Zapier is a tool that allows you to connect web apps together. An integration between two apps is called a Zap. A Zap is made up of a Trigger and one or more Actions. Whenever the trigger happens in one app, Zapier will automatically perform the action in another app.
Using a Zap, you can send your hard-earned leads from Instapage directly to your list.
1. Click on Create Zap, click on Trigger, type in Instapage, and select the app.
2. Select Form Submission as Event and click Continue.
3. Connect your Instapage account by clicking on Choose.
4. Click on Connect a new account (if you do not have any account connected yet, otherwise choose the one from the list).
5. The following window will appear.
5. To find your workspace token, navigate back to Instapage, select the workspace you want, go to Workspace settings, then click Integrations.
6. Scroll down the page and click to open the Zapier card. Copy the token and paste it into the Zapier pop-up. Click Yes, Continue to Instapage.
6. Once your workspace token has been accepted, click on Continue, and all the pages within this particular workspace will be imported.
7. Select the page that you wish to connect to and click Continue.
8. Click on Test trigger.
After testing the trigger you will see something similar to the image below.
The found lead is, in fact, a fake placeholder and you cannot pull in a real lead in this step. Rest assured that this is the intended behavior. All the fields from your selected page will be present and can be used on the Action mapping.
If you want to use real values, you can change the test data of the latest record in your Zap trigger as seen below, or for even more details, you can check out this article from Zapier: https://d.pr/uNeRi0.
Click on Continue with selected record once you are done with your changes.
9. Now you are done with the trigger. All you have to do now is to set up the Action in order to connect the incoming leads to your desired app. Also, make sure that you correctly map all the Instapage fields to your app equivalent fields.
NOTE: If you want to include the timestamp of the action in the Zap, you can follow Zapier's instructions for that here: https://d.pr/XmHF0D.
10. When finalizing the Action, you can test it in the last Test step. After this, you can Publish the zap.
Changing form fields in Instapage after you create the Zap
To update the field in Zapier you have to:
- Go to your Zap > Edit Zap > Set Up Trigger, click on Refresh fields and Continue.
- Go into Test Trigger to review the form field placeholders that are grabbed.
- If you cannot see the field, select the leads > Load More and choose the newly added lead. Press Continue.
- If everything looks right and the field names are the same as on your Instapage landing page, make sure to Publish Zap. You will see the message below pop up. Name the new version and click on Publish.
- The integration only works on the live URL. It can not be tested in preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address, the integration will flag the email as spam.
- Always test your integration with real email addresses, as some systems recognize fake emails.
- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.
Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.
You can use one of the templates below to get started if they fit your use case: