Getting Started With Zapier

Getting Started With Zapier

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Zapier is a great tool to push your Cobot data to other tools automatically. For example, if you are using a CRM, such as Salesforce, by setting up a 'Zap' between Cobot and Salesforce any new member information added to Cobot will be automatically pushed to Salesforce, saving you valuable time and energy!

First you will need to have an existing Zapier account. Within your Zapier account, connect Cobot by going to My Apps and searching for Cobot.

You will then be requested by us to approve access:

Click on 'Approve'.

Now you can name the account. This is just for you to keep track if you have multiple Cobot email addresses connected with Zapier. It doesn't affect anything in Cobot, so name it anything you like.

You can now create 'Zaps' which will send data from Cobot to other apps. You can do this directly from Zapier, or from your Cobot account. To find Zapier in Cobot, go to Add-ons » Available Add-ons » Zapier.

You can trigger data to be sent from Cobot to other applications when:

  • A membership is confirmed
  • A membership is canceled
  • A membership cancellation is changed
  • A new booking is made
  • A membership plan is changed

More applications are constantly being added, but some key connections with Cobot are:

  • CRM systems (Salesforce, Capsule, Hubspot, Highrise)
  • Digital Document Signing (HelloSign, helloSign, Knack)
  • Email Marketing (Mailchimp, Gmail, Direct Email)
  • Instant Messaging (Slack, Hipchat, SMS)
  • Project Management (Trello, Podio, Smartsheet)
  • Surveys (Survey Monkey, Survey Gizmo)

For a complete list, check out all of Cobot's integrations via Zapier

For more tips and tricks on how to optimize Zapier, check out their Tips & Tricks page.

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