Set up Zapier as a destination

Follow the steps below to send Windsor Videos to any Zapier supported integration

It's recommended you sign up and login to your Zapier account before following these steps.

Step 1: Copy the Windsor API Key

If you've already connected Windsor to your Zapier account, skip to the step 3.

Copy the Windsor API key from the Zapier integration page.

Windsor API Key for the Zapier Integration

Step 2: Connect Windsor with your Zapier account

To connect Windsor with your Zapier account, go to the My Apps tab in Zapier's sidebar and search for "Windsor". Click on "Connect", and then paste the API key you copied in Step 1. Once the connection is established successfully, the Zapier integration page on Windsor will show "Connected".

Connecting Windsor with your Zapier account

Step 3: Enable Zapier as a destination Integration on your Campaign

For each Windsor campaign that will be used in your Zapier Zaps, Follow the steps below in the GIF to enable Zapier as a destination integration. This will allow you to select that campaign in Zapier when using the Windsor "New Personalized Video" trigger in a Zap.

Enabling Zapier as a destination integration

Step 4: Set up the Zap

To set up the Zap, start by creating a new Zap and selecting the "New Personalized Video" event from the Windsor app. Next, choose the appropriate campaign from the campaign dropdown menu. Here, you can also specify the status of the video that will trigger the Zap. In most cases, you will want this to be "Approved".

Once you've set up the trigger, choose any other app as your action. For this example, we will use the "Create or Update Contact" event in ActiveCampaign. The trigger provides contact properties such as "email" and "Video URL" that can be used in the following action.

In this example, we are updating the ActiveCampaign contact's custom property with the Video URL provided by Windsor.

Setting up the "New Personalized Video" trigger

Click the next button below to see some examples of how Windsor can be used with other Zapier integrations.