Using to leverage data from Personzye and to act on it in many third party applications.

In this example, we want to send lead information to a Google Doc. The goal is that whenever Personyze determines user interest, we want to add raw data in the Google Doc in real-time, with lead info and the dynamic interest. The same example can apply to MailChimp and Salesforce, etc.


1. Setting Zapier to trigger from a webhook:

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2. Choose “Catch Hook,” since Personyze will run this webhook once the visitor matches the campaign.

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3. Leave this step empty.

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4. You now have the webhook URL; copy the URL and go to Personyze, and add it to your action (See Step 8).

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5. Now, we set the action to take, once the trigger is received (webhook call was made). In our example, we choose the Google Doc, and we choose “Set New Row.”

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6. Now, we are asked to connect the Google account to select spreadsheets.

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7. After we select the spreadsheet, we set the key where we want the first name to go, etc. The same keys we will set in Personyze, later.

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8. Now, in Personyze, we set the webhook action with the URL from above + the key variables. sWe can choose different types of data sets, from data grabbing from site, such as cart value, or username, or to set fixed data.

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9. After we have set and saved the action, we can trigger the campaign, and if we go to Google Docs, we will see the data added to our Google Doc.

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