Dialog Insight has an integration for Zapier, a tool used to automate actions such as Create a contact or Create a transaction. If you are using an external app to stock or collect data on your leads, contacts or transactions, you can synchronize or import this data into your Dialog Insight's project with Zapier (see the list of supported apps by Zapier).
For an initial import or for bigger volumes, it is recommended to use the Transfer feature. Then, for updates or additions, you can use a Zap, which works with a trigger event. By automating the import or synchronization of contacts or transactions, you limit the possibility of errors and avoid repetitive tasks.
In this article, you will learn to connect your Dialog Insight project and your Zapier account after generating the required keys. Then, you will be able to create an automation (Transfer or Zap).
- Creating a Zapier account with a plan that includes a number of tasks corresponding to your needs.
- Understanding Zap and Transfer features.
- Understanding contact import and the structure of a project (to Create a contact).
- Understanding the import of data into a custom table (to Create a transaction).
- Activating the E-commerce module (to Create a transaction)
Step 1: Generate the keys
In the list of integrations, at the end of the line of Zapier integration, click on Edit:If you do not see the integration, contact us to add it to your project.
In the popup window, you can generate the required keys to connect your Dialog Insight project to your Zapier account. Click on Continue:
You now have APIKey, Idkey and Idintegration:
The only key you are missing is the project key. You can find it by right-clicking on the Dialog Insight's logo:
Step 2: Connect the project
Go to your Zapier account in the Apps section and search for the Dialog Insight app. When you find it, click on Connect:
Step 3: Create a contact or a transaction
Now that your Zapier account is linked to your project in Dialog Insight, you can create a Transfer or a Zap.
When importing with Transfer, choose Dialog Insight as the destination:
The field mapping for contacts or transactions will be different depending on the structure of your project. Here is an example for contacts:For more information, read the documentation on Transfer.
When creating a Zap, select Dialog Insight for the event and choose an action among those available (Create a contact or Create a transaction):
The field mapping for contacts or transactions will be different depending on the structure of your project. Here is an example for transactions: For more information, read the documentation on Zaps.
Imports or synchronization may take a certain time (in some cases 5 to 10 minutes). The contacts are added to the list of contacts and transactions to the Transaction table.