Integro Documentation
  • Getting Set Up
    • Welcome to Integro
      • Initial Setup Guide
        • Configure Your Organization
        • Importing Your Contacts
      • Optional - MailerLite Integration
      • Optional - SMS Integration with RingCentral
  • Use Cases
    • Keeping your Donations Updated with Zapier
    • Connect a Signup Form On Your Website to an Integro workflow
    • Keeping Your Contacts Updated With Zapier
  • API
    • API Overview
    • API Example - Adding New Donations
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  1. Use Cases

Connect a Signup Form On Your Website to an Integro workflow

See how to connect a signup form from your website to Integro to allow these contacts to be added to workflows.

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Last updated 1 year ago

Step 1

From within Zapier, create a new Zap.

For this example we will be using MailerLite, but you could just as easily integrate any other website mail provider. In our class, we will use Mailerlite Classic (which is an embedded form on our web site).

From there, we will set the event which occurs in our bulk email provider. In our case, we will choose "Subscriber Added Through Web Form", but you could just as easily select another event trigger if you choose.

Which webform is up to you. In the example above the web site has two web forms for signing up for a newsletter list, a popup and a footer.

In our case we choose the website footer.

For the action, we proceed onto Webhooks by Zapier.

And we fill out the following settings:

Event: POST

Action URL: https://app.integrocrm.com/api/v1/contacts/add-update-contact

Payload type: json

Under Data we will add two values:

Email - Connect this to the MailerLite email field. Also add a labels field and set the value to "Website Newsletter Signup"

Now under Headers, add the header X-API-Key and set it to your Integro API key under your nonprofit's organization settings:

Go ahead and test your zap and then return to you main Contacts list in Integro. You should see the contact updated with the label.

Now that you have a Zap, adding labels, we will now connect this new label to a workflow.

Step 2

Create a new workflow by going to Profile Menu > Workflows > Add Workflow

Set the label trigger to match the label from Zapier ("Website Newsletter Signup"). Add steps to your workflow such as a delay or welcome email.

You have now connected your website signup form to a workflow in Integro!