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Setting Up the TeamBuildr <> Zapier Integration

A short video walkthrough of setting Up the TeamBuildr <> Zapier Integration from the TeamBuildr knowledge base.

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4 minutes across 4 chapters. Click any chapter or timestamp to jump straight there.

4 chapters

Today we'll be going over the team builder and Zapier integration. What Zapier is is an online automation tool. So when you integrate into your payments portal um you can then go into coach tools payments and in integrations tab. You can then go to Zapier. If you don't have a Zapier account, you can create one for free to create these automations. I will note that the Zap year integrations only rely on the team builder payments portal. So no other actions within the app currently are supported. Um, [snorts] however, actions

such as new subscribers, failed payments, reoccurring subscriptions that are successful, as well as cancellations can be actions that Zapier then integrates into other apps such as Gmail or other email uh processing or even such as Mailchimp to do mass emails. Once you've linked this, and as I said, it's a free account you can sign up for, you can go over to Zapier and create zaps. So in Zap year, this is the dashboard that is created. Um you can

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Format
Walkthrough
Brand
TeamBuildr Strength
Category
Getting Started - Payments Portal