Add Contact subscription status to Zapier
Tori Meglio
Add the ability to select the imported Contact subscription status to Zapier.
Log In
A
Aaron Shaver
UPDATE: I have been able to successfully pass the 'communication_opt_in' field from Givebutter to edit constituent subscription preference in my CRM via Zapier.
Since new constituents are defaulted to opted-in when created by the integration, my zap looks for GB opt-outs, searches for that constituent in my CRM, then opts-out the contact preferences there.
Here is how I did it for my CRM (Bloomerang):
- In Zapier, trigger on New Transaction in Givebutter.
- Filter for communication_opt_in=FALSE.
- Search for constituent based on firstName, lastName, and emailAddress.
- Set EmailInterestType to 'OptedOut', and set UpdateReason to 'Opt out via Givebutter'
(Note: It doesn't seem like SMS opt-in is seperate from Email opt-in in the current API.)
E
Elevate Actual
GB is allowing customers to pass data to other platforms and have customers be out of compliance with CAN-SPAM laws. GB captures the data (subscription preferences) and this important bit of data really needs to be included via the API, Webhooks, and Zapier.
A
Aaron Shaver
Custom field mapping for integrations would be nice, but I agree with others-- opt-in status is ESSENTIAL information for maintaining good donor relations. It should be part of any direct CRM integration, but at the very least needs to be possible via Zapier.
E
Elevate Actual
This is very important! It needs to be available for Zapier and Webhooks on create or update. Please!!!!
B
Brooke Wojdynski
Yes! This feels necessary in order to begin nurturing our donors using other apps and zapper.
A
Alix Haber
Is there any update on this? I agree with Gina -- the integration with mailchimp and constantcontact are basically useless if we can't use subscription status. It looks like this was being worked on a year ago.
G
Gina Downey
This is critical basic information- the integration is basically useless without it. If they are not opted in they should not be zapped over to an email list. So, all of the marketing that says GB integrates with constant contact etc is pointless if subscription status is unknown. You are forced to do it manually anyway. This should be escalated. Looks like it was in progress in March then set back to open. Should be an easy fix. Thanks!
Jesse Saldana
open
Tori Meglio
in progress
Special Needs Respite Inc
Tori Meglio: FANTASTIC!
E
Elevate Actual
Tori Meglio Any update on the status of this one?
Liran Cohen
planned
E
Elevate Actual
Liran Cohen - is this planned for delivery? Seems like a very long development process ;-)
Load More
→