Portals PRO Training Video: How to Set Up a Zapier Integration

This article provides an overview of using Zapier integration to automate emails to new customers. This article is just one example of how Zapier integration can help improve your business processes. For more information on what is offered by Zapier, explore their website Zapier.com.

1. From the Helium 10 Dashboard, you can open Portals by selecting the Portals tab at the top of the screen or under the Marketing tab in the left side menu.

Open Portals from the options detailed above.

2. Click the Settings tab at the bottom of the Portals menu on the left side.

Select Settings as explained above.

3. Under the Integrations section, click the copy icon next to your unique Zapier API Key.

Copy the Zapier API Key as explained above.

4. Go to Zapier.com and log in to your account. If you do not have an account, create a free one on their website.

Log in to your Zapier account as explained above.

5. Once logged in to Zapier.com, select My Apps from the left side menu.

Select My Apps as explained above.

6. Type in Portals in the Apps search field and select Connect next to Portals by Helium10.

Search for Portals as explained above.

7. Paste the API key you copied previously into the field and select the Yes, Continue button. The API key allows Zapier to access your Portals through your Helium 10 account.

Paste your API Key as explained above.

8. Once the new Portals connection shows under My Connections, click the more options button and select Test connection to ensure it’s working correctly.

Test your connection as explained above.

9. You will see a message saying Test Successful if it worked correctly.

Test Successful message displayed.

10. Now, let’s make a Zap. Select the Create Zap button on the left side menu. 

Create Zap as explained above.

11. For the App Event section, select Portals by Helium10.

Select Portals as explained above.

12. Enter New Customer in the Trigger Event field and then select Continue.

Enter New Customer as explained above.

13. Select Portals by Helium10 for the Choose Account field and then select Continue.

Select Portals as explained above.

14. On the Set up trigger page, select Custom, enter All into the Page Slug field and then select Continue.

Enter All for Page Slug as explained above.

15. Select Test trigger.

Select Test trigger.

16. You will receive confirmation that the test was successful.

We found a customer! message displayed.

17. For the App Event, select Mailchimp.

Select Mailchimp as explained above.

18. In the Action Event field, select Add/Update Subscriber and then hit Continue.

Add/Updated Subscriber as explained above.

19. Select the Sign in to Mailchimp button and enter your credentials. If you do not have one, you can create a free account.

Sign in to Mailchimp as explained above.

20. Select Allow to authorize Zapier to share data with Mailchimp.

Select Allow to authorize Zapier.

21. Click Continue.

Click Continue as explained above.

22. For the next step, you will need to create an audience within Mailchimp. To create an audience, follow this link for instructions on their website: Mailchimp Audience.

Create an audience with Mailchimp as explained above.

23. Once you’ve created your audience, you can select it on the Customize Subscriber page.

Select the audience you created in Mailchimp.

24. In the Subscriber Email field, select Email. You may have to select the Show All Options button to display email as an option.

Select Email as explained above.

25. In the following two fields, Double Opt-In can be left off and Update Existing should remain on.

26. The fields Replace Groups, Groups, Language Code, and Tags should be left alone. If you are using Tags in Mailchimp and it applies to this Zap, include the tag in this field. 

27. Select First Name and Last Name for each of these fields.

Select first and last name as explained above.

28. The remaining fields are optional. Once you finish reviewing the options, select Continue at the bottom.

29. Review your chosen selections and then select Test & Continue.

30. You should receive a confirmation that the test was successful.

Test was successful message displayed.

31. Select the Turn on Zap button to finish creating your Zap!

Turn on Zap button displayed.

32. Now every time someone uses your Portal, it will automatically add them to your email sequence. Do more research at Zapier.com for more information on other potential uses.

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