How to link your Trezoro account with an emailing platform

Set your login credentials in the Trezoro backend (if you haven't already). Click your email address and go to Account Settings. Here you will need to nominate a password to access your Trezoro account. Click Save.

Once you know your login credentials you need to click on this Zapier link invite.

Accept the link invite to start building a zap.

*NOTE: Create a Zapier account if you do not have one yet.

Click the CREATE ZAP Button.

Look up the Trezoro app by creating a Trigger.

Under Trigger Event, select New Customer.

Now link your Trezoro account with Zapier.

Once signed in, click Continue and then Perform Test Trigger

Proceed by adding an Action. Add your preferred emailing platform/app.

Create an Action Event. Select the necessary action (e.g. Add/update subscriber, Create Contact, Update Contact.

Link your emailing platform account with Zapier.

Select the correct fields to match that from your emailing platform with Trezoro.

Don't forget to test the Triggers/Actions.

Click Publish Zap. Don't forget to rename your Zap accordingly.

Any new customer added to Trezoro will now be automatically synced with your emailing platform. Please allow a few minutes for newly added profiles to appear on your emailing list.

Additionally, you can create a Zap to sync new customers from your emailing platform to your Trezoro database. However, please note that editing an email address in your email list will create a new profile in Trezoro rather than updating the existing one.