Guide to automating lead form submissions using Zapier integration in Flipsnack

Learn how to set up and use Zapier integration to automate lead form submissions in Flipsnack, streamlining your workflow and enhancing your lead generation process.

Flipsnack users can now automate the process of sending lead form submissions to third-party applications using Zapier. This integration allows for streamlined workflows and efficient management of leads. Follow these steps to set up the Zapier integration:

Note: The Zapier integration is available starting with the Business plan.

Step 1: Create the Flipbook and set up the lead form

Log in to your Flipsnack account and create a flipbook by uploading a PDF or creating it from scratch. Then, you must add a lead form and publish your flipbook, which can be found in Zapier. This article will guide you on how to add a lead form to a flipbook.

Step 2: Obtain your API key from Flipsnack

  1. Go to the main dashboard.
  2. Navigate to Settings, in the lower left corner.
  3. Click on Integrations.
  4. Locate the API key for Zapier specific to your workspace, click on the Copy icon, next to the code, to copy this key as you will need it for the next steps.
    zapier-integration-in-flipsnacks-integrations-page

Step 3: Set up a Zap in Zapier

  1. Go to Zapier and create or log in to your existing account.
  2. Once logged in, click on Create Zap button in the top left corner and select Zaps from the newly opened dropdown menu.

     create-zap-button-in-zapier-dashboard-1
  3. A new page in the editor will open. Click on the first step, called Trigger. In the search apps modal, type "Flipsnack" and click on the first result, as in the image below.
    browse-apps-modal-in-zapier-with-flipsnack-typed-in-the-search-field
  4. In the left panel, click on Event input, and a dropdown will appear with all the Flipsnack events. Choose New Lead Form Data.
    events-list-for-flipsnack-integration-in-zapierClick on the Continue button and move to the Account tab. 
  5. When prompted, log in to your Flipsnack account. In the newly opened window, paste the API key obtained in Step 2 and click Yes, Continue to Flipsnack.
    paste-the-api-key-from-flipsnack-and-allow-zapier-to-access-your-flipsnack-account
    Now click on the Continue button and move on to the Trigger tab.
  6. Here, you must select the flipbook to which you added the lead form in step 1. If you can't find it with the search function, you need to load more results by scrolling down until you see the Load more button.
    finding-the-flipbook-in-the-trigger-tab-in-zapier
  7. Click Continue and move to the Test tab. You must test the Zap to ensure everything is set up correctly. Once the test is successful, you can continue configuring the next action to receive notifications.
    completing-the-test-to-ensure-the-new-zap-works-correctly

Step 4: Choose a destination app

  1. After setting up the trigger, you must select an app where you want the lead form data to be sent.
  2. To make the process easier, you can use pre-built templates. For example, visit the Flipsnack Integrations page on Zapier.
  3. Select the appropriate app and follow the prompts to configure the action.

Additionally, here are some useful guides about:

Connecting Flipsnack and Gmail through Zapier

Connecting Flipsnack and Hubspot through Zapier

By following these steps, you can automate the flow of lead form submissions from Flipsnack to your preferred third-party applications, enhancing your workflow efficiency. 

And we're not stopping here. Would you like to export a particular event from Flipsnack to Zapier? Fill out this form.

Please contact us via live chat if you have any questions or suggestions.