Connect Zapier to KlickTipp – Automate Workflows Easily

Advantages of Zapier Integration

• Efficient automation: With Zapier, you can automate recurring tasks such as synchronizing contacts, sending emails or updating data in real time. This not only saves time, but also reduces manual errors.
• Broad app integration: Zapier supports over 5,000 apps, giving you enormous flexibility. You can integrate almost any software you use into your workflow and design your automations according to your individual needs.
• Cost-effective and scalable: Zapier offers a user-friendly pricing structure that is tailored to your actual usage needs. There is a free version for smaller use cases as well as paid plans for larger companies and more complex integrations.
• Optimized workflows: You can create complex, multi-step workflows based on different triggers and conditions. This allows you to perform automated, targeted actions that make your marketing and business processes even more efficient.
• Easy integration: Connecting Zapier with other apps and tools is quick and easy. This allows you to benefit directly from automation without spending time on complex setups or development.
• Flexibility and customization: Zapier gives you the ability to tailor your automations to your specific requirements. Define individual triggers, conditions and actions that fit your workflow exactly.

Step-by-Step Instructions

Prerequisites

• You need an active KlickTipp account.
• API access in KlickTipp is active. This requires a Premium subscription or higher.
• You have a Zapier account.

Connect KlickTipp with Zapier

• Log in to your Zapier account.
• Create a new Zap and choose a suitable trigger event, for example → Contact clicked on Link.
• Connect your KlickTipp account:
  • Click on → Sign in  and log in with your KlickTipp API credentials (username & password) in the pop-up window.
  • As soon as the authentication is successful, you can retrieve your KlickTipp data.

Exemplary Automations

Create KlickTipp Action Event - Google Sheet

Create Zap

• Open the → Zaps area in Zapier and click on → Create Zap.
• Select KlickTipp as the trigger app.

Configure KlickTipp trigger

• Select a trigger event, for example → Tag Added to Contact. This event is triggered as soon as a specific tag is assigned to a contact.
• Click → Continue  and copy the webhook URL that Zapier creates for you.

Create outbound in KlickTipp and test connection

• Go to → Automation → Outbound  and create a new Zapier trigger.
• Give the outbound a name and select the desired manual tag under → Activation tag.
• Insert the webhook URL from Zapier and click → Create outbound.
• As soon as the outbound is created, you can trigger it via → Save & test.
• In Zapier, you can see the loaded data records from KlickTipp after clicking on → Test Trigger.

Connect Google Sheet for the entry of the address on a list

• Select the Google Sheets app under → Action.  Sign in via → Sign in  or select your saved Google access data.
• Set the → Action event  to → Create Spreadsheet Row  to add the contact to the list and click → Continue.
• Now define the storage location of the sheet by selecting → Drive → Spreadsheet → Worksheet.  Also define the column assignment so that the contact is entered in the correct place and click → Continue.
• Test the Zap via → Test Step  and check whether the contact has been entered correctly in the list.

Create KlickTipp Action Event - Calendly booking

Create Zap

• Open the → Zaps  area in Zapier and click on → Create Zap.
• Select a trigger app, for example Calendly.

Configure Calendly trigger

• Select → Invitee Created as the trigger event.
  • This trigger is triggered as soon as a new booking is made in Calendly.
• If you have not yet connected your Calendly account to Zapier, you can do so now. Then click on → Continue.
• Set the desired → Scope (individual user, organization or group) and optionally select → Event Type. Then click on → Continue.
• Test the trigger with → Test Trigger  to check whether the data is successfully retrieved from Calendly.

Add KlickTipp action

• Select → KlickTipp  as the action app.
• Set the → Action event  to → Add Contact  to create a new contact.
• If you have not yet connected your KlickTipp account, you can do so now. Then click on → Continue.

Configure KlickTipp Action Event

• Assign the Calendly data to the appropriate KlickTipp fields:
  • First Name → Invitee First Name
  • Last name → Invitee Last Name
  • Email address → Invitee Email
• If you want to identify the source of the contact, you can add a tag, for example → Calendly booking.
• Make sure all required fields are filled out correctly and click → Continue.

Test and activate Zap

• Test the Zap with → Test Step  to transfer a test contact from Calendly to KlickTipp.
• Check in KlickTipp whether the contact was created successfully.
• If the test was successful, save the zap and activate it via → Publish.

KlickTipp Modules in Zapier

Available Triggers

• Contact Clicked on Link: Contact has clicked on link
• Contact Loaded Conversion Pixel: Contact has loaded conversion pixel
• Contact Opened Email: Contact has opened email
• Contact Viewed Email in Web Browser: Contact has viewed email in web browser
• Email Sent to Contact: Email was sent to contact
• SMS Sent to Contact: SMS was sent to contact
• Tag Added to Contact: Tag was added to the contact for the first time

Available Actions

• Add Contact: Creates a new contact.
• Unsubscribe Contact: Unsubscribes a contact and prevents further communication.
• Tag Contact: Links a contact with one or more tags.
• Untag Contact: Removes a tag from an existing contact.

Troubleshooting

Common problems and solutions

• Access invalid:
  • Error: "Failed to create a subscribe in KlickTipp. The app returned "API access denied.".
  • Make sure you are using the correct API credentials (username, not email address) - if you are using a sub-account, also check the role assigned to the authorization.
• Module setting incomplete:
  • Error: "Enter a valid value."
  • Make sure that all mandatory parameters (all fields with *) have been defined.
• Format error when transferring data:
  • Erorr: "Failed to create a subscribe in KlickTipp. The app returned "Invalid value in custom field."."
  • Check the data format and the allowed values for custom fields.
• Invalid address - validation failed:
  • Error: "Failed to create a subscribe in KlickTipp. The app returned "Update of contact failed."."
  • Check the data format and the allowed values for custom fields.

Further Resources

• KlickTipp API documentation
• Zapier Help Center