Privy can automatically sync your contacts to your Zaius account. After you complete the following steps, any time a customer signs up for your Privy campaign, they will automatically appear in Zaius.
From the account dropdown, click "integrations".
You will be brought to an area labeled "Linked Accounts". From this page, click on the icon for Zaius.
In the dialog that appears, enter your email address and Tracker ID from Zaius, then click "Link Account."
Privy and Zaius are now connected, but we still need to configure an automation rule to sync from Privy to Zaius. From the top menu, click on Campaigns.
From the campaigns page, click on a campaign and navigate to the Automation section.
Click the New Rule button and configure what should happen to a contact when they sign up for this Privy campaign, then click Save.
Congratulations, you've now set up your Zaius Automation Rule!
Syncing additional fields to Zaius
By default, a customer's email, first name, and last name are synced to Zaius. To sync additional fields, add afield in your Privy form and ensure it matches the field in Zaius you want to sync to, such as:
- phone
- street1
- city
- zip
- ...
Note that certain fields in Zaius, such as "gender," have input validations (must be exactly one character) that can prevent successful sync.
See also
https://help.zaius.com/