Zapier Checkout Integration

Step 1 – Ensure your Software Does not Already Integrate with Hyros

Most of the time you will be able to easily integrate directly with your checkout, payment processor or CRM in order to send sales into Hyros. We highly recommend following the initial guides HERE first, and only using this guide if you have a unique system that does not directly integrate with Hyros.

Step 2 – Track your Funnel Pages

Copy the universal script below and add it to the <head></head> code of all of your funnel pages, including your checkout pages if possible.

If you have a sales call funnel and your sales team checkout, please do NOT add this script to your checkout page, otherwise your sales team will be tracked and associated with the sale. For more information on this please see HERE.

Step 3 – Set up the Zap

Please see the Hyros Zapier invite link HERE or below in the written guide.

Be sure to watch the video set up first and use these written directions as a quick reference guide.

1- Ensure you have completed your initial set up instructions for the funnel you would like to track and confirmed your system does NOT have a native integration HERE

2- Ensure you are logged into Zapier and access our Zapier app via our invite link HERE.

3- Find your checkout or processor under Zapiers integration list

4- Set your trigger event to be something related to a new payment, new charge or new customers. These options will be different for each system.

5- Check the data that is recorded in Zapier and ensure the customer email, product name and product purchase value are recorded.

6- Click test and continue to move to the HYROS Zapier step

7- Make the action event “Create Sale”

8- Under API key place your HYROS API key found under Settings ->Profile

9- Under “Item Name” select a piece of data from the sent in the information that clearly identifies the product name. This will automatically find the name of new product sales in the future.

10- Under “Email Address” find the customer’s email of the purchase and select it. This will automatically find the email address associated with new product sales in the future.

11- Under “Price” find the sale value of the new product sale. This will automatically find the product sales value in the future.

12- The remaining forms are an option and can be skipped.

13- Click done and then press the test and continue. You will see the customer sent into your HYROS account in the sale reporting area HERE.

14- Be sure to activate the Zap by switching it to “ON”. This will complete the ZAPIER integration of your checkout or processor.

Use this guide if you are trying to send sales from Wix into Hyros, and do not have an option of sending the same sales from a direct integration at payment processor level (for example Stripe).

If you are not sure about this, please ask the support team for further assistance based on your unique businesses.

 

Please see the Hyros Zapier invite link HERE.

When do you need to track Calls with Zapier?

Most of the time, you should be able to track calls simply by following our initial setup documentation HERE. There is no need to use zapier for call tracking.

The most common reason to track calls with zapier is when you are using appointment setters. If they are setting calls manually, and the lead is not booking the call themselves, then tracking calls via the normal flow will track your appointment setter and cause attribution issues.

Zapier helps us work around this by sending the call without tracking the appointment setter.

If you are unsure if this applies to you, please reach out to the support team before moving forward, so we can clarify if this is the best way to track calls for your unique business.

Written Setup Guide

Step 1 – Ensure your appointment Setters are NOT being redirected to a tracked page after they book a call. 

In the case of Acuity, if you have followed the standard call tracking setup you need to remove code you placed here:

This will prevent your team from being redirected to a tracked page.

Step 2 – Ensure Your Appointment Setters use the lead’s Opt-In Email when Booking a Call

Because we are not tracking your appointment setters, we are also not tracking the email entered on the form with our universal script that you installed on your site.

This means if the lead originally opted in with the email “LeadOptIn@hyros.com”, and then the appointment setter books the call with the email “LeadCall@hyros.com”, we have no tracking information to link these 2 emails together.

We therefore rely on the emails matching to track the call correctly. The appointment setter needs to input the same call booking email as we tracked when they initially opted in, so we can track the call correctly back to the original lead and source.

Step 3 – Setup the Trigger in Zapier

  1. Click the link HERE to accept the Hyros-Zapier invite.
  2. Create a new zap, and Choose “acuity scheduling” as the app and under the event field select “New Appointment”:
  3. Click continue and then log in to acuity following the prompts.
  4. If you only want to track calls from a specific calendar or a specific call type, you can select them here. If you want to track all calls via zapier leave these fields blank:
  5. Click continue and test the trigger. If successful move on to the next step.

