How to Build a Leadformly Zap in Zapier

283 views November 3, 2016 Marcus Taylor 3

Zapier makes sending leads from your Leadformly form to other tools a piece of cake. Whether you want to send your leads to a CRM, an email marketing tool, or even notify someone with a push notification, you can.

Below is a quick guide on how to build your first ‘zap’ with Leadformly.

Step 1: Click ‘Make a Zap’

To start building your zap, go to Zapier and click ‘make a zap’. If you don’t already have a Zapier account, you can create a free one here.

The first thing you’ll need to do is choose Leadformly from the list of available apps. Leadformly is currently an invite-only app, so you’ll need to accept an invitation here before Leadformly appears in your list of apps.

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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, password, and API key. To get your API key, click on ‘edit profile’ in the top right-hand corner of your Leadformly account and click ‘Request an API key’. This will instantly generate a unique API key for you to use.

Note: It’s very important that you keep this API key private.

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Copy and paste your API key, and your username (email address) and password, then click ‘Yes, continue’.

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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.

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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, as this is a tool we use for Leadformly.

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.

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Next, you’ll need to give Zapier permission to access your account with this app. Follow the instructions and then click ‘Yes, Continue’.

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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.

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Click ‘Continue’, and then test your zap by clicking ‘Create + Continue’.

You’re done!

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!

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