How to automate the export of lead form submissions to Salesforce via Zapier

Learn how to set up and use Zapier to automate lead form submissions from your platform to your CRM, using Salesforce as an example to simplify lead management workflow efficiently.

Using Zapier, you can simplify collecting lead form submissions and automatically managing them in Salesforce. Once a lead is generated from your flipbook, Zapier transfers the data directly to Salesforce, ensuring it's organized and ready for your team to take action.

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, list, and publish your flipbook, which can be found in Zapier. This article will guide you on how to add a lead form. 

Step 2: Obtain your API key from Flipsnack

1. From the main dashboard, go to Settings, in the lower left corner.
2. Click on Integrations.
3. Locate the API key for Zapier specific to your workspace, and click on the Copy icon, next to the code, to copy this key as you will need it for the next steps.

Step 2: 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 the Create Zap button in the top left corner and select Zaps from the newly opened dropdown menu.

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.

4.  In the left panel, click on Setup, and you will have to connect to your account. 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.

5.  Now click on the Continue button and in the left panel setup the the Trigger event. A dropdown will appear with all the Flipsnack events. Choose New Lead Form Data.

Click on the Continue button and move to the Configure tab. 

6.    Here, you must select the flipbook to which you added the lead form in Step 1 or an existing catalog you have with the lead form added. 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.

7.  Click Continue and move to the Test tab. You must test the Zap to ensure everything in your lead form is set up correctly. Click on the Test trigger button. Here it will appear all lead forms you used in the selected flipbook, choose the one that you want. 

Once the green mark appears, you can click on Continue with selected record and configuring the next action to receive notifications on a destination app and event. 

Step 3: Choose a destination app - Salesforce 

1. After setting up the trigger, you must select an app where you want the lead form data to be sent. For example, you can choose to connect with Salesforce to keep track of your forms.

2.    After you select Salesforce, you need to choose an action event. Choose Find Record.

This means that if the customer already has an account in Salesforce, the new form submitted is linked to that existing account. This avoids duplicate records and keeps all forms from the same customer under one account. If Zapier doesn’t find a matching record in Salesforce (meaning the customer doesn’t already have an account), it will automatically create a new account for that customer in Salesforce.

3.   After that, you need to connect your Salesforce account and ensure you are logged in before doing this test. 

Upon clicking on the account a pop-up, select Production and then click on Continue.

Step 4: Set up the Salesforce configuration

• Salesforce object: Choose Account.
• Field to search by: Select "Account Name."
• Search value: Click on the “+” and map this field to the Full Name from the Flipsnack form data.
• Create a new record if it doesn’t exist: Check the option to automatically create a new Salesforce account if no existing record is found for the order.

After you check the Create a new record if it doesn’t exist you need to complete some additional salesforce fields: 

• User assignment rules: Set it to False
• Account name: Map it to the Full Name from Flipsnack.
• Account type: Set to "Customer" or another appropriate type in Salesforce.
• Other fields: Map additional fields like email, phone number, customer input, etc., from the form data in Flipsnack.

Click on Continue, and test this Salesforce action to ensure that Zapier can find or create the correct Salesforce account based on the order data. After the green check appears, you can publish it. 

Step 5: Create an opportunity in Salesforce

Remain here after you test because you need to create an opportunity to track the form: 

1. You will have to choose the Salesforce app again, then add another step by clicking the “+’, and for the event action choose Create Record. 

2.    To configure this step. Select the Salesforce object Opportunity.

Then, in the Account section, click on the three dots, select Custom, and map the account ID from Salesforce. 

Other fields you need to fill out: 

• Opportunity name: Map this field to the Full Name from Flipsnack.
• Description: Add a description of the order, including full name, email address, phone number, and any other relevant information. You can map multiple fields from the Flipsnack form data.

Scrolling down, you will find the Stage section set this field to "Closed Won" or another relevant stage based on your Salesforce setup. 

After, on the Close Date section you can choose from the option you have. I chose the Created Date from my Salesforce account, to know when the form was submitted. 

Click Continue and Test this step to ensure the opportunity is created in Salesforce with the correct information. 

If you have any questions or require support, feel free to contact us via chat. 

For direct integration inquiries with Salesforce or other CRMs, discover more and reach out to our sales team for more information and tailored solutions.