Withfriends user Zapier to help you get your contacts connected to mailing list platforms like Mailchimp, member data synchronized with CRM platforms like Salesforce, or post testimonials to your social media accounts.
Looking to share testimonials automatically?
If you're new to Zapier, we highly recommend booking a screenshare with us directly here, and we'll help you set this up:
If you know your way around Zapier, consult the testimonials section under Advanced Tips below.
Get started
To find our Zapier integration, visit your Dashboard > click Integrations > click CRM or Newsletter.
Walkthrough of Zapier basics
Click [Synchronize]
Create a Zapier account or log into your existing one.
3. Click Accept Invite + Create Zap
4. Click the plus button to Create a Zap
5. Search for Withfriends and use the latest version.
6. Select the New Supporter or New Follower trigger. Use supporter for detailed information about your recurring members or one-time contributors. Use followers for contact information on all purchasers and followers.
7. Sign into Withfriends
7. Select your organization
8. Select test data
9. Connect another app (e.g. Mailchimp)
10. Set the action (e.g. Add/Update Subscriber)
1 1. Add additional customizations
11. Turn it on!
Advanced tips
Expirations
You can create a zap to take an action when a membership ends. You can use this to keep a CRM up to date, or to keep your active members subscribed to an external service like a newsletter, while removing members who expire.
Just use the Expired Membership trigger in step 6. above.
Paused Memberships
When a customer pauses their membership, you'll receive an Expired Membership trigger event on the day they pause, and you'll receive a New Supporter trigger event on the day they resume. The New Supporter event will have a new Membership ID.
Testimonials
Here are tips to help you share testimonials automatically on socials.
1. Add a Filter step to make sure you only post testimonials that you are allowed to share.
2. Here's an example of a good posting template
Use Testimonial Short for Twitter, and Testimonial for Facebook, Instagram, or other platforms with no character limit.
Use Testimonial Image or Testimonial Image (White) for Instagram. For other platforms, use Testimonial Link and the testimonial image will show up in the social preview!
One-time import
Once the Zap is set up, data is automatically synchronized moving forwards. But you may need to a one-time import of past data.
For supporters, visit to your dashboard > Integrations > CRM and click Export members.
For contacts, visit to your dashboard > Integrations > Newsletter and click Export contacts
Fields
Please see this article for a definition of each field:
Troubleshooting
If you get a 401 error when logging in, please retry your email address and password.
If you have "trouble finding a sample", please check that you entered the right organization URL. For example, for Hypnotic Records, at https://withfriends.co/hypnotic_records, you should enter: hypnotic_records