Zapier Integration

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Introduction
Send survey responses to Zapier
Import user traits to Refiner

Introduction

Zapier is an easy to use automation platform that lets you move data between your web apps automatically. With our Zapier integration you can leverage survey responses and trigger workflows in literally thousands of web applications.

Our Zapier integration lets you accomplish two things:

Send survey responses to Zapier

This integration option lets you push survey responses from Refiner to Zapier in real-time.

What you can do with this integration

This integration is very popular amongst our users as it allows for countless use-cases. To give you inspiration, here are some of them:

  • Automatically send an NPS Follow Up Email email to your user from your Gmail account when they gave a Net Promoter Score of 8+
  • Enrich CRM records with survey responses collected with Refiner
  • Add survey responses automatically to a Google Spreadsheet
  • …

Read our use-cases if you are interested in more creative ways to leverage Refiner survey responses.

How to set up this integration

To set up this integration, log in to your Zapier dashboard and click on “Make a Zap”.

Then, search for “Refiner” in the “When this happens …” section of your Zap and select it.

You will then be prompted to copy & paste your Refiner API key. You can find the API key by navigating to “Integrations > Connect Zapier” in your Refiner dashboard.

The integration supports two types of trigger events:

  1. A user completed a Refiner survey
  2. A user entered a segment in Refiner

From this moment on, Zapier should guide you through the entire process of setting up the integration.

Import user traits to Refiner

Next to sending survey data to Zapier, you can also send user traits from Zapier to Refiner. This data can then be used to create user segments in Refiner for precise targeting.

To set up this integration, create a new Zap and select your data source in the first step of the Zap editor. Then, select Refiner in the “Do this …” section.

If you have any questions about this integration, please don’t hesitate to reach out to our support team.

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Still got questions? We are here to help!

The best way to contact us and get help is to fill out our support form. You can also send an email to contact@refiner.io. We usually reply within a few hours.