Adding contacts automatically (via Zapier)

If you want to send customized emails to your leads automatically, for example, as a drip campaign, then you'll need to connect a third-party automation tool such as Zapier, Pabbly or Make.

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17 steps

7 months ago

1
If you want to send customized emails to your leads automatically, for example, as a drip campaign, then you'll need to connect a third-party automation tool such as Zapier, Pabbly or Make.
If you want to send customized emails to your leads automatically, for example, as a drip campaign, then you'll need to connect a third-party automation tool such as Zapier, Pabbly or Make.
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To connect Zapier, navigate to the Zapier option and click Connect
To connect Zapier, navigate to the Zapier option and click <b>Connect</b><br>
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You will now be prompted to choose or add some variables. These variables will be used for personalization purposes when crafting your video script in the next step. 

You will now be prompted to choose or add some variables. These variables will be used for personalization purposes when crafting your video script in the next step.&nbsp;<br><br>
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Select only the variables you plan to use in your script.
Select only the variables you plan to use in your script.<br>
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Please note that the data for these fields need to be provided by the source of your contacts, such as a CRM or any other tool you wish to specify as the Zapier trigger.
Please note that the data for these fields need to be provided by the source of your contacts, such as a CRM or any other tool you wish to specify as the Zapier trigger.<br>
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After selecting the variables you wish to use for video customization, click Continue.
After selecting the variables you wish to use for video customization, click <b>Continue.</b>
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Next, follow the instructions on the screen to add ReachOutdotAI into your Zapier apps.
Next, follow the instructions on the screen to add ReachOutdotAI into your Zapier apps.
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Click on the link in the first step to send yourself an invitation to add ReachOutdotAI on Zapier.
Click on the link in the first step to send yourself an invitation to add ReachOutdotAI on Zapier.
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Accept the invitation on Zapier, then return to the instructions pop-up and click Create a Zap.
Accept the invitation on Zapier, then return to the instructions pop-up and click <b>Create a Zap</b>.
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Next, select a Trigger.

This is where you need to choose the app you plan to have as the data source for feeding your campaign with contacts. Choose from thousands of apps Zapier integrates with.
Next, select a Trigger. <br><br>This is where you need to choose the app you plan to have as the data source for feeding your campaign with contacts. Choose from thousands of apps Zapier integrates with.
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Next, choose ReachOutdotAI as your Action app and continue.
Next, choose ReachOutdotAI as your Action app and continue.
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Select Add Leads to Campaign from the Action Event dropdown menu.
Select <b>Add Leads to Campaign</b>&nbsp;from the <b>Action Event</b>&nbsp;dropdown menu.
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When prompted, name your connection and enter the API Key that was revealed after selecting the variables.

You can always find your API key in the Integrations tab.
When prompted, name your connection and enter the API Key that was revealed after selecting the variables.<br><br>You can always find your API key in the Integrations tab.
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On Zapier, select the campaign you have just created from the Campaign Name dropdown menu .
On Zapier, select the campaign you have just created from the <b>Campaign Name</b>&nbsp;dropdown menu .
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Next, select the campaign's fields that map to the corresponding fields in your Zapier trigger.
Next, select the campaign's fields that map to the corresponding fields in your Zapier trigger.
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Do remember to turn on your workflow.
Do remember to <b>turn on</b> your workflow.<br>
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Zapier is now connected and is live. You're good to go.
Zapier is now connected and is live. You're good to go.