One of our favorite features is the ability to capture lead information through native forms and gate your publications with our lead generation form.
With our Zapier integration, you can easily transfer any information acquired through Foleon to a wide variety of third-party platforms.
In this article, we'll discuss what Zapier is and how you can connect to your Foleon account.
In this article
- What is Zapier?
- Possible use cases for Zapier with Foleon
- How to connect Foleon to Zapier
What is Zapier?
Watch this video to get a grasp of what Zapier is and what you can use it for:
In a nutshell, Zapier lets you push data from one app to another. In our particular case, it allows you to send information that you’ve acquired through Foleon forms to any of the 1,000+ other apps connected to Zapier.
By using our Zapier integration you’ll no longer have to manually export Foleon form submissions and import them somewhere else. This whole process will be automated, leaving you more time to focus on other things!
If you're new to Zapier, make sure you watch their videos from the Zapier University:
Possible use cases for Zapier with Foleon
For example, based on information acquired through your Foleon publications (form submissions and new leads), our all-new Zapier integration allows you to automatically:
- Create or update contacts in your CRM system
- Add or update subscribers in your email marketing platform
- Enrich a Google Spreadsheet
- And much more…
How to connect Foleon to Zapier
We’ll walk you through the basics of connecting Foleon to Zapier. In this example, we’re creating a Zap that automatically pushes information acquired through a feedback form in one of our news updates to HubSpot.
Note: At the time of writing, Zapier's free plan allows for a maximum of 5 Zaps (which will run every 15 minutes) and up to 100 tasks per month (we'll get back to this further down).
When logged in, start by creating a new Zap. Click on Make a Zap. This will take you to the Zapier editor where you can start setting up your Zap.
Next, select Foleon as the Trigger App.
Important note: If you’re not seeing Foleon as an option, please try going to: https://zapier.com/apps/foleon/integrations.
Continue by selecting a trigger type.
You’ll have two options here:
- New form submission: Use this if you want to send information acquired through a form element elsewhere.
- New lead: Use this if you want to send information acquired through our lead generation feature or social login elsewhere.
If you opt for new lead, make sure you properly set up the field names for each field in your lead generation form:
For each form field, open its settings, click on General settings, and scroll to Field name. We advise setting the following field names if you’re looking to collect any of these reader details:
- Full name -> name
- Email address -> email
- Phone number -> phone
- Company name -> company
- Job title -> job
This makes sure this data gets transferred to Zapier correctly.
In this example, however, we’ll opt for New Form Submission.
Afterward, you’ll have to connect Foleon to Zapier. Click on Connect an Account.
Log in to your account and allow Zapier access.
Once your Foleon account is connected, select the project (previously known as publication groups), publication, and form you want to use in this Zap.
You can only pick one form per Zap. If you have multiple forms, you’ll have to create a separate Zap for each of them. Remember, at the time of writing Zapier's free plan allows for up to 5 Zaps.
In our example, we opted for a feedback form in one of our news updates.
Once you’ve selected a form, Zapier will look for sample data to continue setting up your Zap. It’s important for your form to have at least 1 submission so you can properly test and set up your Zap. You can simply do this by submitting the form with some sample data yourself.
Pick a sample and click Continue.
Once you pick a sample, you’ll be done setting up the Trigger App. Next, continue by selecting and setting up an Action App.
In this example, we want to send information acquired through a form in one of our news updates to HubSpot. We’ll opt for HubSpot as the Action App.
You’ll be prompted with different action options based on the Action App you chose. In this example, we want to create a new contact in HubSpot for each new Foleon form submission. We’ll opt for the action Create or Update Contact.
After this step, you’ll have to allow Zapier to access the Action App. Once you’ve done that, you can continue by setting up the Zap template. This is where you map the sample information acquired through Foleon to the Action App.
In our case, we want to populate the Contact Email form field on HubSpot with information acquired through our Foleon form’s Email Address field.
After you’ve set up the template, test your Zap by running it. If your test is unsuccessful, Zapier will notify you about what went wrong. If you were successfully able to test your Zap, you’ll see the screenshot below.
This means you’ve set up the Zap correctly! Your last steps are to name your Zap and set it live.
After you’ve turned your Zap on, it will automatically start processing and transferring reader information to the app of your choosing!
Remember, at the time of writing Zapier's free plan allows for a maximum of 5 Zaps (which will run every 15 minutes) and up to 100 tasks per month (each processed form submission or lead equals 1 task).