1. Connect your GetQuanty space to your Zapier Account
Log in to your Zapier space with your login & password.
In a new tab of your browser, login to your GetQuanty space with your login and password.
2. Start connecting Getquanty to your favorite apps
In Zapier, click on “Make a Zap” and in the first step “1. When this happens...”, choose Getquanty.
In the "Choose App & Event", select your Getquanty account and choose a Trigger (Identified Companies or Purchased Contacts).
In the "Find Data" section, select a test data to see the available fields.
3. Program an export action through Zapier
Go to the "Paramétrage" section in the left side menu, and click on "Actions programmées". Create a new action, chose Export, select your Persona (top left) and chose "Zapier" in the "Type d'envoi" field.
Save your action and go back to your Zapier account.
Add a second step in your Zap with the "Filter" app. Then select the "Context Persona" field and
match it with the Persona you want to export (see screenshot below).
** NEW **
You can either chose to automatically push data from a Persona with a Programmed Action or manually. If you want to manually push data, you will have to use the Context Task Label field = "manual".
You can send datas both manually and automatically on the same Zap, with the following filter :
Click continue and you can now add your last step !
Select the app you want to connect to Getquanty, choose a specific action (create a row in
Google Sheets, send an email via Gmail, send bulk email data in Mailchimp...) and map your
fields.
Some fields may be mandatory, please check the tutorial of the partner's app if you want to know
them.
Turn your Zap on and it's live !
Any question ? Please contact our Customer Support at support@getquanty.com
4. (Optional) Send a channel message in Slack
Add a step in your Zap and select Slack in the Apps list. Then chose "Send Channel message" in
the Action Event field.
Log in to your Slack account, then select the channel you want to send the message to, and type
your message.
In your message, you can add custom fields with the right-side button (circled in red on the
screenshot). You can add every information you want from Getquanty : company, activity,
workforce, landing pages...
All other fields are optionals, you can save it and turn your Zap on ;) All identified companies in
your Persona will be automatically pushed in Slack for your Sales team !
Une question ? Un conseil ?
support@getquanty.com
