Integrations: Zapier

Welcome to the Outbound by Enreach Zapier Integration.

In this article we'll run through how to set up your integration, and provide some useful links for further reading and troubleshooting.

Read through the article, or click a link below to get started.

Please contact Left Hook Digital with any questions, feedback, or error reporting.

What is Zapier?

Zapier empowers you to connect Enreach with the other apps you use to run your business, seamlessly automating your daily workflow.

Zapier thinks about software integrations in terms of Actions and Triggers.

With Zapier, activity in one app triggers a resulting action in another app, meaning that those repetitive tasks you used to do manually can be done automatically, so you can work smarter, not harder.

Integrating Zapier into your Account

It is possible to either import Leads into Outbound by Enreach or export them via Zapier when they reach certain conditions.

Importing Leads into Outbound by Enreach via Zapier is done by selecting your source application in the trigger of the Zap, and choosing HeroBase (Outbound by Enreach) in the action section.

Exporting Leads from Outbound by Enreach to your destination application is doing the opposite. The system is making use of your own Triggers, so you will have an upper hand if you are familiar with this.

Importing Leads into Outbound by Enreach by Zapier

To begin importing Leads, log in to your Zapier account, and click Create Zap.

In the search bar, search for your source application.

Input the credentials for this application and the rest of the trigger parts needed for the application, and finish by clicking Test trigger.
Here is an example using the Zapier Schedule trigger:

Next step is to set up the Action part, which is done by clicking on Action.

In the search bar, enter the name Herobase.

After selecting Herobase, the Action Event called Create Lead will be displayed.
Select Create Lead, then click Continue.

Next, it's time to set up the API account that will be used to connect Zapier to Outbound by Enreach.

Click Choose an account and enter your API credentials.

If you do not have an API account, then you must contact Support who will be able to assist you.
Please note that you are not able to use your Outbound by Enreach credentials for API accounts.

Enter your API credentials in the Username and Password fields.

Under Subdomain, enter the server your account is linked to. This can be found in the URL when you login to Outbound by Enreach. For example, if the URL is https://hero03.herobase.com, enter hero03 into the Subdomain field.

When you are done, click Yes, Continue.

Next, it's time to set up which Project and Campaign the Lead will be imported into.

Click on Project and Campaign to make your selection, and choose Master Data Fields Only under Field Categories.
Once you have made your selection, Zapier will automatically load the available fields in which you can merge data from your Trigger application.

See the updated fields by clicking Refresh Fields at the bottom of the page.

When this is completed it's time to test the action.

Click Test & Review or Test & Continue to run a test of your Zap.

If the test was successful, you will see the image below. Click Turn on Zap to activate your Zap and begin importing Leads!

Exporting Leads from Outbound by Enreach via Zapier

To begin exporting Leads, log in to your Zapier account, and click Create Zap.

In the search bar, search for Herobase and select the latest version.

The only trigger event is Updated Lead.
Select it, then click Continue.

Next, it's time to set up the API account that will be used to connect Zapier to Outbound by Enreach.

Click Choose an account and enter your API credentials.

If you do not have an API account, then you must contact Support who will be able to assist you.
Please note that you are not able to use your Outbound by Enreach credentials for API accounts.

Enter your API credentials in the Username and Password fields.

When you are done, click Yes, Continue.

Next, it's time to set up the trigger.
In the drop-down menus, select where you want the trigger to run from by choosing a Project and Campaign in Outbound in Enreach.
Select when you want the trigger to run by choosing a Lead Release Type and a Lead Status.

Setting up a trigger in Zapier is very similar to setting up a Trigger in Outbound by Enreach. Learn how to do that here.

When this is completed, click Test trigger.

Zapier will try to fetch an example Lead from Outbound by Enreach. If no Leads are found, it is because there are no Leads in the Campaign, or there are no Leads that match your chosen Lead Release Type and Lead Status selections.

When a Lead is successfully found, it will display the Lead and its information.

Please note that the data displayed are the actual Lead fields that have been set up by an administrator in Outbound by Enreach.
These including system fields like firstProcessedTime, uploadTime, and ownerOrgUnit, will become available in the Action part of the trigger.

Click Continue to finish up the trigger part of your Zap.

In the search bar, search for your destination application where your exported Leads will go once they have met the trigger conditions.

In the below example I have chosen Webhook by Zapier to be able to send a json body towards https://testingzapierstuff.requestcatcher.com/.
Requestcatcher is a free test site where you can set up your own subdomain which will listen for http requests being sent toward a subdomain by your own choice.
In this json body I will add a Key called Name, which will contain " First Name," "Last Name," and "Address" containing the Street from the Lead example in the trigger action.
You can view all available system and data fields from the pulled examples by clicking Show all options.

Now I have configured a json data object in the action part which will merge the data from Outbound by Enreach into the Name and Address values.

Once you are done, click Test & Continue to continue to the final step of setting up the action part of the Zap.

If the test is successful, click Turn on Zap to begin exporting your Leads!

If your Zap was not successful in either exporting or importing Leads, it could be because there is a mismatch in the date/time format.

By default, Outbound by Enreach accepts a YYYY:MM:DD format, so if your other app uses another format, the Zap could fail.

However, Zapier has an in-built Formatter tool that will transform your data into the correct format - read how to do this right here.