Zapier Integration

Connect your Rocketbots Space to Zapier and unlock +1,500 integrations for your Contact Data.

We are thrilled to announce our Zapier integration! Now you can integrate your Contact Information from the Rocketbots Platform to thousands of CRMs, email providers, CMS, analytics tools, ads, etc. Let's have a quick look at this integration.

The Zapier Logo

Our Zapier App is currently under review and should be visible to all our users shortly, in the meantime you can use this link for an early access: https://zapier.com/developer/public-invite/20316/latest/

Getting Started

In order to get started with the Rocketbots - Zapier Integration, you will need the following:

  • A Space on the Rocketbots Platform (Free)

  • A Zapier Account (Free)

Step 1: Create a Zap

Log in to your Zapier Account and click on "Make Zap" and select "Rocketbots" from the list of Trigger Apps:

Search Rocketbots in the List of Apps in Zapier

Step 2: Select a Trigger

The Trigger is event that will cause your Zap to activate. Currently we provide 2 types of Triggers:

  • New Contact: This Trigger will pass the information to Zapier when new contact is created. In other words, the first time a contact send you a message, we will call this Zapier integration. Example: When a new contact is created on Rocketbots, add this person's data to a Google Sheet.

  • New or Updated Custom Field: This Trigger will pass information to Zapier every time a custom field of your choice is changed (or added). This one is especially useful when you want to pass information to CRMs or any type of tools that requires a unique identifier (like email address). Example: When a email address is added to a Rocketbots contact, subscribe this person to a Mailchimp list.

Selecting a Trigger on Zapier

Step 3: Connect your Rocketbots Account

After you have selected a Trigger on Zapier, you will need Zapier to connect to your Space on Rocketbots. Click on "Connect an Account" to get to the following page on Zapier:

Connecting Zapier to Rocketbots

Log in to the Rocketbots Space you wish to connect and navigate to the Settings Module. Scroll down to the Integrations section.

Integration Section under Settings on the Rocketbots Platform

Click the blue "Connect" button next to Zapier and to open the Connect Zapier Dialog.

The Connect Zapier Dialog

Copy the Authentication Token from Rocketbots and paste the token into Zapier.

Pasting the Authentication Token into Zapier

Once you have pasted the Rocketbots Authentication Token into Zapier, press the "Yes, Continue" button.

Done! You have completed your Rocketbots-Zapier authentication!

Completing the Rocketbots-Zapier Authentication

After finishing the authentication, you may want to press the "Test" button to see if your integration is connected properly.

Step 4: Finishing your Zap's Trigger

If you selected the "New or Updated Custom Field" Trigger, you will need to specify which custom field will be triggering this integration. By default you will see "Email" and "Phone" in the dropdown list. If you have created other custom fields on Rocketbots, they will appear in this list too.

Selecting a Custom Field

As the final step of the Zapier Trigger, you will see a sample of a Rocketbots contact. This gives you an idea of what type of information you can pass on to your Zapier Action.

Tip: If you can not see a custom field you have recently created you will need to click on "Get More Sample" on this page to refresh the contact data.

You can fetch new Contact Sample Data in this last Trigger screen

Done!

Now that you have chosen a trigger and authenticated your Rocketbots Space, all you need to do next is finish creating your Zap and your automation will start to run in real time.