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Zapier

Zapier lets you connect Wistia and the apps you use everyday. Build a custom automation for your next media project!

Caroline F avatar
Written by Caroline F
Updated over a year ago

Zapier is a tool to help you boost efficiency and automatically handle tedious manual workflows between your online services, they also happen to work quite well with Wistia!

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Automatically Send a Thank You Email to Wistia Media Visitors

Ever wanted to automatically thank people who watched your Wistia media? Now you can with this Zapier integration.

Here’s what you’ll need:

  • A Zapier account

  • A Wistia account

Getting Your Accounts Ready

To connect your Wistia account to Zapier, you’ll need to get your Wistia API Token, you can find that from your Account Settings -> API tab.

Integrating Wistia and Zapier

All we have to do now is create a Zap to send those visitors an email. Click the button below to get started.

To start, you’ll connect your Wistia account to Zapier. After clicking to ’Connect', you’ll insert the API token from your Wistia account. Once you’ve done that, select ’Yes, Continue'.

Next you’ll want to customize the email being sent to viewers of the media. Feel free to customize the subject and body to read whatever you like!

Map Fields From Wistia into Email by Zapier

From here we’ll turn your Zap on and move on to testing that Zap. Your Zap will check for new Wistia visitors to send that email, you may get asked to ’create' a visitor by entering your email on the media yourself.

Next you’ll actually test the Zap by clicking to send the email you configured. You can click ’Show Email Preview' to see what email is receiving that email and what it looks like as a final double-check.

Zapier Email Action Test

Note

By clicking ’Continue + Send to Email', you will generate a real email that your visitor will receive.

After testing, you’re all set! That Zap will continue to check for new visitors and then send them an email when they watch media on your Wistia account.

Automatically send Wistia Leads to a Spreadsheet

If you want to take the leads that watch your Wistia medias and add them to a spreadsheet for further analysis, you’re in luck! Now you can do that with this Zapier integration.

Here’s what you need:

  • A Zapier account

  • A Wistia Account

  • A Google Docs Account

Getting Your Accounts Ready

To connect your Wistia account to Zapier, you’ll need to get your Wistia API Token, you can find that from your Account Settings -> API tab.

For Google Docs, you’ll want to create the spreadsheet that will hold your leads. Make sure that there are column headers in Row 1, and that there’s data under the column headers in Row 2. Check out this link for more on setting up your spreadsheet with Zapier.

Integrating Wistia with your Google Drive Spreadsheet

All we have to do now is create a zap to send those Wistia leads to your spreadsheet. Just click the button below to get started.

To start, you’ll connect your Wistia account to Zapier. After clicking to ’Connect', you’ll insert the API token from your Wistia account. Once you’ve done that, select ’Yes, Continue'.

After that you’ll connect your Google Drive account to Zapier. Make sure you’re logged in to the Google account you want to connect, then click ’connect'. You’ll get a pop-up asking to log-in and allow access to Zapier. Once you allow that you’ll be able to proceed with your Zap!

Next we’ll choose the Drive folder and Spreadsheet that you want to send the leads to.

Choose Google Drive Folder in Zapier
Choose Google Drive Spreadsheet in Zapier

Once you’ve done that, you’ll have your column headers populate from your spreadsheet, and you can choose what data from Wistia you want to go in each column.

Map Fields From Wistia into Google Sheets

From here you’ll move on to testing that Zap. Your Zap will check for new Wistia visitors to send to your spreadsheet, you may get asked to ’create' a visitor by entering your email on the media yourself.

Next you’ll actually test the Zap by clicking to create the spreadsheet row you configured.

Zapier Google Sheets Action Test

After testing, you’re all set! That Zap will continue to check for new visitors and then send them to your spreadsheet when they watch media on your Wistia account.

Automatically send Wistia Leads to Salesforce

If you want to take the leads that watch your Wistia medias and add them to Salesforce for further follow up, you’re in luck! Now you can do that with this Zapier integration.

Here’s what you need:

  • A Zapier account

  • A Wistia Account

  • A Salesforce Account

Getting Your Accounts Ready

To connect your Wistia account to Zapier, you’ll need to get your Wistia API Token, you can find that from your Account Settings -> API tab.

Integrating Wistia with Salesforce

All we have to do now is create a Zap to send those Wistia leads to Salesforce. Just click the Use this Zap button to get started.

To start, you’ll connect your Wistia account to Zapier. After clicking to ’Connect', you’ll insert the API token from your Wistia account. Once you’ve done that, select ’Yes, Continue'.

After that you’ll connect your Salesforce account to Zapier. Make sure you’re logged in to the Salesforce account you want to connect, then click ’connect'. You’ll get a pop-up asking to log-in and allow access to Zapier. Once you allow that you’ll be able to proceed with your Zap!

Once both accounts are connected, the next screen shows what Salesforce Objects are available to use. In this case, you’ll want to select “Lead.” From here, you’ll set up the action taken next and fill in the required fields and any additional ones you’d like populated in your new record in Salesforce.

Zapier Action Fields for Salesforce Record

After you do that, you can click to continue and your Zap will be turned on!

From here you’ll move on to testing that Zap. Your Zap will check for new Wistia visitors to send to Salesforce, you may get asked to ’create' a visitor by entering your email on the media yourself.

Next you’ll actually test the Zap under “Test action.”

Zapier Salesforce Action Test to Send Record

After testing, you’re all set and can publish your Zap! That Zap will continue to check for new visitors and then send them to Salesforce when they watch media in your Wistia account.


Automatically Send a Follow-Up Email to Wistia Media Visitors from Gmail

Ever wanted to automatically follow up via email with people who watched your Wistia media? Now you can with this Zapier integration.

Here’s what you’ll need:

  • A Zapier account

  • A Wistia Account

  • A Gmail account

Getting Your Accounts Ready

To connect your Wistia account to Zapier, you’ll need to get your Wistia API Token, you can find that from your Account Settings -> API tab.

Integrating Wistia and Gmail

All we have to do now is create a Zap to send those visitors an email. Click the button below to get started.

To start, you’ll connect your Wistia account to Zapier. After clicking to ’Connect', you’ll insert the API token from your Wistia account. Once you’ve done that, select ’Yes, Continue'.

After that you’ll connect your Gmail account to Zapier. Make sure you’re logged in to the Google account you want to connect, then click ’connect'. You’ll get a pop-up asking to log-in and allow access to Zapier. Once you allow that you’ll be able to proceed with your Zap!

Next you’ll want to customize the email being sent to viewers of the media. Feel free to customize the subject and body to read whatever you like!

Customize Gmail Email in Zapier

From here we’ll turn your Zap on and move on to testing that Zap. Your Zap will check for new Wistia visitors to send that email, you may get asked to ’create' a visitor by entering your email on the media yourself.

Next you’ll actually test the Zap under “Test action.”

After testing, you can publish your Zap and you’re all set! That Zap will continue to check for new visitors and then send them an email from Gmail when they watch a media on your Wistia account.

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