Connect ActiveTrail with Zapier

You connect Scratcher to ActiveTrail through Zapier. A Zap takes every new lead from your Scratcher campaign and creates or updates a contact in ActiveTrail, in the group you choose.

What you need

• A Zapier account. The free plan works for a simple Zap; a consent filter step needs a paid Zapier plan.
• An ActiveTrail account, and a user who can create API access tokens (usually the account owner or an admin).
• A Scratcher plan with integrations, and a campaign with at least one lead to test with.

Step 1: Create an access token in ActiveTrail

1. In ActiveTrail, go to the settings and open the API apps (API access) page.
2. Create a new app or token and name it, for example "Zapier".
3. Don't limit the token to certain IP addresses: Zapier sends from changing addresses.
4. Set an expiry date far enough ahead, or none, so the Zap doesn't stop.
5. Copy the token.

Step 2: Connect Scratcher to Zapier

If you haven't done it yet, follow Connect 8,000+ apps with Zapier: in Scratcher go to Settings > Integrations > Zapier and click Set up on Zapier.

Step 3: Set up the trigger

1. In Zapier, click Create and choose Zaps.
2. As the trigger, choose Scratcher and the trigger for new leads.
3. Connect your Scratcher account, choose the campaign and click Test trigger.

Step 4: Add the ActiveTrail action

1. Add the action step and choose ActiveTrail.
2. As the action event, choose the one that creates or updates a contact (or adds a contact to a group).
3. Connect your account: paste the access token from step 1.
4. Choose the group the contacts should go into.

Step 5: Map the fields

• Email: the lead's email.
• First name and Last name: your form fields.
• SMS or phone: the phone number, with country code.
• Extra fields: map them to ActiveTrail's custom fields, which must exist in ActiveTrail first.

Step 6: Test and publish

1. Click Test step, and check the contact in ActiveTrail. Delete it afterwards.
2. Click Publish to turn the Zap on.

Only send people who said yes

Add a Filter by Zapier step after the trigger, choose your marketing permission from Scratcher and set it to "(Boolean) Is true". See Consent and permissions.

Troubleshooting

• Look at the Zap history in Zapier for each run and ActiveTrail's error message.
• "Unauthorized": the token expired, was deleted, or is limited to certain IP addresses. Create a new token and reconnect the account in Zapier.
• The contact isn't added to the group: the contact unsubscribed earlier in ActiveTrail.