Campaigns, documents, and advanced features
Zapier: notify on the first link click
Elite support2 min readThe quick answer
Choose the first-click trigger and check the classified click evidence. Your automation should handle retries without duplicating notifications or treating a gateway scanner as a person.
Connect an automation or CRM
Review the integration
Open Settings → Integrations. Native CRM connections depend on plan, configured provider credentials, and the connection's displayed readiness state.
Connect with limited access
Use the provider's Connect flow for a native integration. Zapier and Make use scoped API tokens; select only the necessary event/contact/webhook/send scopes.
Map the event or fields
Choose the event and matching contact identity. First-open, first-click, and first-document-view triggers measure different activity.
Test and monitor
Use a fictional contact and controlled message. Confirm both the Elite event and the destination's result, including duplicate/retry handling.
IN YOUR WORKSPACE
What it looks like
CRM contact synchronization feeds the shared Contacts workspace.
- Search and filters
Find contacts and review the audience before sending.
- Contact records
Open a contact to inspect its details and activity.
