Zapier Integration

Zapier connects Personyze to 6,000+ apps with no code. Use it to push data into Personyze — creating or updating user profiles from any app in your stack — so that data is immediately available for on-site targeting, email campaigns, and dynamic content. Instead of an API key, Zapier authenticates with a dedicated Zapier password you generate in Personyze, paired with the username api.

Prefer to click through it? Use the interactive walkthrough below, then scroll down for the detailed steps.

Zapier setup

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Activate the integration

In Personyze, go to Settings → Integrations, find the Zapier card, and click Configure.

Next →⛶ Enlarge

Generate your Zapier password

In the Manage Zapier panel, click Generate new password. This is the key you paste into Zapier — copy it somewhere safe.

💡 Anyone with this password can act as your account, so keep it secret. You can revoke it anytime from this panel.

← BackNext →⛶ Enlarge

Choose what to push

In Zapier, add Personyze as an app step and set the action to Create or Update User. Map each Personyze field to static text or to a variable from your trigger (Email, First name, Industry, Account type, CRM ID, and more).

💡 Connect using username api and the password from the previous step.

← BackNext →⛶ Enlarge

Test the Zap

Run the step test. Zapier sends a sample user to Personyze and confirms it went through. Publish the Zap once the test succeeds.

← BackNext →⛶ Enlarge

See the data in Personyze

Pushed users appear immediately under Dashboard → Users. Open any profile to see its identity, session activity, and all mapped profile fields.

💡 This data can now be used for on-site targeting, email campaigns, and dynamic variables.

← BackDone ✓⛶ Enlarge

✕

Activate the integration

In Personyze, go to Settings → Integrations, find the Zapier card, and click Configure.

Next →✕ Close

Generate your Zapier password

In the Manage Zapier panel, click Generate new password. This is the key you paste into Zapier — copy it somewhere safe.

💡 Anyone with this password can act as your account, so keep it secret. You can revoke it anytime from this panel.

← BackNext →✕ Close

Choose what to push

In Zapier, add Personyze as an app step and set the action to Create or Update User. Map each Personyze field to static text or to a variable from your trigger (Email, First name, Industry, Account type, CRM ID, and more).

💡 Connect using username api and the password from the previous step.

← BackNext →✕ Close

Test the Zap

Run the step test. Zapier sends a sample user to Personyze and confirms it went through. Publish the Zap once the test succeeds.

← BackNext →✕ Close

See the data in Personyze

Pushed users appear immediately under Dashboard → Users. Open any profile to see its identity, session activity, and all mapped profile fields.

💡 This data can now be used for on-site targeting, email campaigns, and dynamic variables.

← BackDone ✓✕ Close

Step 1 — Activate the integration in Personyze

In Personyze, go to Settings → Integrations, find the Zapier card, and click Configure.

Step 2 — Generate your Zapier password

In the Manage Zapier panel, click Generate new password. This is the key you will paste into Zapier. Copy it somewhere safe — anyone with it can act as your account, so keep it secret.

Step 3 — Install and connect the app in Zapier

In Zapier, create a Zap and add Personyze as an app step. When Zapier asks you to connect your Personyze account, enter:

• Username: api
• Password: the Zapier password you generated in Step 2

That authenticates the connection — no other keys needed.

Step 4 — Choose what to push to Personyze

Add a trigger (the event in another app that starts the Zap — a new form submission, a new CRM contact, and so on), then set the Personyze step action to Create or Update User. Map each Personyze field to a value from your trigger — you can type static text or insert variables carried in from the trigger data.

Step 5 — Test the Zap

Run the step test. Zapier sends a sample user to Personyze and confirms it went through.

Step 6 — See the data in Personyze

Pushed users appear right away in Personyze under Dashboard → Users. Open any profile to see everything Personyze holds on that user — identity, activity, location, and all mapped profile fields.

Using the data

Once a user data is in Personyze, it behaves like any other profile data and can power:

• On-site targeting — build audiences on the pushed fields (account type, industry, CRM ID…). See Targeting Rules.
• Email campaigns — target and trigger emails based on the synced attributes.
• Dynamic variables — insert the values (first name, company, etc.) into personalized content. See Inserting CRM Variables.

Managing and revoking access

All Zapier passwords live in the Manage Zapier panel. If one is exposed or a Zap is retired, revoke it there — Zaps using it will stop authenticating, so generate and swap in a new one if the Zap should keep running.

Frequently asked questions