🎉 Customer Fields + Zapier is now available! 🎉

You can now connect Customer Fields to Zapier. With Zapier, a countless number of powerful tasks can be automated, such as:

  • Create/update leads in Zoho CRM when a CF form is submitted
  • Add customer to a subscriber list in Mailchimp when their account is updated with their birthday
  • Take form submission data from CF and save it into a Google Sheet
  • Get a Slack notification when a new customer is created in CF
  • Create a new user or ticket in Zendesk when a CF form is submitted

Use Zapier to integrate Customer Fields with over 2,000 other apps

Zapier is integrated with over 2,000 apps, so there's a good chance the app you need to connect with Customer Fields is already supported by Zapier 😎

Connect to your store

You can connect Customer Fields to Zapier by following the instructions below:

  • Login to your Zapier account
  • Search for Customer Fields from the My Apps page, or search for Customer Fields when creating a new zap. In either case you should see a result for Customer Fields with a badge that reads 'BETA'.
  • You can also find Customer Fields on Zapier using this link: https://zapier.com/apps/customer-fields/integrations
  • Once you select Customer Fields, a new window will open asking you to login or confirm your store URL. Once you continue, you will need to click the Authorize button to allow Zapier to connect to your store.
  • Note: You will need to be on the app's 'Advanced' plan in order to connect with Zapier, since Zapier requires API access.

After you have authorized Zapier, you can start creating and configuring zaps using the Customer Fields app!

Configure your zaps

Triggers

There are 5 separate Customer Fields (CF) triggers available in Zapier:

  1. New form submission - triggers when a customer submits a specific CF form. To configure this trigger, select a form and then pull in some submission data to create your zap.
  2. New customer - triggers when a new customer is created in CF. To configure this trigger, pull in some data for a new customer to create your zap.
  3. Updated customer - triggers when a customer is updated in CF. To configure this trigger, pull in some data for a recently updated customer to create your zap.
  4. Customer added to segment - triggers when a customer is added to a new segment in CF. To configure this trigger, select your segment (no segments with custom events or relative date filters will be shown) and then pull in some data to create your zap.
  5. Customer event occurred - triggers when a specific customer event occurs. To configure this trigger, select your desired customer event and pull in some data to create your zap.

Actions

There are 3 separate Customer Fields actions available in Zapier:

  • Create customer - creates a new customer record in Customer Fields (and Shopify). To configure this action, select a form to show its data columns, or alternatively, show all data columns. Use these data columns to map data when creating your zap.
  • Update customer - updates a new customer record in Customer Fields (and Shopify). To configure this action, you need to define the Shopify ID or Customer ID to specify which customer to update. Once you specify the Customer ID, you can select a form to show its data columns, or alternatively, show all data columns. You can then use these data columns to map data when creating your zap.

Pro tip: Since a Customer ID is required when performing the update customer action, it's best to use the Find customer action before the update customer action so you can get a Customer ID in your data-set.

  • Find customer, (and optionally create if not found) - searches for a customer by a certain field, and optionally creates a new customer record in CF/Shopify if no match is found. To configure this action, you will need to specify which field you want to use for your search:
  • Shopify Customer ID
  • Customer Fields ID
  • Email address
  • Phone number

You also have to the option to create a new customer if no customer is found. Again you'll need to select a form to show its data columns, or alternatively, show all data columns. You can then use these data columns to map data when creating your zap.

Have questions or need help?

  • If you have any questions about triggers or actions associated with Customer Fields, please reach out to our support team and we'll be happy to assist 😊
  • If you have general questions about Zapier or integrating with other apps, please visit Zapier's help page

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