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MarketVue Zapier integrationAutomate MarketVue with Zapier.
The MarketVue Zapier integration links your direct mail campaigns to the rest of your tools. Zapier offers 2 triggers, 1 action and 0 searches for MarketVue: calls and web submissions go out to other apps, and other apps can order a mailpiece.
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What the MarketVue Zapier integration does for your campaigns
MarketVue runs direct mail from one place: you design the piece, send it and follow the response. Hooking it to Zapier lets the responses it collects reach your other apps, and lets those apps add people to a mail campaign. Both directions are covered, through two triggers and one action.
Three typical results. A sales follow-up list that fills itself: each time someone fills in the form on a campaign lander, New Web Submission passes the entry to your CRM or your spreadsheet. A record of phone responses: New Call fires when a call comes in, so every incoming call can be logged next to the web leads. And a mailing list fed from elsewhere: Create Mailpiece adds a recipient to a given campaign, with a full postal address, whenever another app hands one over.
Both triggers are instant, which is good news on a free plan: no waiting for a timed check, whatever your subscription.
What Zapier does not do with MarketVue: there is no search step, so a Zap cannot look up an existing mailpiece or a campaign. There is no action to edit or cancel a mailpiece once created, and nothing to design the piece itself. Campaign setup stays in MarketVue. If you are weighing other tools, see our Make vs Zapier comparison and our Zapier review.
Zapier words you will meet on this page
Seven terms, one line each, in everyday language. Once read, they are used without a reminder.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
- Trigger
- The event in an app that starts the Zap, such as a new call in MarketVue. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes, sends or moves something. In MarketVue, that is Create Mailpiece.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan allowance is a count of those tasks.
- Instant vs polling
- An instant trigger is reported by the app the moment it happens. A polling trigger is checked by Zapier on a timer instead.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it there otherwise.
- Search step
- A step that looks up something already stored in an app for later steps to use. MarketVue has no search step on Zapier.
What a MarketVue Zap costs
MarketVue is not a premium app, so it runs on the free Zapier plan. What you pay for is tasks, and only actions create them.
- Free plan100 tasks a month, two-step Zaps
- Premium appNo
- MarketVue triggersBoth instant, free to fire
- BilledEach successful action
New Call and New Web Submission cost nothing when they fire. Each action that succeeds after them counts as one task, and a failed action is not counted. Create Mailpiece follows the same rule: one successful mailpiece, one task. The free plan gives 100 tasks a month and unlimited Zaps of two steps, one trigger and one action. Add a filter or a second action and the Zap turns into a multi-step Zap (anything beyond one trigger and one action), which needs a paid plan. The interval grid below does not apply to the two MarketVue triggers, which are instant; it only matters when another app's polling trigger starts a Zap that ends on Create Mailpiece.
Connect MarketVue to Zapier in three steps
- 01
Open the Apps page
In Zapier, open the Apps page of your account and click + Add connection. You need a MarketVue account first; Zapier connects to it, it does not open one for you.
- 02
Pick MarketVue
Search for MarketVue in the dialog, select it, then click Add connection. A new browser tab opens on the MarketVue side so you can sign in to your account.
- 03
Sign in and grant access
Log in to MarketVue in that tab and allow Zapier in. The connection (your account linked once and reused by every step) is now listed. Using a colleague's campaigns? Make sure the account can read and write them.
Your first Zap: lander submissions into your CRM
GoalEvery form submitted on a campaign lander creates a contact in your CRM, but only when a field you pick matches your rule.
- 01
Pick the trigger
Create a Zap, choose MarketVue as the trigger app and New Web Submission as the event. Enter the Campaign ID of the campaign whose lander you want to watch.
- 02
Test with a real entry
Run the trigger test. Zapier brings back the three most recent submissions of the connected account; pick a complete one so the rest is mapped on real data.
- 03
Add the filter
From the plus icon, add Filter and set the field, the rule and the value. Use a text rule on a text field. The filter makes this a multi-step Zap, so a paid plan.
- 04
Add the CRM step
Add your CRM with its create-contact action and map the fields of the submission into it. Check at test time which fields the submission actually carries.
- 05
Test, then publish
Test the CRM step once and read what came back. When the contact looks right, click Publish: the Zap is on from that moment.
MarketVue triggers in Zapier
2 events start a Zap when something happens in MarketVue, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Call
Instant triggerIn Zapier“Triggers when a new phone call is received.”
Starts a Zap each time MarketVue receives a new phone call. That gives you a way to keep phone responses to a mailing in the same place as the rest of your follow-up, instead of reading them off a separate screen.
New Web Submission
Instant triggerIn Zapier“Triggers when there is a new submission to the selected web lander.”
Fires when someone submits the form on the web lander of a campaign you select. Each entry becomes a starting point for the rest of the Zap, whether that is a contact, a row or a message to the team.
The MarketVue action in Zapier
MarketVue gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Mailpiece
ActionIn Zapier“Creates a Mailpiece for an specific campaign”
Adds a mailpiece to a chosen MarketVue campaign for one recipient, so a person collected elsewhere gets the piece without anyone typing the address into MarketVue.
When a MarketVue Zap breaks
Zapier links no help article to MarketVue, and the source records no limit specific to the app. The cases below come from how Zapier behaves in general.
Four cases are worth reading before you publish. Each has a simple fix. If a Zap still fails after that, our Zapier troubleshooting page is the next step.
Past calls and submissions stay put
A Zap only reacts to what happens after it is switched on. Calls and lander entries received before that are not sent anywhere; moving them is a separate job.An address is incomplete
Create Mailpiece requires a name, an address, a city, a state and a zip code. If one is empty in the source app, the step fails, and a failed action costs no task.A Zap that feeds itself
A Zap that writes into the very place its own trigger watches can set itself off again and again, burning through tasks. Keep the trigger and the action on separate things.A huge batch held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those items back instead of passing them all on.
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