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    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)

    Zapier User Integration Guide

    Introduction:

    What is Zapier?

    Spark has a public integration with Zapier, a web-based automation tool that connects your favorite apps to create custom workflows. These automated workflows are called "Zaps."

    Benefits of Integrating Spark with Zapier

    Integrating Spark with Zapier can help you save time by automating events and reducing data entry. For example, use a “Zap” to create new contacts in your Spark account based on specific triggers from your other marketing platforms:

    • Create contacts in the Spark Platform from:
      • New event scheduled in Calendly
      • New prospect from a Facebook ad campaign
      • New prospect from third-party marketing system like GoHighLevel
      • + thousands of other apps
    • You can also assign the new contact to another agent if applicable

    Getting Started:

    Prerequisites

    Before you get started, make sure you have the following:

    • An active Spark account
    • Access to your Spark API key or authentication credentials

    Create Spark API key

    In your Spark account, navigate to Back Office and click on Platform Data.

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    Under the API key section, click on Create API Key.

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    Creating a Zapier Account

    If you don't already have a Zapier account, sign up for one at https://zapier.com/sign-up/.

    Creating a Zap:

    • In your Zapier dashboard, click on “Create Zap” in the left navigation.
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    • Set up a trigger from one of your marketing apps. E.g. Facebook, GHL, etc…
      • For more detailed instruction, see the “Set up your trigger” section of the Zapier guide
    • Set up a Spark action
      • In the popup modal, search for “Spark Platform”
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      • Select “Create contact” in the “Event” dropdown
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      • In the “Account” step, you will be prompted to enter the API key. Reference the instruction above for generating a Spark API key
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      • Map your Trigger fields to the Action input fields. Reference the official guide and the full list of Spark fields below.
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      • Press “Publish” and your Zap is ready!

    Spark action fields mapping:

    Below are the full list of fields you can map to the Spark “create contact” action:

    • First name [string] (required)
    • Last name [string] (required)
    • E-mail, cell phone, home phone [string] (at least one of these contact methods is required)
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    • Birthday [date: format YYYY-MM-DD] (optional)
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    • Home address - street [string] (optional)
    • Home address - street two [string] (optional)
    • Home address - city [string] (optional)
    • Home address - state [string dropdown, format “CA”] (optional)
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    • Home address - postal code [string] (optional)
    • Referral source [string](optional)
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    • Downline NPN [string] (optional)
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    • ID [string] (optional)
      • To help map contacts between Zapier and Webhook integrations
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