The Pendo Platform-Zapier integration is currently in beta and early access is controlled by an invitation link (Pendo-Zapier Invitation). Detailed instructions on setting up the integration are in this article. Selecting the wrong Pendo version in Zapier or entering an incorrect integration key will result in a failed integration. Follow the instructions carefully.
Pendo Feedback is a public app in Zapier and does not use the invitation link. Read the Zapier Integration Setup with Feedback article for information on the Feedback-Zapier integration.
Pendo’s integration with Zapier makes it super easy to take action on everything a user does in your product. By leveraging over 2000 Zapier supported apps, you’re able to connect to many products and use Pendo data to trigger actions in other apps.
To use this integration you will need:
- Admin User permission for your Pendo subscription
- API Access enabled to generate an integration key
- If you do not have admin access, reach out to your Pendo admin and they are able to adjust your permissions.
- If you do not have integration key access, please reach out to your Pendo Representative.
How it works
Pendo Segments and Reports
For every action you want to automate with Zapier, you need to tell it which accounts or visitors the automation should apply to. This is done using segments. The segment rules define which visitors will end up on the report, and the report defines the visitors and associated data that will end up in Zapier.
When you make a Zap (Zapier’s term for workflow), you will link a Pendo report to Zapier. When this happens, Zapier goes into Pendo and takes a snapshot of the report and the visitors who appear on it. It uses this snapshot as the foundation for automating actions moving forward.
Note: Zapier is not intended to be used for one-time, bulk, actions. If you’re looking to bulk email users, you should simply download the visitor report as a .csv file and upload it to the email client of your choice. Zapier is intended to automate future activity so that you do not have to manually do it each time.
Depending on your plan level, Zapier will go into the report every 5 to 15 minutes and look for any new additions to the list. If it finds a visitor that was not there last time it checked, it will fire off the next step of the Zap. If it does not find any new visitors, it will not do anything and will check the report again in 5 to 15 minutes. This process repeats itself indefinitely according to your Zapier plan limits.
Configure Pendo-Zapier Integration
Create Pendo Integration Key
Before heading over to Zapier, set up an integration key in Pendo.
Click on Integrations in Settings.
Click the Integrations Key tab to create new integration keys.
Click + Add Integration Key and give the integration key a name, like "Zapier", then click Create.
Now that you’ve generated an integration key, go to Zapier and create a free account or log into your existing account if already have one.
Link Pendo and Zapier
While the Pendo-Zapier integration is still in beta, you won’t be able to find Pendo in Zapier’s dashboard until you’ve been invited.
Click this invitation link and then click Accept the Invite & Build a Zap.
Now that you have access, you need to link your Pendo subscription to Zapier using the integration key you created in Integration Keys. You'll do that while making your first Zap.
Click Make a Zap or Create Zap on the Zapier dashboard. You'll be prompted to choose a trigger app.
Search for Pendo and Select Pendo (2.0.0). The 1.X version numbers are previous version of the integration and will not work.
Select a trigger. Visitor in Report, which pulls from Visitor Reports, or Account in Report, which pulls from Account Reports, are the only available options currently.
Click Continue to link your Pendo and Zapier accounts.
Click Sign in to Pendo (2.0.0) to access the Zapier permissions page where you must enter the integration key generated in Pendo Integrations Key Settings.
Enter the integration key and Click Yes, Continue to connect Zapier with your Pendo subscription.
That’s it! Your Zapier account and Pendo are connected. Pendo (2.0.0) will be available as a trigger app when creating Zaps.
Pulling Pendo Data into Zapier
After connecting Zapier and Pendo, you are prompted to select a Pendo (2.0.0) account.
Select Pendo (2.0.0) host=app.pendo.io and click Continue.
Customize Visitor (or Account if you select Account in Report as the trigger) prompts you to choose that report ID that will be used to fire the Zap.
Choose a Report ID and click Continue. The dropdown menu will populate with the Visitor or Account reports from Pendo.
Test your trigger to run a Zapier query for Pendo data and confirm that the correct account and report are being used.
Confirm the visitor or account data that Zapier found by querying your Visitor or Account Report.
Continue to Step 2 and build your Zap! Your Pendo integration is working and you're pulling Pendo data to trigger your Zap. Use your Pendo report data to activate any of Zapier's other integrated apps and events. If you need ideas, check out our Zapier Recipes.
Errors and Recommendations
If you are receiving errors with our beta Zapier integration, check below for troubleshooting recommendations.
Invalid Integration Key (403)
If you receive the following error while trying to authenticate your Pendo account with Zapier, it means the integration key wasn’t valid. Double check the key to make sure it matches the one you generated in Pendo. If it is not an exact match, it will not authenticate.
Read timed out
"Your Zap titled ‘Zap Name’ has been turned off because we’re getting repeated errors nearly every time we try to run it."
This is due a 30 second timeout set on the Zapier side. To alleviate this issue, try shortening your report’s date range in Pendo. If you still continue to encounter issues, reach out to technical support by submitting a ticket.