About Zapier
Zapier is a no-code automation platform that lets different software tools pass data to each other using “Zaps” (trigger → action workflows). It doesn’t store your full data long-term—its main job is to move information between apps securely.
Zapier ↔️ Double Nickel Integration
The integration allows Double Nickel to automate tasks (e.g., syncing candidate or carrier data, triggering follow-ups, updating CRM fields) without engineering work. When an event happens in Double Nickel, Zapier can push that data to another tool—or vice-versa.
Security
Zapier uses industry-standard security practices: encrypted data in transit (TLS 1.2+) and at rest, SOC 2 Type II compliance, granular app permissions, and secure credential storage. Zapier only accesses data required for each workflow and doesn’t retain it beyond execution.
Example Zapier Set-Up Steps
Steps to Connect a Facebook Lead Form to Double Nickel
Note: To complete the Zapier set-up process, you must have the Company Id provided by Double Nickel.
1. Create a Zapier account and login
2. Click Create in the top left corner
3. Click on Zaps in the top left corner
4. Click on Trigger
5. Select Facebook Lead Ads
6. Click on Choose an event
7. Click on New Lead
8. Click on Sign in and sign in to your account
9. Click on Continue
10. Click on Page and select the Facebook Page
11. Click on Form and select the Form
12. Click on Test trigger to test the connection, then Continue
13. Next, click on Action
14. Search for "Double Nickel"
15. Click on Double Nickel
16. Click on Action event
17. Select Create Applicant
18. Click Account and sign in to your Double Nickel account
19. Click Continue
Field Mappings
Fields include:
Company Id (required, provided by Double Nickel)
Tracking Link Id (required, found in Double Nickel)
First Name (required)
Last Name (required)
Phone (required, sample format: +15555554321)
Email (required)
Zip Code (optional)
Years of Experience (optional, must be formatted as a number)
20. Click on the Company Id field and enter the Company Id (required)
21. Click on the Tracking Link Id field and enter the Tracking Link Id (required)
Note: To get the Tracking Link Id, go to the Job Listings page, click on the Job Listing, then click the copy button next to the lead source name.
22. For each of the remaining fields, click the + button
23. Then, select the name of the field from the Facebook Form
24. Once you have added all required fields, click on Continue
Note: All required fields must be added (including Company Id, Tracking Link Id, First Name, Last Name, and Phone number). Otherwise, you will receive an error.
25. Click on Test step
26. Login to Double Nickel and confirm you see the test lead on the Applicants page
27. Once you successfully see the lead, click Publish
Your leads should now automatically enter Double Nickel!
Have questions or run into challenges?
Contact [email protected] for support!