This guide will walk you through:
- Capturing Lead & Sales Activities: Set up a Zapier to send real-time data from your favorite tools to WiserNotify.
Add API Key to Connect Zapier to pull the events lead & Sales data
Get the API Key from Zapier & Configure API Key in Wisernotify
– Go to WiserNotify > Zapier Integration.
– Click on the Integrate button inside the Integration box.
1. Enter Integration Name.
2. Click on the Create button.
- Click on Connect to Zapier button.
4. Click on the Accept Invite & Build Zap button.
5. Click on the MAKE A ZAP button.
6. Select the app you want to install and sign in
7. Search Wiser Notify in the search box.
8. Click on Wiser Notify in the search result.
9. Select Wiser Notify if Not Selected.
10. Select Create Conversion if Not Selected.
11. Click on the CONTINUE button.
12. Click on the Sign in to Wiser Notify button.
13. Click on the Profile setting link.
14. You are redirected to the WiserNotify profile page now click and copy your API Key.
15. Paste the API key.
16. Click on the Yes, Continue button.
17. Your account is verified now.
18. Click on the CONTINUE button.
19. Select your integration name in the drop-down list.
20. Fill the required field.
21. Click on the CONTINUE button.
22. Click on the Turn on Zap button.
Please test by adding new data & visit the WiserNotify – Dashboard Data page. Here, You can see all the captured/ received data with its source name.
Note:
Make sure you select this integration as data-source for the notification (Customize notification > Data-source > Select this integration)
Important: After making changes, check your notification in a private browser to avoid cache issues.
Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your WiserNotify account. We’re here to assist you promptly.
