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Automate Conversion Campaigns with Zapier

Learn how to automatically invite leads to promote your business—without lifting a finger.

Lex Morrow avatar
Written by Lex Morrow
Updated over 6 months ago

With the right automation, every new lead becomes a chance to grow your reach.

Imagine this:

  • A lead signs up to watch your webinar and is instantly invited to share it and get paid for driving traffic there.
    ​

  • A customer buys your product and is automatically offered a chance to share it with other people and get paid when they check you out.

Scaling your business just got simpler. With comarketing’s Zapier integration, you can launch referral campaigns the moment leads are identified in your CRM.

First Steps

Before you automate conversion campaigns, you must first:

  1. Set Up Conversion Tracking on your website
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  2. Identify what defines conversions in your sales funnel
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  3. Integrate your comarketing and Zapier accounts

Creating your Zap

Video Instructions 🎥 ⬇️

(Interactive video here)

Step 1: Set Your Zap's Trigger

💡 Trigger: The event that starts your Zap.

  1. Go to Zapier and click Create Zap.
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  2. Click Trigger. This defines what starts the automation.
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  3. Search for your CRM
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  4. Choose your Trigger Event
    ​Pick what kicks off the workflow—like New Lead, Contact Entering a specific List, etc.
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  5. Sign into your CRM (if you haven't done so previously) and Click Continue
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  6. Configure your trigger + continue
    ​This step varies based on what you select as your Trigger event.

    1. Example: If you choose “Contact Added to List” as your trigger, Zapier will prompt you to select which list the contact is being added to.

Step 2: Set your Zap's Action

💡 Action: The task your Zap performs after the trigger.

  1. Click Action - This tells Zapier what to do once the trigger fires.
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  2. Search for (and select) comarketing.com
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  3. Choose Action Event
    ​Not sure which action event to use? Read this quick guide before starting.
    ​    ​

    1. Create Conversion Campaign

    2. Create Lead Campaign

    3. Create Lead Promotion
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  4. Sign into comarketing or select your account

Step 3: Build the Campaign

This step varies based on which Action Event you choose in Zapier.

  1. Map CRM fields to comarketing
    ​Assign lead info (name, phone, email) from your CRM into the campaign. This determines where your comarketing invitation(s) will be sent.
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  2. Choose who covers fees
    ​Select whether you or your partner pays the Stripe + comarketing fees.
    ​    ​

  3. Set your price per conversion/lead + monthly budget
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  4. (For Conversions Campaigns ONLY)
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    1. Select a tracked URL
      ​Pick one that you’ve added in the Tracking tab of your comarketing account.
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    2. Choose a Conversion Type
      ​This defines what counts as a successful conversion. (ie: Sales, Leads, Appointments, or Traffic)
      ​

      1. If no options appear, go back to the Tracking tab in comarketing to set one up, then refresh Zapier.

      2. Learn more here.
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    3. Enter the Sales URL

      This is the page someone lands on after buying your product/services or signing up—it confirms the conversion happened.

Final Steps

  1. Click Continue
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  2. Test your Zap
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  3. Publish it!

You’re Ready to Launch 🚀

With your Zap live, every new lead or action in your CRM becomes an instant opportunity to grow your reach. Whether you’re rewarding traffic, signups, or purchases, conversion campaigns turn everyday engagement into scale.

Let comarketing and Zapier handle the follow-up, so you can stay focused on what matters most: building great relationships.

Related Articles
Start a Campaign
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Connect Comarketing to Zapier
Automating Campaign Creation: Which Zapier Action Event Should You Use?
Start a Conversion Campaign
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