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Zapier: Overview
Updated over a year ago

Get An Account with Zapier

Zapier is a system that integrates with over 1000 other applications, and allows the set up of triggers and actions between different software, to create more efficient processes and workflows between accounts.

If you'd like to integrate your BoomTown account with Zapier, to then be able to connect with any of their available apps, and create leads in BoomTown as a result, the first step is to obtain an account with them!

Since they are a system independent from BoomTown, their services must be purchased separately. To learn more about Zapier, and the services and packages they offer, click below!

Access Your Zapier Account

Once you have a Zapier account, you can access it for use with BoomTown either directly through Zapier's website, or by taking the following steps within your BoomTown account!

First navigate to your image & name in the upper right corner, and select the Integrations option from the drop-down menu.

On the Integrations page, scroll down to the Zapier option toward the bottom of the page, and you'll see the following three buttons:

  • Support will take you to our Knowledge Base to display a list of articles about each of the Zapier templates that we've created, for common Zaps with apps that translate well with BoomTown.

  • Sign-Up is where you could go to sign up for an account with Zapier, if you don't already have one!

  • Log In will allow you, as long as you have an account with Zapier, to login and begin setting up Zaps!

Select the Log In button, and you'll be directed to a sign in page on Zapier, where you can enter the login credentials for your Zapier account!

General Zap Details

While there are thousands of options available for integrations within Zapier, the general framework when creating a Zap is to:

1. Select an app you'd like to use
2. Create or define a Trigger for the app
3. Then create or define an Action that the Trigger will produce (within that app or another available app).

For example, with Wufoo: the Trigger could be, when a user completes a form in Wufoo -- then the Action is for Zapier to enable the creation of a lead in BoomTown.

For a full overview of how to set up triggers and actions from scratch within Zapier, click here!

If you're in need of further assistance with setting up a Zap, Zapier's Knowledgebase includes an extensive library of helpful resources to get you started. These can be found by visiting Zapier's Help Portal, or by clicking on the links below!

Quick Start Guide
Create Zaps
Customize your Zaps
Format data in Zaps
Managing your Zaps

You're absolutely welcome to utilize any of the Actions or Triggers that you'd like through the Zapier integration with BoomTown!

BoomTown Zap Templates

In addition to creating Zaps from scratch, we've created some pre-formulated templates within Zapier for common Zaps with apps that translate well with BoomTown Actions & Triggers. These can be found on the BoomTown page in Zapier, and the details for the set up of each are included in the linked articles below:


BoomTown Action Zap Templates

BoomTown Trigger Zap Templates

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