Click Edit next to Zapier.
These instructions will appear:
The Click here links will take you to the Crowdcast integrations page where you can view which apps are available to connect to Crowdcast via Zapier.
Follow the instructions as listed:
- Copy your unique API key
- Use the provided link to access the Crowdcast integrations page on Zapier
- Select “Make a Zap” and then follow the instructions.
✋ If this is your first time using Zapier, you’ll need to create a Zapier account before moving forward.
Let’s build a zap together. We’ll start by creating a trigger…
📌 Important: 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.
Once you're ready to create a zap, search for Crowdcast to pull up all of the available options. Do not use the app titled only Crowdcast unless you’re building up a zap for v1. You need to use the one titled Crowdcast v2 for v2 zaps.
When you’ve selected the correct version of Crowdcast, you can add a trigger. At the time of this writing, the only available trigger is New Event Registration. New triggers will be made available down the road, so stay tuned!
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.
Questions or suggestions? Email us at firstname.lastname@example.org. Happy Crowdcasting! 🎥