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:
    1. Search for Happily Landing in Zapier and select it.
    2. Pick a trigger event: New Registration Created or Registration Updated.
  • Authenticate your account:
    1. Under Account, click Connect a new account.
    2. Enter the Application ID and Integration Key (found on the Integrations page in Happily Landing).
  • Configure your zap settings:
    1. Select the Environment:
      1. Staging → Uses test registrations from the preview of your landing page.
      2. Production → Uses live event registrations.
    2. Choose the Form Type:
      1. Registration Form
      2. Livestream Capture Form
  • Test the trigger:
    1. Click Find new records to pull a sample registration from your event.
    2. If no live data exists, Zapier will use a sample registration.
    3. 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):
    1. Choose an integration like Google Sheets.
    2. Select Create a new row as the action.
    3. Select the google sheet you want to use which should have columns set up that match your form fields.
    4. Map the registration field form data (e.g., name, email) to your spreadsheet columns.
  • Publish the zap.
    1. Test by creating or updating a registration in Happily Landing.
    2. Confirm that the data appears correctly in the connected tool.