Want to integrate your CRM with LightSpeed VT? This article will go over the steps needed in order to update a Newsletter list created in ActiveCampaign with user contact information collected every time a user is created or updated in LightSpeed VT.
Using Zapier is great when you want to connect multiple apps that would otherwise never be able to communicate together. For more information on the different types of integrations that Zapier has to offer, click here.
Before jumping into the nitty gritty details we recommend having three window tabs open with the following:
- LightSpeed VT
Login to each of these apps and then navigate to the Zapier tab.
Connecting LightSpeed to Zapier
First, we’ll need to connect LightSpeed VT to Zapier. In Zapier, navigate to your global navigation menu to the left and select “My Apps”.
On the next page you’ll see a list of any and all current integrations that have been setup. Search for “Lightspeed” in the search bar and click on “Connect”
This should open up a popup where it will ask you to authorize access.
Here you’ll need your LSVT api Zapier credentials which you can obtain by navigating to the following page:
You’ll just need to enter your system id in substitution of the “XXXX” if you already know it or you can access it from the Super User Dashboard and selecting the “System Management” tool:
Another way you can access the API Manager dashboard is by navigating to the Super User Dashboard, selecting the “Integration Management” tool, and clicking on your API Settings:
Once you’ve copied/pasted your login/password click on “Yes, Continue” and you’ll see that the Lightspeed VT app is now connected:
Connecting ActiveCampaign to Zapier
Next, we’ll need to connect ActiveCampaign to Zapier, which will be a similar process to the previous step.
Under “My Apps” in Zapier, instead of searching for “Lightspeed” in the search bar, you’ll want to search for “Active Campaign” and click on “Connect”. This should open up yet another popup in which you’ll need to enter your API URL and API Key.
Navigate to the ActiveCampaign tab, from the global navigation bar on the left select the Settings icon and choose the Developer option where you’ll find this information needed.
Once you’ve copied/pasted your API URL/Key click on “Yes, Continue” and you’ll see that the ActiveCampaign app is now connected:
Creating Your Zaps
Back in the Zapier tab, from the global nav bar click on “Zaps” :
As a best practice, we recommend creating a separate zap folder just to keep yourself better organized.
To do this, click on the plus icon next to the “Private Folders” header and then you give your zap folder a name along the lines of “Lightspeed to ActiveCampaign”.
Note – If your zap folder doesn’t automatically appear, refresh the page in your browser.
Zap 1: When A User Is Created, Do This…
The first zap will listen for any successful user creation in your VT platform.
- Navigate to the new folder created and click on the “Make a new zap!” button in blue. Where it says “Name your zap” in the upper left you can name this zap as “LSVT to AC – User Created”.
- In the first step of your zap, we’ll want to collect data from LightSpeed. Search and select the LightSpeed VT app. Next, choose “User Created” from the trigger event pull down and click “Continue”.
- Choose your LightSpeed VT account that we connected to earlier from the drop menu and click on “Continue”.
- Click on the “Test Trigger” button which will send Zapier a payload of some sample data and then click on “Continue”.
- Now that Zapier has collected user data from LightSpeed, we’ll want to send that data to ActiveCampaign. For the second step of your zap, you’ll want to add an action. Search and select the ActiveCampaign app. Next, choose “Create/Update Contact” from the action event pull down and click “Continue”.
- Choose your ActiveCampaign account that we connected earlier from the drop menu and click on “Continue”.
- From the “List” pull down you can search and select the list you want updated.
- From here on out it’s all a mapping exercise – Click into the First Name field and insert the data collected from the sample payload. You’ll do the same thing for the Last Name and Email Address fields.
Depending on what user data you want being collected, you can also collect information on what location a user is in or whether their account is active/inactive, or what they’re access level is, but these are all optional:
Note – If you decide to collect a user’s phone number make sure to select “Phone number 2” as this is where we store all mobile phone numbers.
Once finished choosing what data to collect, click on “Continue” and “Test & Review”.
This should create a new contact in your ActiveCampaign using the sample data from the sample payload.
Turn on the zap and you’re done! Easy right?
You can also get a more detailed report on the zap that returned successful by navigating to “Zap History” and searching for the name of the zap.
Zap 2: When A User Is Updated, Do This…
The second zap will listen for any successful update to a user’s profile in your VT platform.
This part will be easy since all we’re doing is making a copy of the original zap created and changing the registered event.
- Navigate back to the new folder where the first zap was created and from the drop menu select the “Copy” option.
- Rename the zap to “LSVT to AC – User Updated” and then in the first step under the trigger event menu, select “User Updated” instead of “User Created”.
- Click on “Test & Review” and turn on the zap.
Note – Anytime there are changes made, your zap will be turned OFF.
Say for example you wanted to only update your Newsletter list with users created in a specific location. In your zap, you could add what’s called a “filter” which acts like a conditional statement.
After the first step in your zap, click the plus icon to add another action step and select the “Filter” app.
Under the Filter setup & testing section, choose the Location Id field from the sample data.
Next, from the condition drop menu, select “Exactly matches” and enter the location id value in the empty field to the right of it.
Click on “Continue” and make sure to turn on your zap again.
For questions please email email@example.com