Connect Zapier to KlickTipp – Automate Workflows Easily

Advantages of Zapier Integration

• Maximum app selection: Integrate KlickTipp seamlessly with your most important tools from CRM, e-commerce, webinar systems and more.
• Fast implementation: Create and scale workflows with just a few clicks - perfect for professional use.
• Flexibility for complex requirements: Conditional logic, multi-step workflows and real-time synchronization easy to implement.
• Reliability and scalability: Ideal for large projects with high transaction volumes.

Step-by-Step Instructions

Prerequisites

• KlickTipp account with API access: Make sure you have a Premium subscription or higher so that you have access to the API.
• Zapier account: Make sure you have a  Zapier account.

Connect KlickTipp with Zapier

• Log in to your Zapier account.
• Create a new Zap and choose a suitable trigger event, for example → Contact clicked on Link.
• Connect your KlickTipp account:
  • Click on → Sign in  and log in with your KlickTipp API credentials (username & password) in the pop-up window.
  • As soon as the authentication is successful, you can retrieve your KlickTipp data.

Create KlickTipp Triggers via Webhook

Create Zap

• Open the → Zaps area in Zapier and click on → Create Zap.
• Select KlickTipp as the trigger app.

Configure KlickTipp trigger

• Select a trigger event, for example → Tag Added to Contact. This event is triggered as soon as a specific tag is assigned to a contact.
• Click → Continue  and copy the webhook URL that Zapier creates for you.

Create outbound in KlickTipp and test connection

• Go to → Automation → Webhook → New Webhook.
• Give the webhook a name and select the desired manual tag for activation.
• Insert the webhook URL from Zapier and click → Create webhook.
• As soon as the outbound is created, you can trigger it via → Save & test.
• In Zapier, you can see the loaded data records from KlickTipp after clicking on → Test Trigger.

Connect Google Sheet for the entry of the address on a list

• Select the Google Sheets app under → Action.  Sign in via → Sign in  or select your saved Google access data.
• Set the → Action event  to → Create Spreadsheet Row  to add the contact to the list and click → Continue.
• Now define the storage location of the sheet by selecting → Drive → Spreadsheet → Worksheet.  Also define the column assignment so that the contact is entered in the correct place and click → Continue.
• Test the Zap via → Test Step  and check whether the contact has been entered correctly in the list.

Create KlickTipp Action

Create Zap

• Open the → Zaps  area in Zapier and click on → Create Zap.
• Select a trigger app, for example Calendly.

Configure Calendly trigger

• Select → Invitee Created as the trigger event.
  • This trigger is triggered as soon as a new booking is made in Calendly.
• If you have not yet connected your Calendly account to Zapier, you can do so now. Then click on → Continue.
• Set the desired → Scope (individual user, organization or group) and optionally select → Event Type. Then click on → Continue.
• Test the trigger with → Test Trigger  to check whether the data is successfully retrieved from Calendly.

Add KlickTipp action

• Select → KlickTipp  as the action app.
• Set the → Action event  to → Add Contact  to create a new contact.
• If you have not yet connected your KlickTipp account, you can do so now. Then click on → Continue.

Configure KlickTipp Action Event

• Assign the Calendly data to the appropriate KlickTipp fields:
  • First Name → Invitee First Name
  • Last name → Invitee Last Name
  • Email address → Invitee Email
• If you want to identify the source of the contact, you can add a tag, for example → Calendly booking.
• Make sure all required fields are filled out correctly and click → Continue.

Test and activate Zap

• Test the Zap with → Test Step  to transfer a test contact from Calendly to KlickTipp.
• Check in KlickTipp whether the contact was created successfully.
• If the test was successful, save the zap and activate it via → Publish.

KlickTipp Modules in Zapier

Available Triggers

Available Actions

Contact

• Add Contact: Creates a new contact.
• Update Contact: Updates a contact.
• Unsubscribe Contact: Unsubscribes a contact and prevents further communication.
• Get Contact: Returns the complete data of a contact.
• Get Contact ID: Returns the contact ID for the requested e-mail address.
• List Contacts: Lists the IDs of all active contacts.
• List Tagged Contacts: Lists the IDs and tagging times of all tagged contacts.

Contact Tagging

• Tag Contact: Links a contact with one or more tags.
• Untag Contact: Removes a tag from an existing contact.

Tags

• Create Tag: Creates a new manual tag.
• Update Tag: Updates a tag.
• Delete Tag: Deletes a tag.
• Get Tag: Returns the name and description of a tag.
• List Tags: Lists the IDs and names of all tags.

Opt-In Process

• Get Opt-in Process: Returns the complete data of an opt-in process.
• List Opt-in Processes: Lists the IDs and names of all opt-in processes.
• Get Redirect URL: Returns the redirect URL for a specific opt-in process.

Data Fields

• Get Data Field: Returns the ID and name of a specific data field.
• List Data Fields: Lists the IDs and names of all data fields.

Troubleshooting

Common problems and solutions

• Access invalid:
  • Error: "Failed to create a subscribe in KlickTipp. The app returned "API access denied.".
  • Make sure you are using the correct API credentials (username, not email address) - if you are using a sub-account, also check the role assigned to the authorization.
• Module setting incomplete:
  • Error: "Enter a valid value."
  • Make sure that all mandatory parameters (all fields with *) have been defined.
• Format error when transferring data:
  • Erorr: "Failed to create a subscribe in KlickTipp. The app returned "Invalid value in custom field."."
  • Check the data format and the allowed values for custom fields.
• Invalid address - validation failed:
  • Error: "Failed to create a subscribe in KlickTipp. The app returned "Update of contact failed."."
  • Check the data format and the allowed values for custom fields.

Further Resources

• KlickTipp API documentation
• Zapier Help Center
• KlickTipp Integration in Zapier