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How to set up a Zapier Integration
How to set up a Zapier Integration
Written by Aniko Villeneuve
Updated over a week ago

Using the new Loop Zapier integration, you can automate feedback collection easily and effectively.

To get started, make sure you have configured an email distribution for your desired survey. To do this, contact your customer success manager, or reference the email distribution help center article. Once you have your survey set up for email distribution, the integration process can be started.

To use the Loop Zapier integration, an API key and account id are needed. These can be obtained from your customer success manager. With your authorization credentials in hand, head to your desired zap, and proceed to add an action. Add the Loop Experience Platform app.

In the event input box, select “Send Survey”

You will then be prompted to choose an account. Select the “Choose” option. If you have a configured account, you can select that here, otherwise select “Connect a new account”.

You will then be redirected to the connection screen. Enter your credentials into the account id, and API key inputs, and select the production environment.

You will then be redirected back to the zap edit screen with your account selected. Clicking continue will direct you to the action form. This requests a survey to send, and an email to send it to. Select your desired survey from the provided drop down.

Enter the desired recipient email address. You can do this explicitly, or provide data from a trigger. Clicking continue will direct you to the test page. You can click ”Test action”, and a survey will be sent to the email address entered in the previous step. If you do not want to test the action, you can click “Skip test”.

Finally, you can continue working on other components of your zap. When you are finished, you can click “Publish” to start the integration.

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