Below we'll look at step-by-step instructions on setting up your first Zap. Rova uses Zapier to connect to over 750 apps without writing a single line of code. For more on our integration with Zapier read our Integration Overview here. If you're unfamiliar with the core concepts of Zapier, this overview explains the service from the non-technical user view.

Intro

For the purposes of demonstration, we're going to be adding measurement activity to Rova when a new lead is acquired in Hubspot. If you don't have a Hubspot account, simply follow along and you'll get the gist or you can insert any other application you use as an example instead of Hubspot. All the steps below are applicable to any Rova integration using Zapier.

Before we start, here’s what you’ll need:

  • A Rova account
  • A Zapier account
  • A Hubspot Account

Step 1: Setting up the Hubspot Trigger

1. First, log in to Zapier and click the "MAKE A ZAP" button at the top of the screen.

2. Next, for the Trigger, you'll want to select the Hubspot app by typing Hubspot into the "Choose a Trigger App" field and selecting it.

3. Next, select the "New Form Submission" trigger and then "Save + Continue".

4. Then select the "Connect a New Account" button and when the pop up window comes up, enter in your "Hub ID". Follow the onscreen instructions to find your Hub ID in Hubspot. 

5. On the following screen, select the Form you want to use as the Trigger. When the form you select is submitted, this will start the sequence of events in Zapier.

6. Click "Fetch & Continue" and Zapier will call into Hubspot to grab the latest from submission. Once the test is successful, continue to Step 2, the Action.

Step 2: Setting up the Action

Select the Rova app by typing Rova into the "Choose a Trigger App" field and selecting it.

3. Next, select the "New Form Submission" trigger and then "Save + Continue".

4. Then select the "Connect a New Account" button.

6. When the popup window comes up, enter in your Rova "API Key" after retrieveing it from the Rova App. 

7. To find your Rova API Key: Log into the Rova app, click on the "Admin", then choose "Integrations" and copy your API key.

8. Once successfully connected, you should see the following screen.

9. On the following screen, select the Client, Plan and Measurement options for the desired measurement in Rova you want to create an activity for. Enter in the value for the new activity ex. 1 and then add anything you'd like to the comments, i.e. email address from Step 1. NOTE: In Zapier, you can use the drop down menus to select values from previous steps. When this action fires the activity will be added to the measurement in Rova.

10. Click "Fetch & Continue" and Zapier will call into Rova to create the activity. Once the test is successful, click Finish and name your Zap. You're all set and you've just completed your first Rova Zap!

Now that this Zap is "on" or active, each time the form is submitted in Hubspot, an activity will be created in Rova. This Zap will "trigger" each time the designated form is Hubspot is submitted.

Next Steps

Now you're all ready to create more Zaps. Experiment with other Zaps, including using Rova to trigger actions in other apps.

Additionally, one of the powerful advantages of our integration approach using Zapier is that you can daisy chain actions in Zapier. For instance, you could add an action after the creation of the activity to send a new message to Slack or send an email – whatever workflow makes sense!

If you have an app that Zapier doesn't connect to directly, there are also customizable Zapier apps like "Webhooks" and "Code" that allow you to use Zapier to talk to almost any application you can think of. If you need technical assistance or have questions regarding these more advanced techniques, just let us know by clicking the icon in the bottom righthand corner to connect to our Customer Success team.

Also, if you have an idea for additional Triggers, actions or searches that you'd like to see in our Rova Zapier integration, let us know!

Happy Zapping!

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