How to Integrate Zapier and Sendlane

Zapier is an online automation tool that connects your favorite apps together. By setting up connections called Zaps, you can automate your day-to-day tasks, and build workflows between apps that otherwise wouldn’t be possible.

Need inspiration? See everything that’s possible with Zapier and Sendlane.

Connecting Zapier and Sendlane

  1. Log into your Zapier account, or create a new one here
  2. From your homepage, click Make a Zap! on the right side of the top menu bar
  3. In the search box beneath "Choose a Trigger App", search for and select Sendlane
  4. The default trigger will be when a contact is saved. Click Save + Continue
  5. Click Connect an Account
  6. You will be directed to a new page where you will enter your Sendlane login information, then click Yes, Continue
  7. You will be redirected back to your setup page in Zapier. Click Save + Continue
  8. You will be prompted to choose a sample contact to set up your Zap. Click Continue

Now that we've set up our Trigger (contact saved to Sendlane), we need to set up our Action App

  1. In the search box beneath "Choose an Action App", search for and select your desired application
  2. From here, you will be able to select which action the Trigger will... trigger! After making your selection, click Save + Continue
  3. Just as in step 5 before, you will click Connect an Account and enter your credentials for your chosen Action App
  4. Depending on your previous selections, you may be prompted to test your Zap, which is highly recommended. 
  5. Please note: Instructions on testing will vary per your chosen apps and settings
  6. Name your Zap and switch the toggle to On

Your integration is now complete! 

Please Note: This integration is native to Zapier, so we're only able to provide limited troubleshooting support. However, if you do need help, the Zapier team is just a few clicks away!

Additional Zapier Resources

Zapier Blog | Learn

TL;DR

Login →  Make a Zap! → Select Sendlane → Save + Continue → Connect an AccountYes, ContinueSave + ContinueContinue → Select an Action App → Choose Trigger action → Save + Continue → Connect an Account → Test → Name Zap → Toggle On

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