Zapier makes it easy to send new leads captured by your Leadformly form to your other tools, such as your CRM or email marketing tool. Below are some popular Zapier integration examples for inspiration, followed by a step-by-step guide to building your first 'zap'.
Step 1: Click ‘Make a Zap’
The first thing you’ll need to do is choose Leadformly from the list of available apps.
On the next page (choose a trigger) click ‘Save + Continue’.
Step 2. Connect your Leadformly account
Next, you’ll need to give Zapier permission to connect to your Leadformly account. To do this, click ‘Connect a New Account’.
You should see a popup like the one below asking for your Leadformly username and API key. You will find your API key on the 'add integrations' step after copying your form's embed code.
Note: It’s very important that you keep this API key private.
Copy and paste your API key, and your username (email address), then click ‘Yes, continue’. Select the form that you want to use and click continue. You will then be able to test that your form is working and has been connected properly.
Important: Your form will need to have received at least one lead in order for this test to be successful. If your form is new, we recommend embedding it and submitting a test lead first before you run the test.
Step 3: Choose an app to send your leads to
Next, you’ll need to choose where you want to send your leads to. Zapier connects with over 200+ apps including many popular CRMs like Salesforce, Hubspot, CapsuleCRM, Pipedrive, and Zoho.
In this example, we’ll use ActiveCampaign.
Once you’ve chosen your app, you’ll need to select the action that you want to happen when you receive a new lead to your form. For this example, I’ve chosen ‘Add/Update Contact’ as my action.
Next, you’ll need to give Zapier permission to access your account with this app. Follow the instructions and then click ‘Yes, Continue’.
Step 4: Build your template
Finally, you need to create a template to ‘map’ the information you want to send from your Leadformly form into the appropriate places in your destination app.
In the example below I’ve chosen the list that I want my leads to be stored in, and have mapped the answers to certain questions from my form to different fields in my ActiveCampaign list.
Click ‘Continue’, and then test your zap by clicking ‘Create + Continue’.
Once you’re happy with your template and you’ve tested that it’s working, you can turn your zap on. Now, whenever someone fills out my lead form, a contact will be added to the ‘free trial users’ list in ActiveCampaign. And that’s it – you’re all done