Learn how to set up and use Zapier to automate lead form submissions from Flipsnack to your CRM, using Google Sheets as an example.
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:
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
- Go to the main dashboard.
- Navigate to Settings, in the lower left corner.
- Click on Integrations.
- 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.
Step 3: Set up a Zap in Zapier
- Go to Zapier and create or log in to your existing account.
- Once logged in, click on Create Zap button in the top left corner and select Zaps from the newly opened dropdown menu.
- 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.
- In the left panel, click on Event input, and a dropdown will appear with all the Flipsnack events. Choose New Lead Form Data.
Click on the Continue button and move to the Account tab. - 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.
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, or choose an existing catalog with lead forms. Locate the catalog from Step 1 by scrolling or using the search function, and then select it.
Note: 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.
After you select the flipbook, at the Link selection, you need to select the trackable link from the flipbook.
7. Click on Continue to move to the Test tab. Here, test the Zap to verify that everything is set up correctly by clicking the Test trigger button. You'll know the setup is correct when you see a green checkmark next to the Test tab. Once this is confirmed, you can click Continue with selected record to proceed.
Step 4: Choose a destination app - Google Sheets
After setting up the trigger, choose the app where you want the lead form data to be sent. To simplify the process, we’ve created pre-built templates for connecting Flipsnack to various CRMs and apps. You can find them on the Flipsnack Integrations page on Zapier.
For our case, we will export our lead form submissions from Flipsnack to Google Sheets. Here's how to do it:
- While in Zapier, click on Action, and you will be prompted to choose an app. For this case we will use Google Sheets, where you can keep track of your lead forms as you collect information in real time.
Note: If you want to export your lead form submission to a different CRM ( HubSpot, SalesForce, etc) you can choose from all the available apps in Zapier.
2. After selecting Google Sheets, on the App&event tab click on the Events dropdown menu. From the options that appear, choose Create Multiple Spreadsheet Rows. This option will ensure that your spreadsheet is updated with every lead submission collected.
3. Before clicking Continue, you need to make sure that you have the spreadsheet created and ready in your Google Drive, with the information you want to collect. Name the spreadsheet something easy to find and remember, as you'll need to locate it later.
Important: When formatting your worksheet, create column headers with the desired statistics you want to add, and assign titles such as Email, Full name, Country or Region. Each statistic you want to track should have its own column. This setup helps Zapier map the data correctly, as shown in the image below
4. After that, click on Continue and then go to the Account tab where you will have to login to your Google account. Once logged in, move to the Action tab. Here, you'll select your Google Drive, the specific spreadsheet, and the worksheet you want to use.
Step 5: Map the data
5. You are now still in the Action tab, map the column headers from your spreadsheet to the corresponding fields you created in your lead form. For example, map "Email" to the "Email Address" field, "Full Name" to the "Full Name" field, and so on. The column headers from your spreadsheet will be displayed here, making it easy to match each one to the correct field.
After you click Continue, In the Test tab, you have the option to Skip test or Test step, but we recommend choosing Test step to see if everything works perfectly. If everything is set up correctly, a green checkmark will appear. After that, you can click on Publish.
This is how you can automate the flow of lead form submission from Flipsnack to your preferred third-party applications, enhancing your workflow efficiency.
Additionally, you can set up to receive email notifications with Gmail, when you receive a new lead form submission, or centralize all leads in your CRM, like HubSpot, when a new lead is collected in your flipbook.
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.