Zapier allows you to connect your LeadForm with 300+ applications that are available through Zapier, including many CRMs. For this example, we're going to use ActiveCampaign. The steps that you follow will be a little different based on what CRM you're using.
Here's the link to our Zapier integration: https://zapier.com/apps/getleadforms/integrations
At this point, your multi step form should be ready to go and you should have pushed a lead into the system.
You can connect through Zapier.
Head on over to your Zapier account. If you don’t already have a Zapier account then you can get started with a free trial.
In the ‘what apps do you use section’ start Typing in GetLeadForms. This should bring up our Zapier Integration.
Select ‘GetLeadForms’ and click Finish.
Next click ‘Create Zap’
Set a trigger by clicking on ‘GetLeadForms’
Choose ‘New Lead’ as the Event type. Then click ‘Continue’.
You will be asked to sign in to your GetLeadForms account. Click ‘Sign in ‘and enter your GetLeadForms account details.
Next select your account and click ‘Continue’
After you click ‘Continue’ you will be prompted to enter your form ID.
To get your form ID, simply go back into GetLeadForms to the form that you’re looking to connect to ActiveCampaign.
- Go to your form inside of GetLeadForms and click on ‘Lead Delivery’
- Scroll down to the Zapier section and expand
- Select your Form ID. Your form id will be different than the ID that you see on this screen.
Please make sure that your form is live and there is at least one test lead pushed into the GetLeadForms system.
Now enter your form id and click Continue
Click ‘test Trigger’
ActiveCampaign will search for a recent lead in the account for the LeadForm that you provided. After searching for the lead, the system will identify a recent lead like in the image below:
As you can see, all of the fields automatically map to Zapier. You can even grab attribution data through hidden fields.
Now that GetLeadForms is hooked up to Zapier as the Trigger, you will need to setup ActiveCampaign in Step 2. Click Continue, then add your ActiveCampaign account as the Action in the second step.
For the Event select ‘Create or Update Contact’ — this will allow us to push a lead into an ActiveCampaign list. Then click Continue.
Follow the steps provided by Zapier to connect your ActiveCampaign account to Zapier. You’ll need your API Access URL and Key, which can be found inside of your ActiveCampaign account.
After your ActiveCampaign is connected, the next step is to map the fields from your test lead into the fields to Zapier like in the image below. Make sure to map your email field, this is required to get the lead into ActiveCampaign.
When you’re done mapping your fields click ‘Test and Review’ at the bottom of the screen.
If the test is successful then you should see a message like below.
Click ‘Publish Zap’ if you’re happy with everything.
Now let’s send a test lead through:
As a test, I’m going to submit this multi step form that was created for our Pricing Page.
I submitted the form, then success!
Just like that I can see the lead in my ActiveCampaign account.
I was able to successfully connect my multi step form to ActiveCampaign through Zapier.
I also see the lead inside of GetLeadForms.
In addition the lead can also be be delivered through email or SMS.