Integrating Whop with Trackdesk via Zapier is one of the most efficient ways to automatically record successful payments as conversions. This integration leverages email attribution to keep your tracking accurate and up to date.
1. Before You Start
To ensure a successful integration, please verify that your setup meets the following requirements:
Trackdesk Account: You need an active Trackdesk account with a configured offer and revenue origin ID.
Whop Account: You need an active Whop account with successful payment events.
Zapier Account: You need a Zapier account with access to create Zaps.
Email Attribution: This integration relies on email attribution, so ensure you have this set up in Trackdesk.
2. Step-by-Step Installation
Step 1: Create a New Zap
Log in to your Zapier account.
Navigate to the Zap section and create a new Zap.
Step 2: Set Up the Whop Trigger
Search for and select the "Whop" app as the trigger.
Choose the "Payment Succeeded" trigger event.
Connect your Whop account to Zapier.
Test the trigger to ensure it's working correctly and fetching sample data.
Step 3: Set Up the Trackdesk Action
Click the "+" button to add an action step.
Search for and select the "Trackdesk" app as the action.
Choose the "Create Conversion" action event.
Connect your Trackdesk account to Zapier.
Step 4: Configure the Settings
Choose type of conversion: Select "externalCid".
External CID: Map this field to the "Payment User Email" field provided by the trigger step.
Amount / rate of: Map this field to the "Payment Final Amount" field provided by the trigger step.
Conversion type code: Enter "sale".
External ID: Map this field to the "Payment ID" field provided by the trigger step.
Revenue origin ID: Enter a fixed value. You can find all your identifiers in your Trackdesk account under Settings > Your Trackdesk identifiers (located at the top right of the screen).
3. Testing & Troubleshooting
Testing Your Integration
We highly recommend testing your setup before going live:
Test the Trackdesk action step in Zapier to ensure data is being sent correctly.
Check your Trackdesk dashboard to ensure the conversion was recorded correctly.
Troubleshooting
If the test is successful, you will see a conversion occur in the Conversion report (provided the email of the test record is paired in your Trackdesk account).
If the email is not paired, you will see an error in the Conversion error log. Note that this is a normal and correct outcome for testing purposes.
Once testing is complete and successful, publish your Zap.