Setting up your Zapier connection to SupaPass

SupaPass now supports integrations with other services through Zapier, allowing you to export information from SupaPass to your favoured CRM such as Mailchimp or Drip. We’re working on more ways to allow integrations via Zapier, so if you have any requests please let us know and we will consider it for a future release!

Before setting up your first Zaps, you will need to connect your Zapier account to SupaPass using the API key found under your integrations. In Zapier, select ‘My Apps’ from the left menu, then click the ‘Add connection’ button, search for ‘SupaPass’ and click on the result.

A new window will open instructing you to add the API key from your SupaPass dashboard.

If you have been invited to the beta version, please add ‘integration’ to the end of the url e.g. https://admin.supapass.com/channels/1234/integration to access your API key. Copy the API key and paste it into the ‘Connect an Account’ window in Zapier, then click continue.

You can now start setting up Zaps between SupaPass and other apps.

Zaps to CRMs

The following instructions will help you connect SupaPass to a CRM. These instructions cater to Mailchimp and Drip, but the inputs are similar with other CRM clients. Each Zap is divided into two sections:

  1. Trigger - an event in SupaPass that triggers a change in your CRM
  2. Action - what happens in your CRM as a result of the trigger.

We recommend setting up Zaps for:

  • New User
  • New Access
  • Delete User
  • End Access
  • New User
  • Update user

These Zaps are essential to keeping your CRM up to date and should remain on, please do not switch off the ‘Delete User’ Zap once you have set it up.

New User

This should be the first Zap you set up. The New User trigger will update your mailing lists regularly when a new user registers for your app and agrees to be contacted for marketing purposes.

Step 1: Set the Trigger

  • Enter ‘SupaPass’ into the App Event field.
  • Set the Trigger Event to ‘New User’ and click Continue.
  • Choose the account you connected earlier.
  • Name your Zap something appropriate, such as ‘New User Mailchimp’.
  • Set ‘Receive Historic Data On First Trigger’ to true or false considering the following:

For the section ‘Receive Historic Data On First Trigger’ please consider how many users you have currently and how many Zaps you have in your monthly allowance. You can find out how many Zaps you have on your tier on the left menu in Zapier. Please consider the right plan for you and whether you need to upgrade as you grow so that you don't miss out on updates to your CRM.

 

If you have just started using SupaPass then you will not have many users and should consider setting this to ‘True’ to import the few existing users, if you have been using SupaPass for a while check how many users you have on the users tab. If you have more than 100 users, please contact us for an export of your initial user information and set the field to ‘False’.

Now test the trigger to confirm that the correct account has been connected.

Step 2: Set the Action

For Mailchimp
  • Choose the Mailchimp account you wish to send the data to. Choose from a previously connected Mailchimp account or click ‘+Connect a new account’ and follow the sign in process in the pop-up window.
  • Select 'Add/Update Subscriber'
  • Choose your Mailchimp account
  • Set up your action:
    • Select your audience. We recommend using a single audience and dividing your users using tags, we do not currently support updates to multiple audiences.
    • Set Subscriber email by clicking in the field and selecting '1. Email Address'
    • Set Update Existing to 'Yes'
    • First Name can be set to 'Username' if desired. We do not currently collect first or last names from users.
  • Test the action and continue
For Drip
  • Choose the Drip account you wish to send the data to. Choose from a previously connected Drip account or click ‘+Connect a new account’ and follow the sign in process in the pop-up window.

  • Select create or update subscriber

  • Choose from a previously connected Drip account or click ‘+Connect a new account’ and follow the sign in process in the pop-up window. You can find your Drip API by opening new tab and signing in to your Drip account, then go to https://www.getdrip.com/user/edit . At the bottom you should see an API token, copy this and paste into the box of the new window to connect your accounts.

  • To set up the action, select your Drip account ID and add email address to the email address field. Set the subscriber status to ‘Active’.

  • Test the action and continue

New Access (New Subscription)

This trigger is for when a user gains a new access type, for example a registered user purchases a subscription. The action adds a tag to an existing entry.

Step 1: Set the Trigger

  • Search for SupaPass as the trigger app.
  • Select New Subscription as the trigger event. Click ‘Continue’.
  • Choose your connected SupaPass account or click ‘connect new account’ to connect using the API key found under integrations in the SupaPass CMS.
  • Give your Zap a name or short description such as Mailchimp new subscription.
  • Select ‘False’ for ‘Receive Historic Data On First Trigger’. If you select true and already have a large number of subscribers this could exceed your Zapier limits and lead to higher costs. Please contact us for an export of existing users should you require them. Click Continue.
  • Test the trigger connection to SupaPass by clicking ‘Test Trigger’, then ‘Continue’.

