What You’ll Need:
A Zapier account
An active Sawyer Tools account
Your DirectIQ login credentials
Available Zap Templates:
📩 Add New Sawyer Tools Clients to DirectIQ
Automatically add new clients from Sawyer Tools to your DirectIQ contact list for marketing campaigns, segmentation, and follow-ups.
📬 Send DirectIQ Emails to New Sawyer Tools Clients
Trigger transactional emails in DirectIQ right after a new client is created in Sawyer Tools — perfect for welcome messages, class details, or onboarding information.
Setup Instructions:
1️⃣ Choose Your Template
Select one of the templates above to begin.
2️⃣ Connect Your Accounts
Log in to both your Sawyer Tools and DirectIQ accounts when prompted by Zapier.
3️⃣ Map Your Fields
Choose the client information you want to transfer, such as:
First Name
Last Name
Email Address
Email List
4️⃣ Test & Activate
Test your Zap to make sure it’s working properly. Then, activate it to start automating your workflow.
Need Assistance?
If you need help configuring this integration or creating effective email templates, our support team is ready to assist you. Contact us anytime at support@directiq.com.