Zapier

How to send data from any app to CustomerIQ folders using Zapier

In this guide we'll discuss how to use CustomerIQ's Zapier integration to send data from over 5,000 applications to any folder in CustomerIQ.

Step 1: Join the CustomerIQ Zapier Integration Beta

Follow this link to get access to the integration: https://zapier.com/developer/public-invite/190520/bb64cfd83c0861b92d7f316fa9b3080b/

Step 2: Create a Zap

From your Zapier dashboard, click Create a Zap

Step 3: Select your application as the Trigger

Click on the trigger option and search for the app you want to connect.

Select the event you want to trigger a submission to CustomerIQ

Authenticate with the application and continue to the action step.

Step 4: Search CustomerIQ as the action

Search for CustomerIQ as the action. If you joined the beta invite (above) you should see it with a "By Invite" tag.

Choose the events: Create a folder submission

Step 5: Get your CustomerIQ API Key

Go to the Apps and Integrations page of your workspace settings.

Select the API Keys tab

Create an API key and copy it to your clipboard.

Go back to Zapier to authenticate your CustomerIQ account

Step 6: Authenticate your app and map fields

Note: Make sure you've created the folder in CustomerIQ you want to send submissions to

1. In Zapier, Select the Folder to send submissions to in Zapier

2. Map the text from your application to the submission field of the folder. This is the text CustomerIQ will analyze

3. Test your integration. Refresh your CustomerIQ window, you should see the submission in the folder.

4. Give your Zap a name and click Publish!

Now data will automatically send from your application to the mapped CustomerIQ folder

(Optional) Step 7: Transfer historical data

Some integrations support Zapier transfers, which lets you zap historical records into your selected folders. We recommend using this feature where possible to get a jumpstart on your analysis in CustomerIQ