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 your Zap in Zapier
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: Now for Action, search and select ClickFunnels.
Step 10: After selecting Click Funnels as the App:
Select "Update or Create Contact (By Email Address)" for Action Event
Then Add your ClickFunnels Account
Finally hit "Continue."
Step 11: Under Configure hit the + sign to add the matching fields for Email Address.
If you are collecting First Name, Last Name, and Phone Number in your Interact Opt-In form, select and match those fields as well.
Step 12: Scroll down and under Custom Attributes hit the + sign.
Select Add Tag: Interact Quiz Result
And then type "Quiz Result" next to the tag
Scroll down and check "Create ClickFunnels Contact if it doesn't exist yet"
Finally hit Continue
Step 13: Hit Test Step and then Publish 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 Leads in Click Funnels
Step 1: Select Customer and then hit Contacts in your Click Funnels Account.
Step 2: Click on a Lead. Under the Lead, you can see the Quiz Result that the lead received.
