1. What is Zapier and how does it work with Upfluence?
Zapier allows you to connect web applications without coding. By integrating Upfluence with Zapier, you can:
Identify potential influencers from any Zapier-connected application
Automate influencer discovery by matching email addresses
Sync identified influencers into your Upfluence Community
Each workflow (called a Zap) consists of:
A Trigger App (where data comes from)
An Action App (where data is sent)
How to set up the Zapier integration
1. Create your Zapier account
If you don’t have a Zapier account, sign up here: Zapier sign-up
2. Create an Influencer Matching campaign in Upfluence
Open the Live Capture app in Upfluence, click +New Live capture.
Name your matching, select Influencer Matching > Zapier
Click "Save".
Now, proceed to set up your Zap in Zapier.
3. Select your Zap template
Choose a Zap template from Upfluence's Zapier integration page.
If you don’t find a suitable template, browse Zapier’s library of integrations.
4. Connect a trigger app
Select a Trigger App (where the influencer data originates).
Search for your preferred app (e.g., Salesforce).
Choose a Trigger event that includes email addresses.
Click "Continue" and connect your app account.
Test the connection to ensure it works.
Example:
If you select Salesforce, choose the event to sync with Upfluence (e.g., when a new lead is added).
5. Connect Upfluence as the Action app
Search for "Upfluence" in Zapier.
Select "Match Influencer" as the Action event. Click "Continue".
Log in to your Upfluence account if prompted.
Allow Zapier to connect with Upfluence.
6. Map fields and link your matching
Match fields from your Trigger app (e.g., Salesforce) with Upfluence fields.
Select "Email" as the primary field for matching influencers.
Choose the Influencer Matching you want to link to the Zap.
This allows you to track the performance of influencer identification in the Live Capture dashboard.
7. Test and activate your Zap
Review your field mappings.
Click "Create and Continue" to run a test.
If successful, select "Finish".
Name your Zap and turn it on.
That’s it! Your Zap is now live and will automatically identify influencers based on your selected trigger.
3. Where to find your matched influencers
The newly identified influencers will appear in your Upfluence Community.
You can track identification performance in your Live Capture dashboard.
Use filters in your Community to view influencers captured from a specific Live Capture campaign.
To filter:
Go to your Community table view.
Select the Live Capture matching you want to view.
Only influencers from that matching will be displayed.
Frequently asked questions
1. How many Zaps does influencer matching use through Zapier?
Zapier uses one Zap per email for influencer matching, regardless of whether the individuals are influencers.
2. Zaps templates
3. Zapier API Documentation