Learn how to set up and use Zapier to automate question submissions from Flipsnack to your CRM, using Google Sheets as an example.
You can simplify question submissions from your flipbook and manage them directly in Google Sheets using Zapier. Once a question is submitted, Zapier automatically transfers the data to Google Sheets, allowing you to manage submissions quickly.
Note: For this to go smoothly, you need an Enterprise plan to add a question and integrate it with Zapier.
Step 1: Create the Flipbook and set up the question
Log in to your Flipsnack account and create a flipbook by uploading a PDF or creating it from scratch. Then, you must add a question 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.
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.
2. 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 Trigger Event input, and a dropdown will appear with all the Flipsnack events. Choose New Question Data.
Then move to the Account section.
3. 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.
4. Now click on the Continue button and move on to the Configure tab.
Here, you must select the flipbook to which you added the question in Step 1 or an existing catalog that has a question. If you can't find the flipbook with the search function. You need to load more results by scrolling down until you see the Load more button.
2. Click Continue and move to the Test tab. You must test the Zap to ensure everything is set up correctly. Click on Test trigger button. The test is successful if the green checkmark appears.
Next, click on the Continue with selected record, and then you need to choose a destination app and event.
Step 4: Choose a destination app - Google Sheets
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 Google Sheets to keep track of the answers in real time.
Note: If you want to export your question submission to a different CRM (HubSpot, SalesForce, etc.) you can choose from all the available apps in Zapier.
2. 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, Name, and Question answer, for exemple. 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
3. After selecting Google Sheets, on the Action event tab click on the Events dropdown menu. From the options that appear, choose Create Multiple Spreadsheets Rows.
4. After that, click on Continue and then go to the Configure tab where you will have to log in to your Google account. Here, you'll select your Google Drive, the specific spreadsheet, and the worksheet you want to use.
Step 4: Map the data
Next, under the Rows section, you'll need to map the column headers from your spreadsheet to the corresponding data fields. For instance, map the Email to Email respondent's address, Name with the ID field, and Question answer with the Answear: respondents answer, and so forth. The column headers will be displayed to help you map each one easily.
Next, in the Test tab, you can click Skip test or Test step. We recommend selecting Test step to ensure everything is functioning correctly. The test is successful if the green checkmark appears. Afterward, click Publish.
This is how you can automate the flow of question submissions from Flipsnack to your preferred third-party applications, improving your workflow efficiency.
More integrations
Additionally, you can set up quiz submissions to Google Sheets or automatically centralize all contact form submissions, in your CRM, such as HubSpot.
And we're not stopping here! Would you like to export a particular event from Flipsnack to Zapier? Let us know by filling out this form.
Please contact us via live chat if you have any questions or suggestions.