Zapier Integration Guide

1. Contact Delacon Support for the Zapier invite link.
2. Click on the link or paste the URL into your web browser. Log in to your Zapier account if prompted.
3. Click on ‘Accept Invite & Build a Zap’ button. 

On the next screen, click on the ‘Create this Zap’ button.

In order to use Delacon’s call tracking solution with Zapier, you will need to create a ‘Zap’ between Delacon and the app you are integrating with. 

Zaps are Workflows that connect apps so they can work together. They start with a trigger (such as a phone call) or an event that kicks off your workflow.

To create a Zap:

Step 1 -  Click on the ‘Create Zap’ button:

Step 2 -  Find the Delacon App by searching for ‘Delacon’ in the search bar.

Step 3 - Select the Delacon trigger ‘New Calls’ and click ‘Continue’:

Step 4 - Select your Delacon Account by clicking on ‘Connect a New Account’:

Please note if you have previously linked a Delacon account, you can select an existing account from the drop-down menu and skip to step 7.

Step 5 - A ‘Connect Account’ pop up box will open. Enter your Delacon account details and press ‘Yes, Continue'.

Please note, this will need to be the login details of the main account holder (MID level login). The integration will not work when authorised with any other login type (agency login, user login).

Step 6 - Once your account is connected, click ‘Continue’:

Step 7 - Click into the Service ID field and select the Delacon services that you want to connect.

Note, it may take a minute to load all services in the drop down menu as this information is collected from Delacon in real-time. Continue the process until you have added all relevant Delacon services. Then, click ‘Continue’.

Step 8 - Click on "Test Trigger".

Please note that due to the method we use to push data, testing on the Delacon trigger doesn't work at the moment. Skipping the test is required to proceed with building the Zap at this point in time. It won't impact the functionality of the Zap.

Please continue by clicking on ‘Skip Test’.

Step 9 - Once the test is skipped, click ‘Continue’ to complete the first part of the integration that connects Delacon to Zapier. Continue with Step 3 to set up an action.

You will now need to setup the action/s you want your Zap to perform. Often this will simply be the App you are pushing Delacon data to. The target app might provide more guidance on how to connect a zap to their platform. At the bottom of the article under "Related Articles", you can find step by step guides to integrate further with Zoho, Hubspot, Pardot and Facebook.

Step 1 - Search for the App

Type the App name in the search bar and click on it to continue:

Step 2 - Set Up App Action

Select the App Action. This is specific for each App you are setting up. For example if connecting the Delacon Zap to a CRM, the Action might be ‘Create a lead’ or ‘Create a Contact’.

Once you have selected your action, you will need to connect to your App Account. Once connected, select ‘Save + Continue’.

Step 3 - Setting up a Template

Once you have set up your action and connected your account, you will need to set up a template. Again this is specific to each App that you connect to.

Once completed, click on ‘Continue’.

In order for your Zap to work and the integration to be completed, you need to make sure you turn your Zap on. Simply click the ‘on’ button to turn it on.

Your Zap is now turned on and you are ready to start receiving call data. It is important to make sure you test the data coming through is accurate and correct.

The below information is available in the Zapier Delacon trigger: 

Below is an example of sample testing data:

Sample:

{

    "info": {

        "termination_point": "02912345679",

        "call_date": "13/12/2017",

        "call_length": 0,

        "call_status": "answered",

        "dialed_number": "1300000001",

        "caller": "02912345678",

        "time_of_call": null,

        "call_date_epoch": 1513163488000,

        "voicemail_left": false

    },

"callRecording": "https://vxml5.delacon.com.au/site/webui/jsp/downloadRecording_rt.jsp?file_name=filename.mp3",

    "webInfo": {

        "search_engine": "Google",

        "googleClientId": "1111111.1111111",

"landing_page": "https://www.sample.com.au/?param=value",

        "ip": "111.111.111.111",

        "isp": "Internet Service Provider",

        "extra_tracking": null,

        "search_type": "paid",

        "device": "android sm-g920i",

        "converted": "Y",

"page_called_from": "https://www.samplepage.com.au/calledfrom",

        "keywords": "+sample",

"referral": "https://www.sample.com.au/?param=value"

    },

    "service": {

        "service_id": 1234,

        "service_category": "Test Category",

        "service_name": "Test Service"

    },

    "dtmf": {

        "keys": null,

        "description": null

    },

    "call_id": 0,

    "survey": {

        "outcome": null,

        "value": 0

    },

    "location": {

        "city": "SYDNEY",

        "state": "NSW",

        "exchange": "SYDNEY"

    }

}