Step 4: Set up the Action in Zapier

  1. Choose the “Hyros” App.
  2. Select “Create Call” as the action event:
  3. Click continue and then find the API key from your Hyros account under your profile settings:
  4. Back in zapier, use these instructions to fill in the sale event fields:

    API Key: Insert the API key from the previous step.
    Lead IP: Leave Empty.
    Event Name: if you would like to track each appointment type as a seperate call event inside Hyros, select the field “appointment type” from the dropdown.
    Please note that if you would like to track all call events under the same event in Hyros, you can also just manually type “Call” in this field instead as shown here:

    Email Address: Select the “Email Address” Field from the dropdown.
  5. Scroll down and fill in the final fields:

    Price: 0
    Price Format: Empty
    ID: Empty
    Date: Empty
    First Name: Optional (Select the field for “First Name” if desired)
    Last Name: Optional (Select the field for “Last Name” if desired)
  6. Click continue and test the event

    You should see the test event inside your sales data tab under calls, which you can find in your Hyros account HERE.Please note that sometimes zapier events can take slightly longer than usual to be sent into Hyros. If you do not see the test events after 30-60 minutes (to allow for any delays in the data), then please reach out to the support team.Otherwise, this conclude the setup.

 

When do you need to track Calls with Zapier?

Most of the time, you should be able to track calls simply by following our initial setup documentation HERE. There is no need to use zapier for call tracking.

The most common reason to track calls with zapier is when you are using appointment setters. If they are setting calls manually, and the lead is not booking the call themselves, then tracking calls via the normal flow will track your appointment setter and cause attribution issues.

Zapier helps us work around this by sending the call without tracking the appointment setter.

If you are unsure if this applies to you, please reach out to the support team before moving forward, so we can clarify if this is the best way to track calls for your unique business.

Written Setup Guide

Step 1 – Ensure your appointment Setters are NOT being redirected to a tracked page after they book a call. 

Step 2 – Ensure Your Appointment Setters use the lead’s Opt-In Email when Booking a Call

Because we are not tracking your appointment setters, we are also not tracking the email entered on the form with our universal script that you installed on your site.

This means if the lead originally opted in with the email “LeadOptIn@hyros.com”, and then the appointment setter books the call with the email “LeadCall@hyros.com”, we have no tracking information to link these 2 emails together.

We therefore rely on the emails matching to track the call correctly. The appointment setter needs to input the same call booking email as we tracked when they initially opted in, so we can track the call correctly back to the original lead and source.

Step 3 – Setup the Trigger in Zapier

  1. Click the link HERE to accept the Hyros-Zapier invite.
  2. Create a new zap, and Choose “Calendly” as the app and under the event field select “Invitee Created”:

3. Click continue and then log in to acuity following the prompts

4. Select one event from your Calendly account:

5. Click continue and test the trigger. If successful move on to the next step.

Step 4: Set up the Action in Zapier

  1. Choose the “Hyros” App (Latest version)
  2. Select “Create Call” as the action event:

3. Click continue and then find the API key from your Hyros account under your profile settings:

4.Back in zapier, use these instructions to fill in the sale event fields:

Call Name: Call

Email Address: Select the “Invitee Email” Field from the dropdown.

Phone Numbers: Select the field for Phone Number, in this example is “Questions:Phone Number” (Optional)

6. Click continue and test the event.

You should see the test event inside your sales data tab under calls, which you can find in your Hyros account HERE.

Please note that sometimes zapier events can take slightly longer than usual to be sent into Hyros. If you do not see the test events after 30-60 minutes (to allow for any delays in the data), then please reach out to the support team.

Otherwise, this conclude the setup. You can hit the Publish Zap button.

 

When do you need to track Calls with Zapier?

Most of the time, you should be able to track calls simply by following our initial setup documentation HERE. There is no need to use zapier for call tracking.

The most common reason to track calls with zapier is when you are using appointment setters. If they are setting calls manually, and the lead is not booking the call themselves, then tracking calls via the normal flow will track your appointment setter and cause attribution issues.

Zapier helps us work around this by sending the call without tracking the appointment setter.

If you are unsure if this applies to you, please reach out to the support team before moving forward, so we can clarify if this is the best way to track calls for your unique business.

Written Setup Guide

Step 1 – Ensure your appointment Setters are NOT being redirected to a tracked page after they book a call. 

Step 2 – Ensure Your Appointment Setters use the lead’s Opt-In Email when Booking a Call

Because we are not tracking your appointment setters, we are also not tracking the email entered on the form with our universal script that you installed on your site.

