What You’ll Need:
A Zapier account
An active TrekkSoft account
Your DirectIQ login credentials
Available Zap Templates:
📩 Add New TrekkSoft Guests as DirectIQ Contacts
Automatically capture guest information from TrekkSoft and add them as contacts in DirectIQ for segmentation and marketing campaigns.
📬 Send DirectIQ Emails for New TrekkSoft Guests
Trigger transactional or welcome emails the moment a new guest is added in TrekkSoft — ideal for confirmations, instructions, or waiver links.
Setup Instructions:
1️⃣ Choose Your Template
Select one of the Zapier templates above to start.
2️⃣ Connect Your Accounts
Log into both your TrekkSoft and DirectIQ accounts through Zapier.
3️⃣ Map Your Fields
Choose the guest details you want to transfer, such as:
First Name
Last Name
Email Address
Email List
4️⃣ Set Up Your Transactional Email
In DirectIQ, create the email you’d like sent when a new guest is added. All you need to to is map the necessary fields as described in the template.
5️⃣ Test & Activate
Run a test to confirm your Zap works correctly, then turn it on for automated contact sync and emails.
Need Assistance?
Contact our support team anytime at support@directiq.com for help with setup or customizations.