How do I create a Zap using the Zapier integration?
- Go to the Integrations page in Happily Landing.
- Click Create Integration to generate your Application ID and Integration Key (used for authentication).
- Click Create a Zap to open the integration page in Zapier. Accept the invite (you’ll need to log in or sign up).
- Choose the trigger:
- Search for Happily Landing in Zapier and select it.
- Pick a trigger event: New Registration Created or Registration Updated.
- Authenticate your account:
- Under Account, click Connect a new account.
- Enter the Application ID and Integration Key (found on the Integrations page in Happily Landing).
- Configure your zap settings:
- Select the Environment:
- Staging → Uses test registrations from the preview of your landing page.
- Production → Uses live event registrations.
- Choose the Form Type:
- Registration Form
- Livestream Capture Form
- Test the trigger:
- Click Find new records to pull a sample registration from your event.
- If no live data exists, Zapier will use a sample registration.
- If you have custom form fields, submit a test registration to ensure the data matches your event form.
- Set up an action (e.g., send data to Google Sheets or your CRM):
- Choose an integration like Google Sheets.
- Select Create a new row as the action.
- Select the google sheet you want to use which should have columns set up that match your form fields.
- Map the registration field form data (e.g., name, email) to your spreadsheet columns.
- Publish the zap.
- Test by creating or updating a registration in Happily Landing.
- Confirm that the data appears correctly in the connected tool.