This means if the lead originally opted in with the email “LeadOptIn@hyros.com”, and then the appointment setter books the call with the email “LeadCall@hyros.com”, we have no tracking information to link these 2 emails together.

We therefore rely on the emails matching to track the call correctly. The appointment setter needs to input the same call booking email as we tracked when they initially opted in, so we can track the call correctly back to the original lead and source.

Step 3 – Setup the Trigger in Zapier

  1. Click the link HERE to accept the Hyros-Zapier invite.
  2. Create a new zap, and Choose “OnceHub” as the app and under the event field select “Booking Scheduled”:

3. Click continue and then log in to Schedule Once. Copy all these details from your Schedule Once account to continue setting up Zapier:

4. Next, click Test Trigger and then select a booking event from the first dropdown:

5. Click continue and if successful move on to the next step.

 

Step 4: Set up the Action in Zapier

  1. Choose the “Hyros” App (Latest version).
  2. Select “Create Call” as the action event:

3. Click continue and then find the API key from your Hyros account under your profile settings:

4. Back in Zapier, use these instructions to fill in the sale event fields:

Call Name: Call

Email Address: Select the “Customer Email” Field from the dropdown

Phone Numbers: Select the field for “Customer Mobile Phone” (Optional)

6. Click continue and test the event.

You should see the test event inside your sales data tab under calls, which you can find in your Hyros account HERE.

Please note that sometimes zapier events can take slightly longer than usual to be sent into Hyros. If you do not see the test events after 30-60 minutes (to allow for any delays in the data), then please reach out to the support team.

Otherwise, this conclude the setup. You can hit the Publish Zap button.

When do you need to track Calls with Zapier?

Most of the time, you should be able to track calls simply by following our initial setup documentation HERE. There is no need to use zapier for call tracking.

The most common reason to track calls with zapier is when you are using appointment setters. If they are setting calls manually, and the lead is not booking the call themselves, then tracking calls via the normal flow will track your appointment setter and cause attribution issues.

Zapier helps us work around this by sending the call without tracking the appointment setter.

If you are unsure if this applies to you, please reach out to the support team before moving forward, so we can clarify if this is the best way to track calls for your unique business.

Written Setup Guide

Step 1 – Ensure your appointment Setters are NOT being redirected to a tracked page after they book a call. 

Step 2 – Ensure Your Appointment Setters use the lead’s Opt-In Email when Booking a Call

Because we are not tracking your appointment setters, we are also not tracking the email entered on the form with our universal script that you installed on your site.

This means if the lead originally opted in with the email “LeadOptIn@hyros.com”, and then the appointment setter books the call with the email “LeadCall@hyros.com”, we have no tracking information to link these 2 emails together.

We therefore rely on the emails matching to track the call correctly. The appointment setter needs to input the same call booking email as we tracked when they initially opted in, so we can track the call correctly back to the original lead and source.

Step 3 – Setup the Trigger in Zapier

  1. Click the link HERE to accept the Hyros-Zapier invite.
  2. Create a new zap, and Choose “YouCanBook.Me” as the app and under the event field select “New Booking”:

3. Click continue and then log in to YouCanBook.Me. Inside your Youcanbook.Me account, go to Integrations, click Connect with Zapier and grab the Zapier key to connect your account.

Copy the API key above and paste it into the pop window in Zapier to connect the systems.

4. Next, in Set up Trigger section,  ensure you select your scheduler:

5. Next, click Test Trigger and then select a booking event from the first dropdown:

6. Click continue and if successful move on to the next step.

Step 4: Set up the Action in Zapier

  1. Choose the “Hyros” App (Latest version).
  2. Select “Create Call” as the action event:

3. Click continue and then find the API key from your Hyros account under your profile settings:

4.Back in zapier, use these instructions to fill in the sale event fields:

Call Name: Call

Email Address: Select the “email entered on the booking form” Field from the dropdown

6. Click continue and test the event.

You should see the test event inside your sales data tab under calls, which you can find in your Hyros account HERE.

Please note that sometimes zapier events can take slightly longer than usual to be sent into Hyros. If you do not see the test events after 30-60 minutes (to allow for any delays in the data), then please reach out to the support team.

Otherwise, this conclude the setup. You can hit the Publish Zap button.