This guide walks you through connecting Interact with Simplero so quiz leads are automatically added as new contacts in your Simplero account.

You’ll be able to:

Send quiz leads to Simplero in real time
Choose which Simplero list new leads should be added to
Map quiz results and answers to Simplero contact fields
Use quiz data for segmentation, automation, and email campaigns

Before you start

Make sure you have the following:

An active Interact account
An active Simplero account
Permission to authorize OAuth connections in Simplero
At least one created quiz in Interact

💡 Note: This feature is only available in the latest Interact user dashboard at app.tryinteract.com. Log in there to access it.

Step 1. Connect Simplero integration

Log in to Interact.
From your dashboard, go to Quizzes.
Click Edit to open quiz builder.
Go to Lead Generation > Integrations.
Find Simplero and click Connect.
Paste your Simplero API KEY.
Click Connect.

You’ll see a confirmation once the connection is successful.

Step 2. Map quiz results to Simplero

When someone completes your quiz, Interact can take different actions in Simplero based on the quiz result they receive.

In the integration setup flow, go to the Results step.
You’ll see each quiz result listed separately.

For each quiz result, you can choose what happens in Simplero by adding actions.

Available actions for Simplero include:

Add to List
Update Contact Field
Add Tag to Contact

❗ Important: Each quiz result must have Add to List set. If you do not add a list for a result, other actions you configure for that result may not run as expected.

Add to Contact List

Click Add actions.
Find Add to List.
Select the Simplero list from the dropdown you want quiz leads added to.

💡 Tip: Many customers create one Simplero list per quiz to keep segmentation clean.

Add Tag to Contact

Click Add actions.
Find Add Tag to Contact.
Select the tag you want applied for that quiz result.

❗ Important: Make sure the same quiz result also includes Add to List (and that it’s set to the correct list) before relying on tags for segmentation or automation.

Update Contact Field

You can store the quiz result directly on the Simplero contact record.

Click Add actions.
Find Update Contact Field.
Select the Simplero contact field you want to update.
The value defaults to the quiz result title, but can be customized if necessary.

Step 3. Map quiz answers to Simplero (optional)

In addition to quiz results, you can also send individual quiz answers to Simplero and use them for segmentation and automation.

This works the same way as mapping quiz results, but instead of triggering actions based on the final result, actions are triggered based on how someone answers a specific question.

💡 Tip: Quiz answers are great for capturing preferences, intent, or qualifiers (for example: budget, experience level, or goals).

Step 5. Map opt‑in form fields to Simplero

Next, connect your Interact opt‑in form fields to Simplero contact fields.

Go to the Fields step in the setup flow.
You’ll see Interact fields on the left and Simplero contact field mappings on the right.
Click the dropdown on the right of the form field you want to map (None Selected means it is not mapped).
Select the Simplero contact field you want to receive that value.

❗ Important: If your Simplero setup requires certain fields, make sure those required fields are mapped before sending a test lead.

Step 6. Send a test lead

Before your integration is fully active, you’ll need to send a test lead.

This step verifies the connection between Interact and Simplero and activates the integration.

Click Send test lead.
Fill out all Opt‑In Form fields to send as test lead information.
(Optional) Navigate to Quiz Data tab to customize test quiz data.
Click Send test lead to submit.
Log in to Simplero and verify the contact was created/updated successfully and added to the correct list.

Step 7. Publish your quiz

Any changes you make to your integration won’t be live until your quiz is published.

Before sharing your quiz:

Click Publish in the top-right corner of the quiz editor.
Confirm your changes by clicking Publish changes.

Once published, your Simplero integration will be active on the live version of your quiz.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.

Disable Simplero integration for your quiz

If you want to stop sending leads from a specific quiz to Simplero, you can disable the integration without disconnecting your Simplero account.

Edit the quiz in Interact.
Go to Lead Generation > Integrations.
Navigate to Connect step.
Click Disable.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.

Once disabled, new quiz submissions from this quiz will no longer be sent to Simplero. Your Simplero account remains connected and other quizzes are unaffected.

❗ Important: After disconnecting an integration from your quiz, your opt-in form will remain disabled until a new or existing integration is connected. Select .csv File Download to keep your opt-in form enabled with no integration connected.

Disconnect your Simplero account

Disconnecting your Simplero account removes the authentication between Interact and Simplero entirely. This is similar to uninstalling the integration.