Step 2: Set the Action

For Mailchimp
  • Search for Mailchimp.
  • For the action event, select ‘Add Subscriber to Tag’.* need explanation why not to add to new audience
  • Choose your Mailchimp account, or connect a Mailchimp account. Click continue.
  • Choose your default audience.
  • Click the tag field, then click 'Custom' to see the tags that SupaPass can export. We would recommend initially tagging your audience by pricing plan if you have more than one, but you can also tag other information such as renewal interval (monthly, yearly, once).
  • Under ‘Email Address’ select the Email Address input. Click continue.
For Drip
  • Search for Drip.
  • For the action event, select ‘Add tag to subscriber’
  • Choose your Drip account.
  • Choose your account ID.
  • Insert the email address action to the Email Address field.
  • Select the tag you want to add to the subscriber.

Delete user (Right To Be Forgotten)

Users have a right to request that their information be removed from SupaPass and mailing lists. The delete user Zap does both at the same time, once set up this Zap should not be turned off.

Step 1: Set the Trigger

  • Choose SupaPass app
  • Choose Delete User trigger event 
  • Choose your SupaPass Connection
  • Name the Delete User
  • Test the trigger

Step 2: Set the Action

For Mailchimp
  • Choose the Mailchimp app
  • Choose action event: Unsubscribe Email
  • Choose the Mailchimp account
  • Set up the action by selecting the audience, the subscriber email and set delete member to be true.
For Drip
  • Choose Drip
  • Choose action event: Remove From Campaign
  • Choose your Drip account
  • Leave the Campaign field blank to remove from all campaigns.
  • For the Email Address field choose '1. Email Address
  • Test the trigger and continue

End Access

End Access is used when a user's subscription expires. This action removes the tags from an entry, please make sure the tags you use in the End Access actions match the New Access actions.

Step 1: Set the Trigger

  • Choose the SupaPass app and select the End Subscription trigger event
  • Choose the account and click continue
  • Set the Historic Data field to 'False'
  • Test the trigger to load test information

Step 2: Set the Action

For Mailchimp
  • Choose the Mailchimp app
  • Select the action event 'Remove Subscriber from Tag'
  • Choose your Mailchimp account
  • Choose your default audience
  • Choose the tag you want to remove
  • In the Email Address field select '1. Email Address'
  • Test the action
For Drip
  • Select Drip.
  • Set the action event to ‘Remove Tag From Subscriber’. Click continue.
  • Choose your Drip account
  • Set the Account ID to your Drip account
  • For Email Address select '1. Email Address'
  • Select the tag to be removed from the subscriber. This should match the one created by the New User Zap.

Update User

Step 1: Set the Trigger

  • Choose the SupaPass app and select the Update User trigger event
  • Choose the account and click continue
  • Set the Historic Data field to 'False'
  • Test the trigger to load test information

Step 2: Set the Action

For Mailchimp
  • Choose the Mailchimp app
  • Select the action event 'Add/Update Subscriber'
  • Choose your Mailchimp account
  • Choose your default audience
  • Choose the tag you want to remove
  • In the Email Address field select '1. Email Address'
  • Set Update Existing to 'Yes'
  • Add the Username top the First Name field (optional)
  • Test the trigger and continue
For Drip
  • Select Drip.
  • Set the action event to ‘Create or Update Subscriber’. Click continue.
  • Choose your Drip account
  • Set the Account ID to your Drip account
  • For Email Address select '1. Email Address'
  • Set subscriber status to 'Active'
  • Test the action and continue.

 

Turn on your Zaps

Once you have tested your Zaps you can turn them on to start exporting records from SupaPass to your CRM of choice, simply go to 'My Apps' in Zapier and toggle the Zaps on! You can expand upon these basic Zaps to include extra actions linking to other apps.

 

What else can I do with Zapier?

We currently support these triggers for the purpose of exporting information from SupaPass to CRMs, but are also working on supporting new integrations with Zapier. If you have a suggestion for a future integration please check out https://zapier.com/explore for a full list of Zapier integrations and let us know how you'd benefit from a SupaPass integration at success@supapass.com 

You may be able to automate something else you're already doing manually for your business with Zapier, after setting up your CRM Zaps why not see what else you can automate?