Have you ever wondered if you can integrate TeamUp with your favourite email automation system or other software? With Zapier, you probably can.

This help guide will explain the principles, what you can and can’t do, and will link to other guides as we build them out.

Zapier themselves offer a range of powerful help guides so we’ll also link to those where relevant.

What is Zapier?

Zapier is connecting software. It takes data from one app (via what is known as an api) and sends it to another app via what is known as a Zap.

It connects with 1,500+ software platforms and counting. Most of the software you use is likely already connected with Zapier and this now includes TeamUp.

Zapier has several plans from free to paid. You can read more here: https://zapier.com/app/billing/plans

The TeamUp connector is provided at no additional charge.

Learn about key concepts in Zapier, here.

What can you achieve with this feature?

This feature opens the door to a lot of advanced functionality, particularly for marketing.

You can take customer or membership information from TeamUp and automatically send it to any number of platforms including ActiveCampaign, Mailchimp, Infusionsoft, and thousands more. We link to specific guides at the bottom of this article for common use cases.

What you do with that data once you have it offers a huge number of possibilities, but some examples are: sending a welcome email series, triggering a text message when someone purchases a trial, creating an audience list in advertising platforms, and many many more.

Coming soon! As extra help, we plan to create a set of templates for you. These are pre-made connectors to the apps we hear most about from you.

How do I connect Zapier to my TeamUp account?

You’ll need to create a Zapier account if you haven’t already got one.

Once you have a Zapier account you’ll be able to connect TeamUp via this link, or search for TeamUp here.

Triggers

A Trigger is the event that starts a Zap i.e. when a customer profile is created, or a membership is purchased. Once you've set up a Zap, Zapier will monitor for that trigger event in your TeamUp account.

We've created triggers based on the customer profile, memberships, registration/class attendance status, and referrals. We’re always keen to learn about new requirements, so please let us know if there’s anything else that would be helpful.

Click here to see all the available triggers.

Templates

Zap templates are readymade Zaps. In a few clicks, they will help you discover a use case, connect apps, and turn on the Zap.

To save you having to set up certain zaps, we've created Zap templates for some of the most frequent use cases. See below for all available templates:

Looking for a different template? Let us know by submitting your request via our feedback portal.