Zapier integration

You can automatically send Tremendous rewards via our Zapier integration. Through Zapier, you can integrate Tremendous with popular apps you’re already using, such as Airtable, Salesforce, HubSpot, Mailchimp, Slack, and more.

What is Zapier and how does it work?

Zapier is a no-code platform that allows you to automate tasks and data movement between 5,000+ apps. Each integration you make is called a “Zap”.

There are two parts to any Zap:

  1. Trigger: The event that starts the Zap. For example, if you want to send a reward when someone submits a form in Hubspot, the trigger is "new form submission in Hubspot".
  2. Action: The task your Zap performs after the trigger happens. In this example, the action is "send a Tremendous reward".

What can I do with Zapier and Tremendous?

You can use thousands of Zapier triggers—survey responses, form submissions, CRM events, sales tools, and more—to send email rewards with Tremendous.

Learn more about how Zapier works with Tremendous:

To set up the Zapier integration, you will need:

You can set up the Zapier integration by using a pre-built Zap or by creating your own.

Setting up pre-built Zaps

To help you get started faster, we’ve created these Zap templates with popular apps. Click Use this Zap to connect your apps to Tremendous.

Send Tremendous rewards when new HubSpot forms are submitted
Send Tremendous rewards for newly updated deal stages in HubSpot
Send Tremendous rewards when new contact properties change in HubSpot
Send Tremendous rewards for new contacts in a HubSpot list
Send Tremendous email rewards for new Salesforce records
Send Tremendous rewards for new updated record fields in Salesforce
Send Tremendous rewards for new Airtable records
Send Tremendous rewards when new Google Sheets rows are added or updated
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Creating your own Zap

To set up your own Zap:

1. Log in to Zapier and click Create Zap.

2. Select an app and a trigger event. You will need to sign in to authorize your selected app.

3. Select the event that will trigger a Tremendous action (creating a reward).

Example: To trigger a payment when a new contact is added in Hubspot, select the Hubspot app. Select New Contact as the trigger event:

An image showing a Zap that will trigger contact creation in HubSpot.

4. Under the Action section, search for Tremendous, then select the Tremendous action you'd like to use.

An image showing the Actions section of Zapier.

The App & Event settings in Zapier
 

5. Click Continue, then select the Tremendous app and sign in to authorize it. You'll need to be an admin of your Tremendous account to complete this step.

An image showing the Create Order settings in Zapier.

An image showing integration permissions between Zapier and Tremendous.
 

6. Configure the reward by filling out the Action fields.

An image showing the Zapier actions settings.

  • Funding source (required) — choose from the funding sources you’ve already set up in your account. Learn how to fund your account here.
  • Campaign (required) — personalize the reward experience with your own branding, messaging, and more by selecting an existing Tremendous campaign template. Learn how to create a new campaign template here.
  • Amount (required) — the amount being sent in each reward.
  • Currency Code (required) — the currency that you’ll pay for the reward in. Your recipient will see their reward in their local currency.
  • Recipient’s name and email (required) — enter the name and email of your recipient. You can populate this information from your Zapier action (for example: an Airtable field, CRM value, or column in a spreadsheet).
  • External ID (optional)— an ID set by you to identify the order after it has been delivered. This must be unique for every order. Learn more about when to use this here.
  • Custom Fields (optional) - If you have custom fields added to your team, you will see them listed in Zapier. If you have set any custom fields as required, you will need to set a value for them for the Zapier integration to work. For more information on custom fields go here.

Test your Zap to make sure everything is working as expected.

Testing triggers a real reward that will be waiting for approval. We suggest temporarily changing the email field to your own or another test email for the test.

An image showing a Zapier test.

We enable order approvals for all Zapier orders for your account by default. Once your test is confirmed, you can simply cancel your test order and disable order approvals for Zapier from Team settings > Approvals. This will make it so payments are automatically triggered without approvals. You can also leave it enabled if you’d like to check each order before it is sent.

7. Publish and turn on your Zap.

An image showing the publish Zap button.

Now Zapier will automatically send a Tremendous payment from your account whenever the trigger event occurs. 

Turn on low balance notifications to get email notifications when your balance drops below a certain threshold. This way, you can top up your account and your Zaps won’t fail because of insufficient funds.

FAQ

  • All payments triggered by Zapier will appear on your Order history page.
  • It is free to integrate your Tremendous account with Zapier. Zapier itself offers a free tier with limited integrations and tasks. See their full pricing details here.
  • You can find ready-made Zap templates here. These templates are based on real Zaps that Tremendous and our clients have used to automate rewards.
  • You can pause a specific Zap anytime in Zapier, or disconnect your entire Zapier account from Tremendous in the Connected apps tab of the Integrations & apps page.

    An image of the integrations & apps settings page.

  • When you first connect to Zapier, order approvals will automatically be enabled for all Zapier-triggered orders. This means that every Zapier-triggered order will not be sent immediately, but will instead be placed under review until an admin approves it in the Pending approvals tab of the Order history page. You can disable Zapier order approvals on the Approvals page at any time.

    Order approvals are enabled automatically so that you don’t accidentally send out a real reward when testing your Zap. Once your test has run successfully, you can either approve the order to preview the recipient experience (note that you will be redeeming a real reward worth real money) or reject it to stop it from sending.

    If global order approvals are enabled via the Approvals page, all orders will be placed under review, regardless of the status of Zapier-triggered order approvals.

    An image of the approvals settings page

  • If you get an error when you test your Zap, double-check all of the fields that you have mapped over to Tremendous, such as the Amount, Recipient Email, and Recipient Name, to make sure that they are properly formatted.

    Also, double-check that you have a balance available in Tremendous. If your test reward is larger than the available balance, you will see an error message until you add more funds to your account.

  • Each individual app on Zapier is created and supported by that company’s team. You can find help articles for many of the apps here or reach out to that App’s support channels for assistance.
  • If you’re not seeing the rewards sent that you’re expecting, there are a few places to check.
    • Make sure that your Zap is on in Zapier and that your 'Trigger' is set up correctly and still active.
    • You can check if your Zap successfully ran in Zapier by logging in and clicking on “Zap History”. Here you can see any failed runs for your Zap:

      Untitled (10)
  • Zapier has great documentation on its features and tools available here.
  • SMS and link rewards are currently not supported in the Zapier integration. If you’d like to see that added, please send us feedback at developers@tremendous.com.
  • Email us at developers@tremendous.com, and we can help you troubleshoot.

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