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      How-to Guide: Integrate BeeLiked with Your CRM Using Zapier or API

      Method 1: Using Zapier

      Zapier allows you to connect BeeLiked with CRMs like HubSpot, Salesforce, and Mailchimp without any coding. To help you get started quickly, we’ve provided pre-made Zap templates for each CRM. Just click the link and follow the setup steps, and your integration will be up and running in no time.

      Example 1: Create or update HubSpot contacts from new BeeLiked promotion entries

       

      Want to streamline your workflow with HubSpot? Use the following Zap template to automatically create or update contacts in HubSpot each time a new entry is recorded in BeeLiked.

      HubSpot Zap Template: Click here to use this Zap template

       

      1. Set up BeeLiked as the Trigger

        • Trigger App: Select BeeLiked.
        • Event: Choose New Entry.
        • Account: Connect your BeeLiked account using your API key (found in BeeLiked’s API Settings).
        • Promotion: Select the specific BeeLiked promotion from which you want to pull new entries.

      2. Set up HubSpot as the Action

        • Action App: Select HubSpot.
        • Event: Choose Create or Update Contact.
        • Account: Connect your HubSpot account to Zapier.

      3. Map Fields from BeeLiked to HubSpot

        • Email: Map BeeLiked’s email field to HubSpot’s Email field.
        • First Name and Last Name: Map appropriately.
        • Custom Fields: Map any additional data fields collected in BeeLiked (e.g., job title or company) to matching fields in HubSpot.

      4. Test the Zap

        • Run a test to confirm that new entries from BeeLiked are creating or updating contacts in HubSpot.
        • Check your HubSpot contacts list to verify that the test contact has been created or updated.

      5. Activate the Zap

        • Once tested, activate the Zap to automate data transfer between BeeLiked and HubSpot.

       

       

      Example 2: Create or update Salesforce Records from new BeeLiked promotion entries

       

      Want to save time on adding leads to Salesforce? Use the Zap template below to automatically create or update leads in Salesforce based on new entries from BeeLiked.

      Salesforce Zap Template: Click here to use this Zap template

       

      1. Set up BeeLiked as the Trigger

        • Trigger App: Select BeeLiked.
        • Event: Choose New Entry.
        • Account: Connect BeeLiked using your API key.
        • Promotion: Choose the relevant BeeLiked promotion.

      2. Set up Salesforce as the Action

        • Action App: Select Salesforce.
        • Event: Choose Create or Update Lead.
        • Account: Connect your Salesforce account.

      3. Map Fields from BeeLiked to Salesforce

        • Lead Email: Map the email field from BeeLiked.
        • Lead Name: Map first and last name fields from BeeLiked.
        • Custom Fields: Map any additional fields like Company or Phone Number if available in your BeeLiked data.

      4. Test the Zap

        • Run a test to verify that new BeeLiked entries are being converted into leads in Salesforce.
        • Check your Salesforce lead database to confirm that the test lead has been created or updated.

      5. Activate the Zap

        • Once tested, turn on your Zap to ensure ongoing data transfer.

      Salesforce Zap Template: Click here to use this Zap template

       

       

      Example 3: Create or update Mailchimp Subscribers from new BeeLiked promotion entries

       

      Want to effortlessly add new BeeLiked entrants to your email marketing campaigns? Use this Zap template to automatically add new BeeLiked entries as subscribers in Mailchimp.

      Mailchimp Zap Template: Click here to use this Zap template

       

      1. Set up BeeLiked as the Trigger

        • Trigger App: Select BeeLiked.
        • Event: Choose New Entry.
        • Account: Connect your BeeLiked account with your API key.
        • Promotion: Select the BeeLiked promotion from which to pull entries.

      2. Set up Mailchimp as the Action

        • Action App: Select Mailchimp.
        • Event: Choose Add/Update Subscriber.
        • Account: Connect your Mailchimp account to Zapier.

      3. Map Fields from BeeLiked to Mailchimp

        • Subscriber Email: Map the BeeLiked email field to Mailchimp’s email address field.
        • Subscriber First Name/Last Name: Map name fields as needed.
        • Audience: Select the Mailchimp audience list to which you want to add new subscribers.
        • Tags: Optionally, add tags to organize these new contacts within Mailchimp.

      4. Test the Zap

        • Run a test to check if new entries in BeeLiked are being added to your chosen Mailchimp audience list.
        • Check your Mailchimp audience list to confirm that the test contact has been added.

      5. Activate the Zap

        • Turn on your Zap to enable continuous data sync from BeeLiked to Mailchimp.

       

       

      General Zapier Setup

      Step 1: Prepare Your BeeLiked Promotion

      1. Ensure your BeeLiked promotion is set up and actively collecting the data you want to push to your CRM.
      2. Confirm that BeeLiked data fields (e.g., email, name, custom fields) match those in your CRM to streamline field mapping.

      Step 2: Log into Zapier

      1. Go to Zapier.com and log in or create an account.
      2. Click Make a Zap to start creating your integration.


       

      Method 2: Using BeeLiked’s API

      For more advanced users or developers, BeeLiked’s API enables custom integration with CRMs, offering flexible and real-time data transfer options.

       

      Step 1: Obtain Your API Key from BeeLiked

      1. Log in to your BeeLiked account.
      2. Navigate to API Settings under the Developer settings menu.
      3. Copy your API key and store it securely.

      Step 2: Review BeeLiked’s API Documentation

      1. Access BeeLiked’s API documentation at BeeLiked API Docs.
      2. Familiarize yourself with the relevant endpoints, especially the /entries endpoint for retrieving data on new promotion entries.

      Step 3: Set Up API Authentication

      To authenticate your API requests:

      1. Include the API key you obtained in Step 1 as a header in each request.
      2. Format the authentication header as follows:
        makefile
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        Authorization: Bearer YOUR_API_KEY

      Step 4: Pull Data from BeeLiked

      Use the /entries endpoint to pull new data entries:

      • Endpoint: https://api.beeliked.com/entries
      • Method: GET
      • Parameters: Pass parameters like promotion_id to filter data from specific promotions.

      Example Request:

      JSON
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      GET /entries?promotion_id=12345 HTTP/1.1
      Host: api.beeliked.com
      Authorization: Bearer YOUR_API_KEY

      Step 5: Push Data to Your CRM

      Each CRM will have different API requirements. Below is an outline of common steps:

      1. Authenticate with your CRM’s API (e.g., Salesforce, HubSpot).
      2. Format Data: Use the correct data format required by your CRM’s API (often JSON).
      3. Send Data: Use a POST request to your CRM’s endpoint to add or update contacts.

      Example JSON Payload:

      JSON
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      {
      "email": "sample@example.com",
      "first_name": "Jane",
      "last_name": "Doe",
      "custom_field": "Value"
      }

      Step 6: Test Your Integration

      1. Manually trigger your API setup to confirm data flows from BeeLiked into your CRM.
      2. Monitor any error messages or logs in both BeeLiked and your CRM.

      Step 7: Schedule Data Pulls (Optional)

      For ongoing automation, set up periodic calls to BeeLiked’s /entries endpoint using a scheduler or webhook to pull new data entries regularly.