Zapier lets you connect apps together and move data around using automated workflows. Our Zapier integration has five Triggers and three Actions to help you move data between Dovetail and the other apps you use, in both directions.
The first thing is to create a Zapier account if you don’t have one already. Sign up for free at zapier.com, then click Make a Zap! in the top right corner to get started:
Next, you’ll need to choose the Trigger App for your integration. This is the app you’d like to connect to Dovetail, for example Twitter, Typeform, Intercom, Google Sheets, etc.
In this example, we’re going to choose Email by Zapier. This Trigger App gives us a unique email address, and anything sent there will be saved as notes in Dovetail.
You’ll need to choose the ‘trigger’ for the app. This is the event that happens to trigger the integration. In our case, the trigger will be ‘New inbound email’.
After you’ve configured the trigger, the next step is to choose the Action App and authorize Dovetail. You only have to authorize Dovetail once.
This time, search for Dovetail in the dropdown:
Now authorize Zapier to be able to create notes as you in Dovetail. Click Connect an Account and then click Approve in the popup window that appears:
Test the connection, then click Save + Continue to move on:
Now that we’ve authorized Zapier, we need to configure the Zap Template. This is where you can decide how you want your inbound data to look in Dovetail. In our case, the inbound data is an email sent to our Zapier email address.
First, we need to choose what project we’d like to add notes to. In this example, we’re going to choose a project called ‘Mobile feedback’:
Next, we need to set the title for notes created with this zap. You can put whatever you like in this field. In our case, we’ve put the word ‘Email’, then a hyphen, followed by the subject line of the inbound email:
After that, we need to set the note body. This will be the actual content of the note. This field can contain HTML – so you could create headings, paragraphs, lists, and links.
In our case, we’re going to put in a couple of paragraphs with
<p> tags, and insert the from and body fields from the inbound email:
Lastly, we can choose to enable automatic sentiment analysis for the content in the body. If this is set to yes, Dovetail will automatically add the tags ‘Positive’ or ‘Negative’ when it detects positive or negative sentiment:
Once you’ve configured your template, you can test your Zap to see if it works:
If everything went okay, you should see your note created in Dovetail:
Contact us and we’ll be happy to help.
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