Create a Zapier Workflow with the Vendasta Platform

Automation is a big deal these days for digital marketing agencies. Why? Because it allows you to eliminate repetitive tasks and focus on what matters most, scaling for growth. By integrating Zapier workflows with the Vendasta platform, you can automate processes across your favorite tools, leaving you with fewer redundancies and more time on your hands.

Here are some great ways you can leverage Zapier integrations with Vendasta and other tools:

• ChatGPT integration
• Advertising integration
• Product integration
• B2B integration
• SSEO integration
• AI-Assisted Chatbot integration

This guide will provide a step-by-step walkthrough to help you create an optimized workflow with confidence.

Understanding the Basics

What is Zapier?

Zapier is an automation tool that connects your favorite apps and services, enabling them to work together. Each workflow you create in Zapier, known as a "Zap," consists of a trigger (an event that starts the automation) and one or more actions (the tasks that Zapier performs automatically). 

For example, a Zap might trigger when you receive a new lead in Vendasta, automatically adding that lead to your CRM integration or other favorite apps.

What is Vendasta?

Vendasta is a comprehensive platform designed for digital marketing agencies, offering tools for managing customer relationships, sales processes, and marketing activities. Its Automations feature allows users to create workflows that reduce manual workload and better streamline operations. When combined with Zapier, Vendasta's functionality can be amplified, enabling your team to leverage seamless data transfer and automation across various applications.

Did you know? Automation is just one part of a solid marketing strategy. For the bigger picture, check out our 10 steps digital marketing strategy guide—it’s full of practical steps to help you plan smarter.

Prerequisites for Integration

It’s important to know your digital marketing channels when setting up automation workflows that get results across the board. So, before you get started with setting up your Zapier workflow with the Vendasta platform, there are a few items you need to check off your list first.

Vendasta Requirements

Before setting up your Zapier workflows, ensure your Vendasta account includes access to the Automations feature. This feature is essential for creating triggers that will initiate workflows within Zapier.

Zapier Requirements

You’ll need a Zapier account with a plan that supports Premium Apps. This is necessary for more complex integrations. Ensure your account is set up and ready to create Zaps that will connect with Vendasta before you begin the process.

Creating a Zapier Account

Here’s what you need to do to get set up for your Zapier automation:

Step 1: Go to the Zapier website and click "Sign Up."

Step 2: Enter your email, create a unique password, or sign up using your Google account.

Step 3: Confirm your email to activate your account fully.

Easy peasy.

Setting up Your Zapier Integration 

Setting up the Zapier app integration with Vendasta can further enhance your automation capabilities. For example, you can automate the process of sending CRM data with Vendasta or better leverage your marketing automation tools.

Jacob shares how to complete this integration setup right here:

Don’t panic if you did not get down pat all the actions the first time, we will go through this integration step-by-step in the following sections.

Must Read: For more tips on optimizing your digital marketing efforts, take a look at our collection of digital marketing resources. They’re packed with expert advice and handy tools.

Setting Up Your Vendasta Automation

Step 1: Create a Vendasta Automation

1. Log into Vendasta: Start by logging into your Vendasta account and navigating to the "Automations" section from the left-hand menu, like this:

1. Create a New Automation:
   • Click on “Create Automation.”
   • Choose a Trigger Event: Select the event in Vendasta that will start the automation. For example, you might select "New Task Created" to trigger your workflow when a new task is added.
   • Set Conditions (Optional): You can add conditions to further refine when the automation should trigger. For example, the automation might only trigger when a task is assigned to a specific user or includes certain keywords.
   • Define Actions: Specify what Vendasta should do when the trigger conditions are met. Actions might include sending an email notification, updating a record, or sending data to a webhook, which will be used to connect with Zapier.

Step 2: Configure the Webhook Action

1. Add a Webhook Action:
   • In the "Actions" section of your automation, choose “Send Webhook.”
   • Webhook URL: You’ll need to enter the webhook URL provided by Zapier. This URL is where Vendasta will send data when the trigger event occurs. Don’t worry, we will discuss how to set up your first Zap in the next section.
   • Data Configuration: Once your webhook is added, define the specific data to be sent via the webhook. This might include fields like customer names, email addresses, task details, or any other information that needs to be passed to Zapier for further processing.

Pro Tip: Bringing your social media into the automation mix can do wonders for your engagement. Our social media integration guide has some great tips on making it all work together smoothly.

Setting Up Your Zap in Zapier

Step 3: Create a New Zap

1. Log into Zapier: Start by logging into your Zapier account. Once in, navigate to the "Zaps" section.
2. Create a New Zap:
   • Click on “Create Zap” in the upper right corner of your dashboard.
   • Choose a Trigger App: Select "Webhooks by Zapier" as your trigger app. This choice allows Zapier to receive data from the Vendasta webhook that will be configured.

Step 4: Catch the Webhook

1. Set Trigger Event:

1. • Choose "Catch Hook" as the trigger event. This option instructs Zapier to wait for incoming data from the Vendasta webhook.
   • Copy the Webhook URL: Zapier will generate a unique webhook URL. Copy this URL, and return to Vendasta to paste it into the webhook action you created earlier. Don’t worry about filling out the verification token.

2. Test Trigger:

• • After setting up the webhook in Vendasta, trigger the event manually (e.g., create a new task) to test if Zapier successfully receives the data. If the data comes through as expected, your trigger is working correctly.

Step 5: Define Actions in Zapier

1. Add an Action Step:
   1. Click "Add a Step" and select the app you want to connect to next. For example, you might select "Google Sheets" to log data into a spreadsheet, "Gmail" to send an email, or "Salesforce" to update a CRM record.
   2. Configure Action: Provide the necessary details for the action. For instance, if you’re logging data to a Google Sheet, specify the sheet and columns where the data should be placed.
2. Test Action:
   • Run a test to ensure that the action executes as expected. For example, if the action is to create a new row in Google Sheets, make sure that the correct data is logged when the test runs.

Must Read: To really get the most out of your marketing tools, you need to work smarter, not harder. Our article on marketing automation integrations shows you how to connect everything the right way.

Testing and Activating the Workflow

Step 6: Test Your Workflow

Afterward, you should click on the "Send test webhook" button in Vendasta. Following that, return to the Zapier editor and click on "Test trigger." If everything is set up correctly, Zapier should show your test request, similar to this:

Step 7: Activate Your Zap

Don't overlook the final step of enabling processing in Zapier by choosing "publishing Zap." Also, remember to save and activate your automation on Vendasta’s platform too.

Must Read: Curious about how AI can actually boost your revenue? We've broken it all down in our post on how to make money with AI, so you can see the real financial impact.

Conclusion

Integrating Vendasta with Zapier isn’t just about ticking off tasks—it’s about improving how your agency operates. By following these detailed steps, you're not only automating the mundane but also unlocking new levels of efficiency and creativity for your team. 

Ready to take your automation game to the next level? Check out our guide on AI integration services and discover even more ways to supercharge your operations. The future of marketing automation is here—so make the most of it.