Honeycommb’s Zapier integration continues to become more powerful as we continue to invest and add automations. We recently hosted a webinar that shows how Zapier can be used to automatically add users to a Group. Watch the how-to videos and reference the text below.
Example use-cases for this automation:
– automatically add users to Groups when they first join
– add users to Groups based on the custom fields answers given at sign-up
– add users to Groups based on filling out a form (Google Forms, etc)
Full How-To Tutorial:
Copy this Zapier Zap – bit.ly/hcaddtogroup
Copying this Zap will add a basic Add-To-Group zap that will require your customization, including filling out the settings in each step *and* including adding the “Code by Zapier” step after pulling a webhook.
Example Zapier Setup Steps:
Zapier: Catch Raw Hook – Webhook
•Create the Webhook in Honeycommb – User Created or User Approved webhook is what would most likely be used if you’re adding users to groups as part of your onboarding experience.
Honeycommb: Create a New User
•Create & Approve a new user after your Webhook has been created and connected between Honeycommb and Zapier. Creating a test user will add data to the webhook and help with testing.
Zapier: Run Javascript – Code by Zapier
•This step reformats the data from your webhook
•Grab code from: bit.ly/hczapier
Optional Zap Action Step: Filter by Zapier
•OPTIONAL: Run a “Filter by Zapier” Action that Only Continues If the user has answered a Custom Field question with an answer that you specify.
This Custom Field answer will be what you use to determine which group you add the user to – IF the user’s answer to a custom field includes text or matches your desired answer, the Zapier will continue and add them to the group you specify.
Zapier: Honeycommb action – Find Group
Find the group on Honeycommb – required info:
•Name: Input the exact name of the Group that you’re going to add users to.
•Slug: From your Control Center, grab the Slug from the Group Information in control center.
- Need help connecting Zapier with Honeycommb? Click here to learn how to Add a Zapier connection to Honeycommb.
Zapier: Honeycommb action – Group Join Request
The Group Join Request requires the following info:
•Input the User ID, this will populate the user join that we want to place into the group
•Add the Group ID that we want that user to go into; grab this from your Find Group step
•Make the State = Approved because we want this user to automatically head into the group
Honeycommb offers Zapier Add-Ons
Need additional support, or need more Zap capacity? Consider our Zapier Add-ons!
Zapier Plus Add-on – $250/mo
Receive a team invite to Honeycommb’s Zapier account, giving you access to unlimited Zap tasks and support from our team.
Community Coach Add-on – $499/mo
Includes Zapier Plus add-on + 1:1 Community Strategy Session plus six 1:1 video check-in calls per year. Receive consultative assistance with your community.
To Add these Add-Ons:
Go to Control Center 2.0 -> Billing Overview -> Explore Upgrades & Add-Ons
Customers with accounts prior to June ‘22:
contact Finance@honeycommb.com to request this add-on
