How to automate the export of shopping list orders to Salesforce via Zapier

Learn how to set up and use Zapier to automate flipbook orders from Flipsnack to your CRM, using Salesforce as an example to simplify your order management workflow.

You can streamline the process of collecting shopping list orders from Flipsnack and automatically manage them in Salesforce using Zapier. Once an order is placed, Zapier transfers the data directly to Salesforce, ensuring it's organized and ready for your team to take action.

Step 1: Create the flipbook and set up the shopping list

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

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, 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

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 Event input, and a dropdown will appear with all the Flipsnack events. Choose New Shopping List Order.

Click 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.

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 shopping list in Step 1 or an existing catalog you have with the shopping list. 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 is set up correctly. Click on Test trigger button. Once the green mark appears, you can continue configuring the next action to receive notifications.

Click on the Continue with selected record, and then choose a destination app and event. 

Step 4: 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 orders.

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 order is linked to that existing account. This avoids duplicate records and keeps all orders 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 make sure are logged in before you do this test. 

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

Step 5: Set up the Salesforce configuration

• Salesforce object: Choose Account.
• Field to search by: Select "Account Name."
• Search value: Map this field to the Full Name from the Flipsnack order 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  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, address, etc., from the order 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 3: Create an opportunity in Salesforce

After that, you need to create an opportunity to track the order: 

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

Then click on Continue.

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

On the Account section, click on the three dots, select Custom, and map with ID from Salesforce. 

• Opportunity name: Map this field to the Full Name from Flipsnack.
• Description: Add a description of the order, including order items, email address, order quantity, and any other relevant information. You can map multiple fields from the Flipsnack order 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 map this field to the Order Date from Flipsnack.

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.