Important Things to Know
Zapier is a third party integration. There is no charge to send data from Walla to Zapier. How you want to use the data sent to Zapier is up to you. If you are not familiar with Zapier, we suggest learning about how to use Zapier before you start the integration.
To learn how to use Zapier, we suggest reviewing Zapier's tutorial here π Zapier 101
We also suggest reviewing Zapier plans before you get started as well. The integration is free, unless you decide to use a paid Zapier plan. This would be set up through Zapier and not Walla. You can review Zapier plans here π Zapier Plans
Connect Walla to Zapier
Log in to Zapier or create a new Zapier account
Select My Apps
Choose + Add Connection
Under Add a new app connection search Walla then select the Walla icon
Select Allow to grant Walla access to connect to Zapier
Walla will appear under your connections list
Walla Customer Support does not offer Zapier support or direct support for other apps you connect to Zapier.
List of attributes Walla sends to Zapier
Business ID
First name
Last name
Middle
Email
Skillpower personality test results
Address
Is a new client
Opt-in marketing SMS
Opt-in marking emails
Opt-in push notifications
Client stage
Notes
Is a lead
Profile creation source
Membership status
Zipcode
Birthday