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Create a Zapier account
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The Zapier Tasks needed are PremiumWebhook Action is a Premium action, so a paid membership to Zapier will be needed. |
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After clicking on New, you will be presented with a handful of options to setup the name of the Activity, itβs picture, and what information you can attach to it. For Intercom messagesZoom Webinar Registration, these are the options we found work best.
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Inside Zapier you will start with creating a new Zap, and select:
Intercom Zoom as the App
New conversation as the type
Connect your account if not yet connected, select the connected account if it was previously connected
Test the trigger
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Next for Action, you want the first of 2 Text Formatting that will be required. The text formatting is needed just as a validation step as if someone includes a quote character (β) in the subject or body, it will break JSON and cause the final steps to fail. These Text formattings will solve that.
For Action select:
Formatter by Zapier
Text
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Replace
Set Input as 'Intercom - Subject
Set Find as β, replace as \β
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Continue and Test the integration, it should pass
Click the '+' to add another step to the bottom, repeat the last step but use Intercom - Body as the Input
Save and Test again
Click '+' one more time to add the 4th step, which will be the actual API call to OneFocus
Select the Webinar you want to record registrations from
Test the trigger
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For Action, select Webhooks By Zapier, and Custom Request
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Set Method to POST
Set URL to
https://api.leadliaison.com/v1.0/prospects/add_activity.json?api_key=[apikey]. Replace [apikey] with the one created in Step 3 above (Create API Key).Set Data Passthrough to false
Set Data to:
{"email": "[intercom zoom email]", "activity_identifier" : "supportzoomwebinar_requestsignup__c", "activity_info": " [Intercom zoom name or email] registered for Webinar","activity_fields_data":{"subjectwebinar__c":" [Data Formating Subject]","body__c":" [Data Formatting Body]","link__c":"[Intercom Link]"Name of webinar"}}
For each option above such as [intercom zoom email] or [Data Formatting] you will want to use Zapiers Insert Data options to specify dynamic content. You will also want to make sure the specific field variables such as support_request__c or link__c match what was configured in step 2 (Create Custom Activity) above.
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you customize the name of the webinar for webinar__c.
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Click to continue, and skip testing. You can now set the zap live and any new email or support request inside of messenger that signs up for your Webinar, will now get transferred to OneFocus and appear on the their prospect profile. Congratulations!