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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…

Updated 12 hours ago 3 min read
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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.

Step 1 — Activate the integration in Personyze

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

The Zapier card in the Personyze Integrations grid.
In Settings → Integrations, find the Zapier card and click Configure. Click to enlarge.

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.

The Manage Zapier panel.
Click Generate new password. Use it together with the username api to connect Personyze in Zapier. You can create several and revoke any of them later from this panel. Click to enlarge.

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.

The Create or Update User step in Zapier.
In the Personyze Create or Update User action, map fields — Email, First name, Last name, Phone, Industry, Account type, CRM ID, and more — to static text or to variables from your trigger. Click to enlarge.

Step 5 — Test the Zap

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

Testing the Zap — a user sent to Personyze.
On the Test tab, Zapier sends a sample user and confirms a user was sent to Personyze. Publish the Zap once the test succeeds. Click to enlarge.

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.

The pushed user in the Personyze Users dashboard.
The user shows up under Dashboard → Users. Click a profile to see its identity, session activity, and the profile fields your Zap populated. Click to enlarge.

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.