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Instructions on how to use the Opinion Stage Zapier integration

Sharon Luria avatar
Written by Sharon Luria
Updated over 6 months ago

What is Zapier?

Zapier is an online automation tool that connects various web applications and services to automate workflows, significantly saving time and increasing productivity.

It allows you to create Zaps, automated workflows that start with a trigger (e.g., form submission) followed by one or more actions (e.g., adding the email gathered in the form to a MailChimp list).

Follow these steps to create an integration:

Step #1 - Create an item

Create an Opinion Stage item (form/survey, trivia quiz or personality quiz) and publish it

Step #2 - Create the Opinion Stage Trigger

  1. Create an account on Zapier if you don't already have one, and go to the Zap builder

  2. Click the + Create button and select Zaps.

  3. The following screen will be displayed: give your zap a name.

4. Add Opinion Stage as the trigger, by clicking the Trigger box and searching for Opinion Stage in the app search popup that is displayed

5. in the sidebar opened on the right, select New Response in the Event drop-down, and click the Continue button

6. In the Account tab, follow the instructions to connect to your Opinion Stage account and then click the Continue button

7. In the Trigger tab, search for or select the item (e.g. quiz, form or survey) you would like to add to the automation, and then click the Continue button.

8. In the Test tab, you can test your item to see that the submission data is received in Zapier. When done testing, click the Continue with selected record button

Step #3 - Configure the Action app

  1. You can now select the Action app to which you want to send the information by clicking the Action box and searching for the app. In our example, we will choose Mailchimp, but you can select any of the 7000+ apps supported by Zapier.

2. You can now select the event; in our case, we will choose to add an email subscriber to Mailchimp based on the email we gather in the Opinion Stage item

3. In the Account tab, connect to your Mailchimp account and click the Continue button

4. In the Action tab, we'll map the fields received in the Opinion Stage form (e.g., name, email, etc.) to the corresponding fields in the Mailchimp list

5. In the Test tab, we'll test the integration and publish it by clicking the Publish button.

From this point on, every time the Opinion Stage form is submitted, an email subscriber will be created on Mailchimp.

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