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Zapier integration
Zapier integration

Connect Scribeless to Zapier to send personalized handwritten mailers and birthday cards from 2000+ apps like HubSpot and Salesforce.

Updated over 2 weeks ago

Connect Scribeless to your Zapier account to send handwritten mailers programatically based on triggers set from 2000+ different integration sources.


Typical Triggers and Integrations

  • Deal closed
    HubSpot, Pipedrive, ActiveCampaign, Copper CRM

  • Contact property updated
    Freshworks, SugarCRM, NetSuite, Creatio

  • Birthday or renewal date approaching
    Zoho CRM, Salesforce, Klaviyo, Yotpo

  • Meeting booked
    Calendly, Zoho Bookings, HubSpot, Acuity Scheduling

  • Order placed
    WooCommerce, Magento, Salesforce Commerce Cloud

  • Form submitted
    Typeform, Fillout, Google Forms, Zoho Forms


Prerequisites

Before setting up your Zapier integration:

  1. Ensure you have access from Scribeless to set up recurring campaigns (contact your commercial team if needed)

  2. Create a template for your handwritten sends in the Scribeless platform

  3. Set up a recurring campaign that will receive recipients from Zapier (initially in "Pending" status)


Creating Your Integration

  1. Create your Zap and select a trigger
    Choose the app and event that will initiate your handwritten note

  2. Fill in all the criteria and test the trigger
    Configure your trigger conditions and verify it works correctly

  3. Select the Scribeless app, and choose "Add Recipients"
    Connect to the Scribeless action for your workflow

  4. Enter your Scribeless login credentials
    Authenticate with your Scribeless account

  5. Match up the fields from your trigger to the Add Recipients action
    Map contact information and address details from your trigger to Scribeless fields

  6. Add custom variables at this stage if needed
    Include any personalized content that should appear in your template

  7. Select your campaign, test and continue
    Choose which recurring campaign should receive these recipients

  8. Switch on your Zap ready for sends
    Activate your automated workflow


Campaign Status and Workflow

When integrating Scribeless with Zapier, understanding the correct campaign workflow is essential:

Pending Status for Testing

New recurring campaigns start in "Pending" status. This is specifically designed for testing your integration:

  • You can upload recipients against pending campaigns via Zapier

  • Recipients added to pending campaigns will generate previews

  • These recipients will NOT be processed for printing or mailing

  • No charges will be incurred for recipients in pending campaigns

Use this pending status to verify your data mapping, variable replacement, and overall integration setup.

Activating Your Campaign

Once your testing is complete and you're satisfied with the integration:

  1. Navigate to your campaign in the Scribeless platform

  2. Activate the campaign to change its status from "Pending" to "Ready"

  3. After activation, any new recipients added via Zapier will:

    • Be processed for production

    • Be printed and mailed according to campaign settings

    • Be charged to your account

Important: There is no separate "testing mode" - the campaign status (Pending vs. Ready) determines whether recipients are processed or not.


Best Practices

  • Always Test with Pending Campaigns: Use the pending status for all testing before activation

  • Verify Address Formatting: Ensure addresses are properly formatted for the destination country

  • Check Variable Mapping: Preview test recipients to confirm variables are replacing correctly

  • Monitor Your Zap: Regularly check for any errors or issues in your Zapier workflow

  • Create New Pending Campaigns: For testing new integrations, create new pending campaigns rather than using active ones


Troubleshooting

  • Recipients not appearing: Verify your Zapier authentication and campaign selection

  • Variable replacement issues: Check that variable names match exactly between Zapier and your template

  • Address validation errors: Ensure complete address information is being passed from your trigger

  • Campaign not available: Confirm you have Admin access and that the campaign exists

Need additional help? Contact our support team at [email protected]

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