Good news! You can integrate the tools you love with UA by using Zapier. For example, if a new subscription is created in your favourite CRM, we can automatically create the corresponding subscription in MagLoft.
How do I get the Zapier integration?
Our Zapier integration is available via invite here:
What actions can I automate?
We support integration to automatically create and update a reader or subscription whenever something is triggered by your tool of choice. At the end of this article, we will also list use cases & help articles to cover various integration scenarios.
How do I set up the Zapier integration?
In this article, we will show you how to create a reader in UA when there's a new subscriber added to Mailchimp. For other CRM / CMS / Zapier Triggers, it will work the same way.
Before we start, please check the requirements below:
Create a Zapier account to start the integration. A free account will be just fine.
Make sure your CRM / CMS is set up (e.g. Salesforce, HubSpot, Mailchimp etc..), and we're ready to roll 😉
Once you have ticked all the steps above, you can log into your Zapier account and click on the Create Zap button in the left menu
On the new page, you can rename the integration in the Untitled Zap field. In this first step, select which app you want to integrate with the Universal App. We'll use Mailchimp in this example, but feel free to use any other tool of your choice.
After you select the Mailchimp app in the Zap form, don't forget to choose the trigger event. For this example, I'll choose the New Subscriber event. Select the Mailchimp account you'd like to connect and Test Trigger to ensure you get a mandatory email field for the next step.
Continue to add the next action.
Select MagLoft (1.0.7) app in the follow-up action. Let's choose Create Reader for now. Choose your MagLoft account and UA Publications.
Fill in the form. Extract the mandatory email fields from the MailChimp event you've created in Step 1. You can add only the required fields, but you can also include custom or other optional fields if you wish to, such as first name, newsletter subscription status, etc.
Once you're done, hit Test action. It will create a new reader in your Universal App.
To check, open your UA admin, go to CRM > Readers, and filter by email you got from the Zapier test. If you can find the reader, it means your Zap is successful.
Publish the Zap on your Zapier window. Once published, the next time there's a new subscriber in Mailchimp, it will create a new reader in the Universal App.
Et Voilà: You successfully integrate Universal App with your CRM / CMS!
What else can I do with Universal App integration via Zapier?
Check out other use cases and articles below.
If you cannot find the integration you need via Zapier, feel free to reach out to our live chat at the bottom right corner of your Universal App dashboard or send an email to email@example.com
Join our Universal App Community here.
Visit the help playlist to get started with your Universal App here.