Integrating your email service provider with third-party tools is essential in today’s digital environment. Most businesses depend on a wide range of software - CRMs, e-commerce platforms, automation systems, and email marketing tools. While each plays an important role, real efficiency is achieved when these tools work together seamlessly through integrations. By integrating Zapier with Elastic Email, businesses can easily automate processes and keep all their systems working together smoothly.
Connecting Elastic Email with Zapier allows you to automate processes across your entire business ecosystem. Zapier acts as a universal connector, bridging Elastic Email with thousands of apps and workflows, without requiring advanced coding skills. This integration removes friction between separate software tools, reduces manual work, and ensures information flows reliably across your tech stack. Whether you are collecting leads, nurturing customers, managing transactions, or tracking engagement, a well-connected workflow can significantly boost the efficiency, accuracy, and scalability of your business.
Table of Contents
- Why is integrating Elastic Email so important?
- Elastic Email built-in triggers and actions in Zapier
- Examples - how to use Elastic Email and Zapier
- Integrating external tools with Elastic Email via Zapier
- Elastic Email x Zapier - summary
Important note: API keys and SMTP credentials are available in both Elastic Email products - Email Marketing and Email API. This gives users greater flexibility and the ability to choose features and pricing plans that best match their needs.
Elastic Email offers comprehensive email marketing and transactional features, which can be further enhanced when integrated with your existing business tools. Zapier acts as a universal connector, bridging Elastic Email with thousands of applications for automated workflows.
Why is integrating Elastic Email so important?
- Centralizing your Email Communication
For many companies, Elastic Email is the final step in their workflows - sending confirmations, newsletters, and onboarding sequences. With additional integrations, users can ensure that emails are triggered at the right moment with the most accurate data.
- Eliminating the need for manual data entry
Integrated workflows remove the need to export or import contact lists or manually tag subscribers. Everything happens instantly between apps - for example, between your CRM and Elastic Email.
- Leveling up Customer Experience
Timely communication is key. Order confirmations and system notifications sent within seconds of an action have a direct impact on customer satisfaction.
- Unlocking more real-time automation triggers
Events occurring in your CRM, e-commerce stores, or signup forms can instantly trigger email actions in Elastic Email. Conversely, Elastic Email can send engagement data back to other systems for advanced segmentation and reporting.
Elastic Email built-in triggers and actions in Zapier
Lately, we have added more triggers to our integration with Zapier. We will shortly present to you all of those.
Trigger events:
- Contact added
- Triggers when a new contact with an Active or Engaged status is added to your Elastic Email account.
- Contact added to list
- Triggers when a new contact with Active or Engaged status is added to a specific list.
- Contact triggered automation
- Triggers when a contact is added to an automation.
- Contact unsubscribed
- It triggers when contact status is changed to “Unsubscribed” - whether it’s a manual unsubscribe or via the unsubscribe link.
- Email opened
- Triggers when a contact opens a campaign.
- Get Users Lists
- Triggers when a contact list is fetched from your account.
- Link Clicked
- Triggers when a contact clicks any link in a selected campaign.
- Specific Link Clicked
- Triggers when a contact clicks only a specific link in a selected campaign.
Some of these triggers allow you to gain instant insights into your account performance, others can enhance your account security, and some can be used simply to trigger additional actions in other apps. Later, we will show you practical examples.
Action events that are based on specific Elastic Email app actions:
- Add a contact
- Add a new contact to your Elastic Email account with custom fields.
- Create List
- Create a new list in your Elastic Email’s account.
- Delete Contact
- Deletes a contact from your Elastic email account.
- Delete contact from list
- Deletes a contact from a specific list.
- Send Campaign
- Send a campaign to a specific list or segment.
- Unsubscribe Contact
- Contact is being unsubscribed from your account.
- Find Contact
- Search for a contact by email in your Elastic Email account.
- Find Contacts in List
- Search for contacts in a specific list.
How to use those? I will share with you some useful real-life examples.
Examples - how to use Elastic Email and Zapier
For example, if you care about the highest standards of security, in addition to using 2FA and managing granular access, you may still want to be notified when someone fetches specific lists. Even if it’s a team member and completely within their responsibilities, it’s good practice to monitor such activity to find inappropriate behaviour beforehand.
For sales teams, it’s especially useful to know when someone clicks a particular link in your campaign. Whether it’s related to a virtual demo or extra onboarding, a quick notification lets your team reach out while interest is high. It increases salesmen's chances of reaching clients when they are really thinking about your product.
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And one more example - if you care about list hygiene, you might want to remove unsubscribed users immediately. You don’t have to do it manually - you can automate the entire process instead. Use “Contact unsubscribed” as a trigger and “Delete Contact” as an action. With this workflow, you can be sure that all unsubscribed users are deleted from your account. It also eliminates the risk of any compliance breach from accidentally sending emails to them.
Integrating external tools with Elastic Email via Zapier
As you can see, there are multiple triggers and actions that can be set up immediately. If you want to use Zapier as a connector between Elastic Email and other tools, that’s possible as well. Here are some examples that might be useful for your business.
For example, you are running Meta Lead Ads to expand your customer lists. You want to immediately reach those contacts with a dedicated campaign in Elastic Email. Without integration, you would have to manually download the list and upload it one by one - or via a CSV file - before setting up automation or sending a campaign. With integration, however, you can automate the entire process by selecting the appropriate triggers and actions. It could look like this:
This workflow automatically captures new Meta Ads leads, adds them to a specific Elastic Email list, and sends them your prepared email. Another useful example is connecting with Typeform (or Jotform or similar). Users fill out a reservation form and provide all the required information. Contacts are automatically added to Elastic Email, with custom fields populated, and in the next step, an introductory email is sent with all the necessary information.
Via Zapier, Elastic Email can also be connected with your CRM, for example, HubSpot or Pipedrive. When a new deal is created or a contact’s status changes, the specific user can be added to a selected contact list in Elastic Email. This integration allows you to have more control over your clients, with immediate status updates in both tools that are crucial for your business.
Elastic Email x Zapier - summary
We are approaching a point where integrations will not be just a “nice to have” but a “must-have,” not only for large companies but also for growing businesses. They not only save time and help bypass repetitive tasks, but they also have a significant impact on daily workflows and the overall quality of work. Connecting different tools produces the best results.
That’s why we are constantly working to expand the range of integrations available to our users. Recently, we added Canva, which you can read about here. And in January, we have more surprises for you - this time aimed at making your e-commerce email workflows even easier. Stay tuned!
You can find the full list of Elastic Email integrations here.
Filip Blajet
Filip is a marketing specialist at Elastic Email, who spends a lot of time with data and ads. Outside of work, he loves football, binge watching tv series and travelling.
