Quiz Integrations - JotForm, Zapier, Integromat (We Use StrideSalesCRM.com Now)

All right so in this video i am going to be going over the quiz integration from jot form to slack to close io to active campaign to a custom audience all right and this is basically something that you can set up either on zapier or on integromat now zapier is a bit more uh user friendly it's a bit more beginner friendly it's a bit easier to use integromat is a bit more developer friendly and it does have a bit less integrations

And some less features so i'm going to be going over this uh setup on xavier but just to quickly show you what the integromat one looks like so it looks like jotform watching a submission create or update a contact in activecampaign add a tag update contents list status create a lead create a note in close io and then add email to custom audience now i don't have the slack scenario added in because i'm going to show you why in just a

Second jotform that has its own slack native slack integration it's sort of a new feature but in the zap i do have it so i'm going to walk you through step by step how to set up this zap okay so the first trigger is the new submission in jotform alright so we have our drop form new submission event then it's connected to our drop form account it is set up to our form alright so our quiz and then once that submission

Comes in we are going to send a channel message in slack all right so that is the event to our slack account and it is going to go to our leads channel alright so we have a dedicated channel just for new applications coming in so new questionnaire and then it basically just has all the different questions and answers that that new prospect filled out all right that is for our questionnaire bot now you can have this slack trigger integrated in your

Zap or your integromat or you can actually go over to jot form and integrations in the integration section of your quiz you will be able to see slack directly integrated so you can set up the integration set it up to automatically send over to that channel and you will be good to go you can save a bit of runs on zap on zapier so you don't you don't have to waste that additional zap all right after that we're going to find

Or create a lead in close io so this is our crm that we'll be using okay so find lead is the event all right we're going to choose our close i o account and then the action is to find the lead using the email that they submitted in the application if the lead does not exist you're going to check this so to create a lead in close we're going to set the status to potential okay and then the contact we're going

To add the name title email whatever information you have whatever information you want to add okay and then if i scroll down we are going to create a note in close so we're going to grab that lead id so you can grab the lead id from the previous action and close and then we're going to add the application of the quiz into our close i o note so when the sales rep um is you know dealing with the lead they're actually

Going to be able to see the application that is attached to that lead in our crm okay and then we are going to update the lead and close so we have the you can add different things like the agent id um the different utm parameters if you are using the quiz attribution tracking code on your quiz then you can just add those in but the main thing we are going to do is submitted questionnaire it's a drop down menu we are

Going to select yes all right so this just allows us to see that the uh you know the lead actually submitted the questionnaire all right and then next is the active campaign so we are going to create slash update contact inactive campaign so that is the action and event we're going to choose our account and then we are going to add the email address all right you can add the names and stuff if you want but what we're going to do

Is we're going to apply this tag of questionnaire and then i add a little star here just to know that it came from zapier so if it came from our automation all right and then finally we are going to set up our facebook custom audience so we're going to add email to custom audience so we're going to choose that event connect our account and then set up the action so choose the ad account choose the custom audience and then choose the

Email all right so that is that for the job form to slack to close i o active campaign and custom audience integration all right with the custom audience you'll be able to run ads to them to retarget them or do a bunch of different things so this is the zap alright that is that for the integration you can do the exact same thing on integromat and that is that for this video i will see you in the next one