Zapier Integration: Beaconstac Product Update

63% of companies that are outgrowing their competition are using automation. The reason?

It’s simple. Automation in marketing saves time, increases customer engagement and drives upselling.

So, why aren’t more companies using it?

Zapier Integration Beaconstac Product Update

What is Zapier?

How to set up your Zapier account

What can you do with the Zapier integration?

What more can you do with your Zapier?

According to CircleResearch and B2B marketing, 61% of companies surveyed found the implementation process difficult.

This is why, we decided to help you automate your tasks better, faster and make the process easier by integrating Zapier with our QR Code Solution.

What is Zapier?

Zapier is an online automation tool that connects over 1,500 apps. You can create custom workflows so that when one action is triggered, an automated task starts running in the background. And, you can do all this without any coding or relying on developers.

You might like: Getting Started with Zapier

How to set up your Zapier account

1. Sign up for Zapier using your email address or Facebook or Google Account.

2. On the Zapier dashboard, click on ‘My Apps’

3. Under ‘My Apps’, you will find ‘Connected Accounts’. Search for Beaconstac and click on it.

4. A new window will pop-up. Enter your Developer Token and Organization ID here. (You can find this information under ‘My Account’ on the Beaconstac dashboard.)

5. And, you’re done! Now you can start creating Zaps.

What can you do with the Zapier integration?

Get notified every time a user scans your QR Code

Need to know if your QR Code campaign is working?

Now, you or your team can get notified via Gmail or Slack whenever a user scans your QR Code. This is fruitful for pilot tests, split A/B testing, ensuring scannability when a customized QR Code has been used and the overall efficacy of a campaign.

Set up this Zap

Click on ‘Make a Zap’ on the dashboard

STEP 1: WHEN THIS HAPPENS

#1. Choose App & Event

Search for Beaconstac in the list of apps

#2. Choose Account

Select your Beaconstac account and click on Continue

#3. Find Data

Zapier tests if they are able to find data from your account. If you have created and scanned a QR Code, Zapier will pull in sample data.

STEP 2: DO THIS

#1. Choose App & Event

Search for the app you want to connect. Let’s say you want to connect Gmail. Search for and select Gmail.

Now, Choose the Action Event. You can choose from a bunch of options – send an email, create a draft, or search for an email. For this particular Zap, choose ‘Send an Email’

#2. Choose Account

Connect your Gmail account by signing in.

#3. Customize Email

Only 2 fields are mandatory here – the body and the subject. To trigger emails to your account, enter the email address in the ‘TO’ field.

#4. Send Data

Again, Zapier will test this integration to see an email can be successfully sent.

Turn on your Zap to make it live.

You might like: How to create a custom QR Code (+ 9 Design Tips)

Automate repetitive data entry

Instead of sending notifications on email or Slack, you can also trigger the creation of a new row with data in a Google Sheet.

This can help you gather data effectively and present it to help you create a robust marketing strategy

Set it up

Follow Step 1 as mentioned above.

STEP 2: DO THIS

#1. Choose App & Event

Search for Google Sheets and select it.

For the Action Event, select ‘Create Spreadsheet Row’.

#2. Choose Account

Connect your Google account by signing in if you haven’t already.

#3. Customize Spreadsheet Row

The mandatory fields here are ‘Worksheet’ and ‘Spreadsheet’ so that you can create a new row in the right file.

#4. Send Data

Click on ‘Test & Continue’ to allow Zapier to test this integration to see a new row is created.

Turn on your Zap!

Explore More Zaps

Additional read: Find out how you can integrate Microsoft Excel with Beaconstac using Zapier

What more can you do with Zapier?

You can change the Trigger Event to ‘New Form Response’ and send leads an email when they leave their email address in a lead generation or feedback form. Realtors, retailers, SMBs can use this to send leads or customers a welcome email, their latest newsletter, use their email to start a drip campaign using MailChimp.

Instead of creating a one-step integration, you can also create multi-step Zaps to connect more apps.

You might like: The complete guide to multi-step Zaps

Tell us what tasks would you like to automate

Author Details

Sneh Ratna Choudhary

Sneh is a Content Marketing Manager at Beaconstac and has a penchant for all things tech and startups that improve human lives. She adores dogs, Radiohead, and Michael Gary Scott.

[email protected]