Getting Started
Intro to Cooleaf
Getting Connected to Cooleaf
Get Started with Recognition, Rewards, & Team Engagement!
Navigating Cooleaf: Your Quick Start Guide!
Password and Login Support
User Dashboard
Recognitions and Posts
Content Formatting & Attachment Options
Discovering Discussion Groups
How To Take a Survey
Elevate Your Engagement: Cooleaf Slack Integration
Microsoft Teams Cooleaf App
Community Page
Activities
Intro to Challenges
Joining Challenges
Joining Events
Your Guide to Step Challenges
Adding Events to Your Calendar
Syncing my Steps
Uploading Images to a Challenge
Earning Points for Challenges
Editing Challenge Responses
Awards
Rewards
Intro to Rewards
Redeem Rewards
Sending a Gift with Cooleaf Points
Virtual & Physical Visa Gift Cards - My Digital Wallet
Making a Difference: Donating with Cooleaf - Your Guide to Giving Back
Virtual Visa® Reward
Profile & Preferences
Tips & More
Manage Cooleaf (Admin Only)
Getting Started for Admins
Manager Panel
Get Started with Manager Panel
Manager Panel | Activities | Manage Challenges for Admins
Manager Panel | Scheduling Tool
Manager Panel | Rewards Budget
Get Started with Pulse Surveys
How to Utilize the NPS Survey Template in Cooleaf
Manage Discussion Groups
Cooleaf Slack App Integration Set Up (Admin)
HR Panel
Platform User Roles & Permission Levels
Admin Dashboard - Reports (Admin)
Manage Employees (Admin)
Manage Events (Admin)
Manage Awards (Admin)
Manage Tags (Admin)
Cooleaf Gifting Guide (Admin)
Setting Up a Gifting Pool (Admin)
Manager Training for Local Admins
Basic Training for HR Admins
Culture Champion Awards
Engaging Users through Main Feed Challenges
Cooleaf Monthly Snapshot
FAQs & Troubleshooting
- All Categories
- Manage Cooleaf (Admin Only)
- Zapier Integration
Zapier Integration
Updated
by Sydney Davis
Zapier allows you to build workflows between nearly any app, including HubSpot, Trello, Evernote, and thousands more. With the Cooleaf Zapier integration, you can recognize employees for actions in other applications, such as:
- Tasks completed in Asana or Trello
- Deals closed in HubSpot CRM
- Survey completed in SurveyMonkey
How do I get Zapier set up with my org?
Great question, and we would love to help you!
- Notify your CSM (or you can reach out to success@cooleaf.com) that you would like a Zapier integration. If you would like, they can set up a quick meeting with you to get you started. If you are already a Zapier wiz, you can go ahead and get rolling with step 2!
Setting Up an Award for Zapier in Cooleaf
Zapier Example
Zapier Help Guides
There is so much to create in Zapier to motivate your employees to reach specific goals! For ideas on how to get started, you can visit:
