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Zapier Integration

You can now connect Delightree to thousands of tools like Google Sheets, BambooHR, Salesforce, and Power BI using Zapier. Automate user syncs, location updates, and KPI exports — no coding required.

What’s New

Delightree now connects directly with Zapier, allowing you to automate tasks and sync data between Delightree and thousands of other business tools — no coding or engineering work required.

This integration lets you move information automatically between systems like HR platforms, CRMs, spreadsheets, communication tools, and BI dashboards.

Who is this for?

Corporate Admins, Operations, Training, IT, Franchise Leadership

🔔 Triggers (Events happening inside Delightree)

A trigger fires when something changes in Delightree.
For example:

  • A new user is created

  • A new location is added

  • KPI or analytics data is updated

When a trigger occurs, Zapier can automatically push that information to another system (Google Sheets, BambooHR, Salesforce, etc.).

Actions (Zapier can write data into Delightree)

Zapier can now create or update certain records inside Delightree, such as:

  • Automatically creating a new user when an employee is added to your HR system

  • Updating a location in Delightree when information changes in another platform

How This Helps You

With the Zapier integration, you can automate workflows like:

👥 User Syncing

Automatically create or update users in Delightree when a teammate joins or changes roles in:

  • BambooHR

  • Rippling

  • ADP

  • Gusto

📍 Location Syncing

Send new locations from your sales CRM to Delightree:

  • Salesforce

  • HubSpot

  • Zoho

📊 KPI & Analytics Automation

Export Delightree metrics into:

  • Google Sheets

  • Power BI

  • Tableau

  • Looker Studio

This removes manual exports and keeps data up to date everywhere your team works.

Do I Need to Do Anything?

If you do not plan to use Zapier:

You don’t need to do anything.
Delightree will continue working exactly as it does today.

If you want to set up Zaps:

Go to Delightree → Integrations → Zapier
Copy the API key from the platform

Get access to the Delightree app on Zapier

  1. Customer Success will share the Delightree Zapier invite URL 
    (Invite URL will be provided)
  2. Open the invite link and click “Accept Invite”

After accepting (and reloading Zapier if needed), you can search Delightree as an app while adding a Trigger or Action

In Zapier, under Account → Connect a new account, and select Delightree

Zapier will redirect you to a page where to paste the API key (copied from Delightree)

Customer clicks “Yes, continue to Delightree” to complete the connection.

Everything is optional — the integration only runs if you choose to enable it.

How It Affects Your Current Delightree Workflows

Nothing changes inside Delightree itself.

  • No modules were modified

  • No settings changed

  • No workflows were removed or replaced

Zapier simply gives you automation options to reduce manual work.
Treat this release as a foundation — more capabilities will come in future phases.