Connecting your Quiz to Zapier
Step 1: Turn on "Lead Generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Fields information you would like to collect from your quiz takers.
Under Form Settings, select additional settings for your Opt-in Form.
Step 2: Scroll down and customize your Opt-in Form. Then click "Save & Continue."
Step 3: Under Connect your email list, choose Zapier from the list of integrations.
Step 4: Here you will see your Interact API Key. Copy the API key, this is required for the next setup steps. You'll be pasting this API Key during your Zap setup.
Creating and connecting your Zap to Pillar
Step 1: Log in to your Zapier account and click " + Create" and then "Zaps."
Step 2: Choose Interact as the Trigger App.
Step 3: Select "New Lead" as the Interact Trigger.
Step 4: Under Account, select your Interact Account.
To connect your Interact Account to Zapier, select "+ Connect a new account"
Here you will Paste your Interact API Key and select "Yes, Continue to Interact"
Step 5: Then hit "Continue."
Step 6: Under Configure, select the quiz you would like to connect to and then hit Continue.
Step 7: Under Test, select "Test Trigger."
Step 8: Select Lead B and hit "Continue with selected record."
Step 9: For Action, search and select Pillar.
Step 10: Under Setup:
Select "Create Pillar Customer" for Action Event
Then Add your Pillar Account
Finally hit "Continue."
To add your Pillar Account, provide your Pillar email and password. Then hit "Yes, Continue to Pillar."
Step 11: Under Configure:
Hit the + sign to add the matching field for First Name, Last Name, Email Address and Phone Number
Under Source type "Interact forms."
Then hit "Continue"
Step 12: Under Test, select Test Step and then hit Publish on the Zap.
Completing Lead Generation on your Quiz
Step 1: After your Zap is Published, go back to your Quiz Dashboard and hit "Activate Connection" under API Key in Lead Generation.
Step 2: Test your Integration and then hit Publish on your quiz.
Accessing Quiz Leads in Pillar
Step 1: In Pillar click on "Customers." The lead's information is listed.
