Setting Up Daily.AI Integrations: A Complete Guide

Understanding how to properly connect Daily.AI with your customer relationship management (CRM) system is crucial for maintaining synchronized subscriber lists and ensuring smooth data flow. This guide will walk you through the integration options available and help you set up the connection that works best for your needs.

Understanding Your Integration Options

Daily.AI offers two primary ways to integrate with your existing systems:

Native Integrations

Daily.AI provides built-in connections with several popular CRM platforms:

• Salesforce
• HubSpot
• Keep
• GoHighLevel

These native integrations offer the most streamlined setup process and often provide additional features specific to each platform.

Zapier Integration

For all other CRM systems, Daily.AI uses Zapier as the connection bridge. This provides flexibility to connect with hundreds of different CRM platforms while maintaining reliable data synchronization.

Setting Up Native Integrations

If you use one of the supported CRM platforms (Salesforce, HubSpot, Keep, or GoHighLevel), here's how to establish the connection:

1. Access the Integration Setup:
   • Log into your Daily.AI dashboard
   • Navigate to the Audience tab
   • Click on Integrations
   • Select your CRM's icon
2. Authentication:
   • Enter your CRM credentials when prompted
   • Grant necessary permissions for data synchronization
3. Important Considerations:
   • Some integrations support syncing with existing lists
   • Others only sync new contacts going forward
   • If your integration only syncs new contacts, make sure to provide your existing list to Daily.AI separately to ensure complete data alignment

Setting Up Zapier Integration

For CRM systems without native integration, you'll need to set up a Zapier connection. Let's break this down into manageable steps.

Understanding Zapier Basics

Zapier works on a trigger-and-action model:

• Trigger: An event that starts the automation (like a new subscriber being added)
• Action: What happens in response to that trigger (like adding the subscriber to Daily.AI)

Supported Zap Types

Daily.AI supports four different types of zaps for complete synchronization:

1. New Subscriber Sync:
   • From CRM to Daily.AI: When someone new joins your CRM
   • From Daily.AI to CRM: When someone subscribes through Daily.AI
2. Unsubscribe Sync:
   • From CRM to Daily.AI: When someone unsubscribes in your CRM
   • From Daily.AI to CRM: When someone unsubscribes from your newsletter

Step-by-Step Zapier Setup

1. Initial Setup:

   • Open your Daily.AI dashboard
   • Navigate to the Audience tab
   • Locate the Zapier integration information
   • Create or log into your Zapier account

2. Connecting Daily.AI with Zapier:

   • Click the invite link for the Daily.AI Zap application
   • Accept the invitation
   • Click "Build a Zap" to start creating your automation

3. Creating Your First Zap:

   For CRM to Daily.AI subscriber sync:

   a. Set up the Trigger:

   • Choose your CRM as the trigger app
   • Select the appropriate trigger event (usually "New Contact" or similar)
   • Configure the trigger settings specific to your CRM
   • Test the trigger to ensure it works

4. b. Set up the Action:

   • Search for and select Daily.AI
   • Choose "Subscriber Signup" as the action
   • Sign in to Daily.AIthrough Zapier:
     • Copy the API key ID and user ID from Daily.AI's Zapier integration information
     • Paste these credentials into Zapier
   • Map the email field from your CRM to Daily.AI's subscriber email field
   • Add the newsletter ID from Daily.AI to the corresponding field
   • Test the action step

Verifying Your Integration

After setting up your zaps, it's important to verify they're working correctly:

1. Monitor Zap History:
   • Access your zap's run history in Zapier
   • Check for successful executions
   • Review any error messages if present
2. Verify in Daily.AI:
   • Go to the Audience tab
   • Check the Groups section
   • Look for new subscribers in your subscriber list
   • Allow 2-3 minutes for new records to appear

Testing Your Integration

To ensure your integration is working properly:

1. Add a test contact to your CRM
2. Wait 2-3 minutes for processing
3. Check your Zapier run history
4. Verify the contact appears in Daily.AI
5. Repeat the process in reverse if you've set up bi-directional sync

Best Practices and Tips

To maintain a healthy integration:

1. Regular Monitoring:
   • Check your Zapier dashboard periodically
   • Monitor for failed zaps
   • Review sync status in both systems
2. Data Management:
   • Keep your CRM data clean and formatted correctly
   • Regularly audit your subscriber lists
   • Address sync issues promptly
3. Testing:
   • Use test contacts when setting up new zaps
   • Verify both subscription and unsubscription workflows
   • Document your testing process for future reference

Troubleshooting Common Issues

If you encounter problems with your integration:

1. Check Your Credentials:
   • Verify API keys are current
   • Ensure all necessary permissions are granted
   • Confirm your Zapier account is active
2. Data Issues:
   • Verify email format consistency
   • Check for required fields in both systems
   • Ensure character limits are respected
3. Sync Delays:
   • Remember that syncs aren't instantaneous
   • Allow 2-3 minutes for changes to propagate
   • Check Zapier's status page for system issues

Getting Help

If you need assistance with your integration:

• Review the Zapier run history for specific error messages
• Check Daily.AI's documentation for updated integration guides
• Reach out to support with specific details about any issues encountered

Remember, a well-configured integration will save you time and ensure your subscriber data stays synchronized across all your systems. Take the time to set it up correctly and test thoroughly.

Here is a video-guide to help you get started: https://www.loom.com/share/fed30f467c8d4cf98bcde2ce4cf90aa8