Zapier Use Cases

Zapier is an online automation tool that connects 1500+ apps, including Oktopost. Once you authorize your Oktopost account on Zapier, you can start using our premade Zaps or build custom automations using available Triggers and Actions.

In this article, we will go over some of the most popular Oktopost’s Zaps.

Get Slack channel notifications for new advocacy messages in Oktopost

Delivering social content to your employees in the most convenient ways is key to elevating your corporate advocacy program. In addition to Oktopost’s native email notifications, now you can automatically send Slack notifications whenever there is a new advocacy message added to your board.

Activate this Zap by choosing your Oktopost account in the first drop-down menu and your Slack account – in the second one. Next, specify a Slack channel to which you want to send notifications and click on Turn on Zap. From now on, you will receive a notification for every advocacy message added to your board.  

By default, notifications will come from the Oktopost bot and will look like this:

"A new post was added to your advocacy board: [Advocacy message content] [Advocacy message link]"

If you want to edit, customize or turn off this Zap, you can find it in My Zaps:

Create Zendesk tickets for new Oktopost assignments

Please note that Zendesk automations are available for Premium Zapier users only.

With Oktopost, you can listen to social buzz around your brand and assign relevant conversations to your customer support team. To streamline this process, Zapier can automatically create a Zendesk ticket once there is a new assignment in Oktopost’s Social Inbox.

Activate this Zap by choosing your Oktopost and Zendesk accounts and clicking on Turn on Zap.

By default, a Zendesk ticket created by this automation will have a title “[Assignment Date] New Oktopost Assignment” and its description will include an assigner name, their comment and the URL to this assignment inside the Oktopost.

To change these parameters or to add more data, click on Go to Advanced Mode while editing this Zap. You can always edit, customize or turn off this automation in My Zaps.

Create leads in Microsoft Dynamics 365 CRM for new social conversions

Oktopost allows B2B marketers to make their social leads visible to the sales team. With this Zap, you can automatically upload new Oktopost social conversions as leads to Microsoft Dynamics 365 CRM.

To activate this Zap, choose or add your Oktopost and Microsoft Dynamics 365 accounts. To modify default parameters, click on Go to Advanced Mode while editing. To change or turn off this Zap later, go to My Zaps.

Save new WordPress posts as Oktopost messages

If you use WordPress as your blogging platform, there is a faster way to share blog posts on social media. Zapier can automatically save your new posts as ready-to-publish messages in Oktopost.

To get started with this Zap, choose your Oktopost and WordPress accounts in the drop-down menu. Next, pick a social network for sharing your blog posts and add a campaign ID. If you want to share your posts to more than one social channel, you will have to add separate Zaps for each network.

To get a campaign ID, go to your Oktoposts account, choose or create a campaign for your blog posts, and copy ID from the campaign’s URL – a 15-character alphanumeric combination that comes after app.oktopost.com/. It should look like this: 002mtdkk6p5b12j or 002l8ppub9qhvza.  

By default, a new Oktopost message created by this Zap will contain a blog post title and a link attachment with an image thumbnail. To change these parameters, click on Go to Advanced Mode while editing. We recommend to always test customized Zaps before turning them on to make sure everything works as intended.

That’s just a few examples of what you can do with the Oktopost - Zapier integration. To access the full list of Oktopost’s premade Zaps, visit our integration page. In this article, you can find an overview of all Oktopost Triggers and Actions for building your custom Zaps.

You can reach out to Zapier support 24/7 at contact@zapier.com.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy For Salesforce
  6. How to Set Up The Eloqua Integration
  7. How to Set Up the HubSpot Integration
  8. How to Set Up The Salesforce Integration
  9. How to Set up The Microsoft Dynamics Integration
  10. Microsoft Dynamics Social Activity Entity
  11. Oktopost Solution Package for Microsoft Dynamics
  12. How to Set Up The Mautic Integration
  13. How to Set Up the Bitly Integration
  14. How to Set Up the Feedly Integration
  15. How to Set Up the Act-On Integration
  16. Feedly Custom Sharing with Oktopost
  17. Act-On Integration: Segmenting Lists Using Social Data
  18. Act-On Integration: Social Lead Scoring
  19. Conversion Tracking With Marketo Forms 2.0
  20. Marketo Integration: Lead Segmentation
  21. Marketo Integration: Interesting Social Moments
  22. How to Set Up the Salesfusion Integration
  23. How to Set Up the Pardot Integration
  24. Setting up the Google Analytics integration
  25. How to Set Up the Facebook Retargeting Integration
  26. How to Create a Facebook Audience Based on Social Behavior
  27. Attributing Social to Leads in Marketo
  28. Webhooks
  29. How to Connect Oktopost to Zapier
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters
  34. How to Track Conversion on HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
  37. How to Set Up Single Sign-on With AD FS
  38. How to Set Up Single Sign-on With Okta
  39. How to Set Up Single Sign-on With OneLogin
  40. How to Set Up Single Sign-on With Google Apps
  41. How to Set Up The Facebook Lead Ads Integration
  42. Zapier Use Cases
  43. How to Set up Oktopost for Bizible
  44. How to Format Dates in Salesforce Template Fields
  45. Social Attribution Parameters
  46. Lead Parameters
  47. How to Update an Existing Social Insights Installation

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