Search results for create zap triggers

222 articles found

• Contact Birthdays: Introduction

  Wishing a Happy Birthday to your clients opens up a new possibility for the business and Groundhogg has got you covered with the Contacts Birthday plugin. Groundhogg's contact plugin can be used to

• Companies: Custom Fields

  When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

• Really Simple Payments: Adding webhook manually

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• Sales Pipeline: Actions

  Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

• Do you support WPML/WooCommerce Stores and RTL?

  We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

• Custom Fields

  With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

• Tutorials: Importing Just A List of Phone Numbers

  Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

• Add an external cron-job: SiteGround

  If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

• Connect Bricks Builder Forms to Groundhogg

  Bricks is a premium WordPress theme that lets you visually build performant WordPress sites and uses what are called elements. Elements are very similar to blocks. The Bricks’ “Form” element allows

• Twilio Integration: Receiving messages & replies

  You can now receive messages and replies via SMS and WhatsApp with Twilio! Groundhogg now offers limited 2-way communication that allows you to create simple SMS/WhatsApp-based funnels. Configuring

• Admin Tool Bar Widget

  When you log in to your website you will find the Groundhogg Icon at the top right of your screen. This will give you access to the Groundhogg Admin Tool Bar Widget. Clicking on the icon displays the

• Add an external cron-job: cron-job.org

  Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the

• REST API V4 / Notes

  The notes API allows you to fetch, add, edit, and delete notes. Note Properties Attribute Type Description ID integer The system ID of the note data object The core properties of the note containing

• Tutorials: How to connect MailHawk

  MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

• Connect forms.app Forms to Groundhogg

  forms.app is an accessible online form builder that streamlines the creation of personalized forms, including surveys, contact forms, and registration forms. This comprehensive guide demonstrates how

• Connect Brizy Forms to Groundhogg

  Brizy is a premium WordPress website builder that lets you visually build WordPress sites using elements. The Brizy “Form” block allows the building and placement of forms on any page built with

• How to add a note through a funnel or internal form

  Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want to work with Click to see a larger

• Companies: Introduction

  "The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated

• Advanced Features: How to use Superlinks

  Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

• Tasks

  You can create tasks for Contacts, Companies, and Deals. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call In addition to the task

• REST API V4 / Deals

  The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

• seven Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg Seven add-on is a plugin that lets you send messages using seven.io services. This documentation will help you set up your

• Benchmark: Task Completed

  The Benchmark "Task Completed" can trigger action(s) based on any/all completed task(s). This benchmark is specifically for Contacts. Drag and drop the "Task" Benchmark over into the flow on the

• Tutorials: How to connect to Amelia

  To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg,

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• Sales Pipeline: Pipeline

  Add a pipeline Edit a pipeline Delete a pipeline Add a Pipeline You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top. Once clicked you will be given

• How to Include a Video in an Email

  Incorporating video into your emails can boost engagement, increase click-through rates, and provide a more dynamic experience for your audience. However, embedding a video directly into an email can

• Importing Contacts with Their Opt-in Status

  By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the

• How Do I Provide Support Admin Access?

  If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support

• Social Proof: Introduction

  Social Proof is one of the easiest ways to increase conversion rates on your lead capture pages. Groundhogg provides a Social Proof extension that displays actions done by the previous users.

• Advanced Features: How to connect Groundhogg on two different sites

  Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an

• GiveWP Integration: Reporting

  GiveWP Reporting If you are looking to create reports for your donation forms created in GiveWP, follow the Custom Reports help document.

• Text Messaging (SMS): Introduction

  Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

• Elastic Email Integration: Connect email API

  Elastic Email says they can send emails faster and more reliably, you can make use of their REST API within Groundhogg to know yourself. One of the cool things about our integration is that with it,

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• Tutorials: How to setup a lead magnet download funnel in 7 steps

  A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• Connect Breakdance Forms to Groundhogg

  Breakdance is a premium WordPress theme, and visual builder with 130+ built-in elements and deep WooCommerce integration. The Breakdance “Form Builder” block allows the building and placement of

• Sales Pipeline: Deals

  Add a deal Move a deal Edit a deal Add notes to a deal Mark deal as won or lost Manage custom properties for a deal Search for deals Send email to contacts associated with a deal Add a deal using a

• Download System Info

  Under Tools > Download System Info is a utility that provides system information for support. There are two options, that create the same info: Download System Info(.txt) View system Info Example:

• Introduction to Groundhogg

  If you are already familiar with CRM's and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

• groundhogg/admin/{slug}/display/{current_action}

  This is used to add custom actions inside groundhogg admin area. This hook accepts the slug of the page and current action for which users are writing handlers.

• AWS Integration: Introduction

  Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

• WYSIWYG Editor

  The WYSIWYG (What You See Is What You Get) editor is an intuitive, user-friendly tool embedded in various sections of Grondhogg, such as Notes, Tasks, and more. Features of a WYSIWYG Editor Real-Time

• GiveWP Integration: Tools

  Sync GiveWP Donations If you were using GiveWP before installing Groundhogg then the GiveWP donations won’t be synced with the Groundhogg contacts. You can sync them using our Sync GiveWP Donations

• Email Blocks: Columns

  Columns Block Tab Layout The Columns block comes with 9-column layouts an a custom (Default: 2-column layout The gap between the columns can be set based on pixels(Default:10px) You can also set the

• Web Form: Dynamic Redirect

  The Web Form benchmark includes an "after submit" section where you can choose to either stay on the current page and display a response or redirect users to another page via a specified URL. It also

• Custom Replacement Codes: Introduction

  Groundhogg provides the functionality to use replacement codes. Instead of users being dependent on using built-in replacement code, Groundhogg users are able to create their own replacement codes by

• How to Send Email from within the Contact

  Within the Contact record, you can create a specific email for that Contact. Simply click the envelope action icon to reveal the following options: Compose Use Template Compose A window will open