The Zapier integration & rules allow you to connect to a Zap, using a Webhook as the Zap trigger. Bread & Butter also sends all of the user’s information, allowing you almost unlimited flexibility with your Zap. A few real world examples are:
when a new user authenticates, send their user information to your Sales account via Gmail
when a user visits a specific page, and their referrer is Google, add them as a lead in Salesforce
if a user reads a specific whitepaper, and they are from the US, add or update their contact in ActiveCampaign
Please note: a Premium membership with Zapier is required.
To set up your Zapier Integration, first follow these steps:
Log in to your Zapier account.
In the left Navigation menu, go to Zapier, and click Create Zap.
For Trigger, choose Webhooks by Zapier.
Please note: a premium membership with Zapier is required.
For Trigger Event, choose Catch Hook, then click Continue.
Click Continue again.
Copy the Custom Webhook URL, and keep this page open for a later step.
To create your SendGrid Integration in Bread & Butter, follow these steps:
Scroll down to the Integrations section, and click Create New.
In the dialog, select Zapier.
Choose a descriptive name for the Integration (note: this can be anything, and you can change the name later).
Enter the Custom Webhook URL from Zapier.
Click Test Connection. If a green checkmark appears, move to the next step. If you see a red X, confirm that you have entered the correct Zapier Endpoint and then try again.
Return to Zapier and click Test trigger.
You should see that a request was found, including request details. If this is not the case, please repeat steps 6 and 7, and verify that you have entered the correct Webhook URL into the Bread & Butter plugin.
Return to your Bread & Butter Integration and click Save & close.
Please note that a Bread & Butter Zapier Integration connects directly to only one Zap, so if you want to make multiple Zaps, you’ll need to create a new Bread & Butter Zapier integration for each one.
To set up a Rule that uses your Zapier integration, please follow these steps:
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