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Zapier Integration

Zapier enables users to connect IdeaRoom configurators to other tools by catching data via webhooks and passing it into another application.

Updated over 3 weeks ago

IdeaRoom offers two integration options for Zapier.

  • Basic: we set up an end point only. The client is responsible for all further mapping and testing into the destination system.

  • Advanced: We assist the client with training or troubleshooting required to map the data into their destination system. This is an additional hourly fee through our professional services team.

Steps

1. Get Started with Zapier

  • Setup your Zapier account. A paid account may be necessary if handling high volumes of requests.

  • Log in to Zapier

  • Click “Make a Zap” in the top-left corner.

2. Set Up the Trigger

The trigger defines the event that starts the Zap – in this case, receiving data from IdeaRoom.

  • Choose App & Event

    • Search for and select “Webhooks by Zapier”.

    • For the trigger event, choose “Catch Hook”.

    • Click “Continue”.

Copy Webhook URL

  • Zapier generates a Custom Webhook URL (e.g., https://hooks.zapier.com/hooks/catch/1315881/jfiwa1/).

  • Copy your custom URL and share with IdeaRoom service team

You will need to wait for an IdeaRoom service team member to confirm they have entered your URL before proceeding.

3. Test the Trigger

  • Return to Zapier and click “Test Trigger”.

  • This should return a sample payload from IdeaRoom (e.g., a recent quote or design save).

  • Confirm that data is being successfully received.

4. Set Up Ad Campaign Tracking (Optional but Strongly Recommended)

If you want to track ad campaign performance using UTM parameters, do this before saving the Zap:

  • Setup UTM query parameters like utm_source, utm_medium, utm_campaign.

  • IdeaRoom includes these in the JSON payload if configured correctly.

  • Zapier will only display these fields if they are present in the initial test payload.

⚠️ Important: If UTM fields aren’t included during setup, they won’t appear in the field list, and you may need to recreate the Zap or refresh the field list manually.

Helpful Links:

5. Add an Action (e.g., Create Lead in CRM)

  1. Choose the Destination App

    • Search for the CRM (e.g., Nutshell).

    • Choose the action event, such as “Create Lead”.

  2. Authenticate CRM

    • Enter account credentials for the CRM system.

    • Authorize Zapier to access the CRM.

  3. Map Fields

    • Use Zapier's interface to match fields from the IdeaRoom payload to the CRM’s lead fields (e.g., name, email, phone, quote details, UTM values, etc.).

6. Test and Enable the Zap

  • Use the “Test & Continue” option to push a sample quote into your CRM.

  • Check the CRM to confirm the data is received correctly.

  • Click “Publish Zap” to make it live.

You should expect to see something like this

For more in-depth tutorials please visit https://www.youtube.com/@Zapier

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