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      Setting Up the “Insights Power” Zapier Integration with Flexible Data Support

      This guide provides step-by-step instructions for setting up the Insights Power Zapier Integration, enabling you to connect multiple systems to Insights Power

      This guide provides step-by-step instructions for setting up the Insights Power Zapier Integration, enabling you to connect multiple systems to Insights Power for data tracking across various activity sources (e.g., call tracking platforms, form submissions, impressions). The guide includes setup information for fields, flexible data entry, and options for custom platform support.

      1. Adding the “Add Activity” Action to Your Zap

      • Step 1: In your Zap workflow, add a new action and select the Insights Power app.
      • Step 2: Choose the Add Activity action to send an activity record to Insights Power.

      2. Configuring Basic Fields

      After selecting Add Activity, you’ll be guided to configure the key fields needed to connect Insights Power with your system:

      • Input Source: Choose the source of the activity data from a dropdown. Available options include CallRail, Google My Business, Facebook Lead Ads, and others. This field represents the platform where the activity originated.
      • Activity Type: Select the type of a
        ctivity you’re recording, such as Call, Form, Impression, Click, Conversion, or CRM.

      3. Setting Client Information

      To link the activity to your Insights Power account, fill in the following fields:

      • Analytics Power Client ID: Enter the unique client ID from Insights Power. This ID is specific to your account and connects your data to the right client profile.
      • Analytics Power Client System ID: Optionally, provide the system ID for your client account within Insights Power. This field is useful for managing multiple systems under a single account.

      Note: You can find the Client ID and Client System ID in your Insights Power account dashboard. For more information, refer to the Insights Power help center or contact support if you’re unsure where to find these IDs.

      4. Setting Activity ID and Activity Date values

      • Activity ID: If the system you are connecting from provides a Unique ID for the activity, you can specify that field in the Activity ID field. If it does not provide one, or you are unsure you can leave it blank and Insights Power will generate one automatically.
      • Activity Date: If the system you are connecting from provides a reliable timestamp of when the activity happened (such as"Start Time" from CallRail for example) you can use that dynamic field. If it does not, or it does not have timezone in it, you can leave it blank and Insights Power will generate one based on the import timestamp. since this integration is designed to receive realtime triggers of new records.

      4. Configuring Flexible Activity Data with Additional Activity Detail

      The Additional Activity Detail section allows you to add custom fields specific to your platform or data needs. This is a flexible, “dictionary-like” field where you can enter key-value pairs based on your specific use case.

      • Example Fields: For CallRail, you might include fields such as customer_name, call_duration, utm_campaign, etc. For Google My Business, fields like customer_location, referrer_url, or click_count may be applicable.
      • How to Add Fields: Click on each field to define a key (e.g., utm_source) and then map it to the respective source data field within Zapier. The more detailed data you add, the more comprehensive your activity tracking.

      Pro Tip: Consult the suggested fields per platform list in the Insights Power knowledge base for recommended fields. If a platform isn’t supported, reach out to Insights Power at support@n90.co to request a custom system definition.

      5. Example Data Setup

      Here is an example of how to set up the fields in the Additional Activity Detail section for a CallRail integration:

      • customer_name: John Doe
      • customer_phone: +14808741665
      • duration: 120 (seconds)
      • utm_source: google
      • utm_campaign: GMB
      • gclid: EAIaIQobChMItOnLr... 

      Use these key-value pairs based on your tracking requirements.

      6. Testing the Setup

      Once your configuration is complete, proceed to the Test tab in Zapier to ensure the integration is working as expected. Zapier will attempt to send a test record to Insights Power with the data you configured.

      • Verify that all fields, especially Additional Activity Detail, are correctly populated.
      • Check for any errors or missing data fields in the test response.

      Important: For debugging, you can print the JSON payload to see the exact structure before it’s sent. Make sure the activity_additional_data_2 field is correctly encoded as a JSON object.

      Additional Resources

      • Suggested Fields Per Platform: Refer to the Insights Power knowledge base for a list of recommended fields for each platform.
      • Support: If you encounter any issues or need additional help, contact Insights Power support at support@n90.co.
      • Custom Platform Requests: For new platforms, reach out to support to get a custom system definition added.

      With this guide, you can set up and customize the Insights Power integration to capture activity data from multiple sources, enabling comprehensive tracking and reporting across your platforms.