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’
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.
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.
Copy and paste your API key, and your username (email address) and password, 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.
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.
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!