Using Zapier.com lookup tables

Are you already using Zapier.com to connect Riddle’s quiz maker with your CRM tool? You should try out the Lookup Tables feature in Zapier (using Riddle’s Zapier app) – it’s awesomely powerful; you can add tags to leads or send leads to specific lists based on their Riddle quiz results.

Lookup tables let you dynamically add data to leads captured with Riddle’s quiz creator – the downside is that this Zapier feature isn’t quite as user-friendly or intuitive as our quiz creator.

Video overview: Zapier lookup tables and Riddle

To save time, check out the video below by our CEO Boris for a live example of how to use Riddle with Zapier’s lookup tables.

Using Zapier.com Lookup Tables to add tags to Mailchimp Lists using Riddle Test results

How to set up Zapier’s lookup tables and Riddle

Okay, ready to dive in?

After completing the basic steps of connecting Riddle and your CRM tool in Zapier, add a step in between, using the Zapier Formatter / Utilities / Lookup Table tool.

What’s a lookup table?

It performs a simple task:

  • It looks at the value of a Riddle field (“Personality Result Title” for example).
  • Then based on the value of that field, it creates a new value.

Here’s an example:

  • You have 2 tags in MailChimp: “Awesome” and “Nice”
  • Your personality test has 2 results “Awesome personality” and “Nice personality”.

If you want to add a tag to your leads based on the results, you need to set up a lookup table like this:

how to setup a zapier.com lookup table

You can now use these values when you create a new account in your CRM.

  • All it takes is to select the “custom” option when mapping data.
  • When selecting “custom” you can use the values generated by the lookup table to populate your CRM’s data.

Testing your zap – some final advice

Please note that you should always skip the tests when using Riddle with zapier.com.

It’s a good idea by Zapier – but it doesn’t apply to our quiz maker.

  • Riddle data is generated dynamically when an end user goes through a quiz.
  • There is no default data we can send to Zapier.
  • Without default data, your test will fail – even though your zap is perfectly set up.

Always complete your zaps by skipping the tests and then testing out the flow yourself with a published Riddle.