Zapier Integration

Overview

FormTrackr's Zapier integration allows you to automatically send won leads to your CRM (Salesforce, HubSpot, Pipedrive, or any CRM that Zapier supports) when you mark a lead as "WON" with a conversion value in your FormTrackr dashboard.

This integration uses webhooks, which means data is sent in real-time as soon as you mark a lead as won. No manual exports, no CSV files, no delays.

How It Works

1. You mark a lead as "WON" in your FormTrackr dashboard and add a conversion value
2. FormTrackr automatically sends a webhook to your Zapier webhook URL with all the lead data
3. Zapier receives the webhook and triggers your Zap
4. Your Zap pushes the lead data to your CRM, creating a new contact or opportunity

Setup Instructions

Step 1: Create a Zap in Zapier

1. Log in to your Zapier account
2. Click "Create Zap"
3. Search for and select "Webhooks by Zapier" as your trigger
4. Choose "Catch Hook" as the trigger event
5. Click "Continue" and copy the webhook URL that Zapier provides

Step 2: Configure FormTrackr

1. Log in to your FormTrackr dashboard
2. Navigate to Integrations in the main menu
3. Scroll to the Zapier section
4. Find your project in the list
5. Paste your Zapier webhook URL into the "Zapier Webhook URL" field
6. Toggle "Enable Zapier Webhook" to ON
7. Click "Save Settings"
8. Optionally, click "Test Webhook" to verify the connection works

Step 3: Configure Your Zap Action

1. Go back to your Zap in Zapier
2. Click "Continue" after the webhook trigger
3. Test the trigger by sending a test webhook (or use FormTrackr's "Test Webhook" button)
4. Add your CRM as the action (e.g., "Salesforce", "HubSpot", "Pipedrive")
5. Choose the action you want (e.g., "Create Contact", "Create Deal", "Create Opportunity")
6. Map the webhook data fields to your CRM fields:
   • lead.contact.name → Contact Name
   • lead.contact.email → Email
   • lead.contact.phone → Phone
   • lead.value.amount → Deal Value
   • lead.value.currency → Currency
   • lead.fields → Custom fields
7. Test your Zap and then turn it on

Webhook Payload Structure

When a lead is marked as WON with a conversion value, FormTrackr sends a POST request to your Zapier webhook URL with the following JSON structure:

{
  "event": "lead.won",
  "lead": {
    "id": "lead_123abc",
    "status": "WON",
    "value": {
      "amount": 5000,
      "currency": "USD"
    },
    "contact": {
      "name": "John Doe",
      "email": "john@example.com",
      "phone": "+1234567890"
    },
    "fields": [
      {
        "name": "company",
        "value": "Acme Corp"
      },
      {
        "name": "message",
        "value": "Interested in enterprise plan"
      }
    ],
    "submittedAt": "2024-01-15T10:30:00Z",
    "pageUrl": "https://example.com/contact",
    "attribution": {
      "utms": {
        "source": "google",
        "medium": "cpc",
        "campaign": "summer_sale"
      },
      "gclid": "ABC123",
      "referrer": "https://google.com",
      "landingPage": "https://example.com/landing"
    },
    "notes": [
      {
        "text": "Great conversation, very interested",
        "createdBy": "user_123",
        "createdAt": "2024-01-15T11:00:00Z"
      }
    ]
  },
  "project": {
    "id": "proj_123",
    "name": "My Project",
    "projectKey": "proj_abc123"
  },
  "timestamp": "2024-01-15T10:35:00Z"
}

Field Descriptions

Common Use Cases

Salesforce Integration

Create a new Lead or Opportunity in Salesforce when a FormTrackr lead is marked as won:

• Map lead.contact.name to Lead Name
• Map lead.contact.email to Email
• Map lead.value.amount to Opportunity Amount
• Map lead.attribution.utms.campaign to Campaign Source

HubSpot Integration

Create a new Contact and Deal in HubSpot:

• Create Contact with name, email, and phone
• Create Deal with amount from lead.value.amount
• Set Deal stage to "Closed Won"
• Add custom properties from lead.fields

Pipedrive Integration

Create a new Person and Deal in Pipedrive:

• Create Person with contact information
• Create Deal with value from lead.value.amount
• Set Deal status to "Won"
• Add notes from lead.notes

Testing Your Integration

FormTrackr includes a "Test Webhook" button in the integrations settings. This sends a sample payload to your Zapier webhook so you can:

• Verify your webhook URL is correct
• See the data structure in Zapier
• Test your Zap mapping before turning it on

Troubleshooting

Webhook Not Triggering

• Make sure the webhook is enabled in FormTrackr settings
• Verify the webhook URL is correct (should start with https://hooks.zapier.com)
• Ensure the lead is marked as "WON" with a conversion value
• Check that your Zap is turned on in Zapier

Data Not Appearing in CRM

• Check Zapier's task history to see if the webhook was received
• Verify your field mappings in Zapier are correct
• Check for errors in Zapier's task history
• Ensure your CRM connection in Zapier is still valid

Test Webhook Fails

• Verify the webhook URL is correct
• Make sure your Zap is set up and the webhook trigger is active
• Check Zapier's webhook URL hasn't expired (some URLs expire after inactivity)
• Try creating a new webhook URL in Zapier if the old one isn't working

Best Practices

• Test first: Always use the test webhook feature before enabling your Zap
• Map all fields: Take advantage of the rich data in the webhook payload to populate your CRM
• Handle duplicates: Configure your CRM action to check for existing contacts before creating new ones
• Monitor regularly: Check Zapier's task history periodically to ensure webhooks are being processed
• Use filters: Consider adding Zapier filters if you only want to sync leads from certain projects or with specific criteria

Need Help?

If you need assistance with the Zapier integration:

• Email: support@formtrackr.app
• Zapier Support: help.zapier.com
• Dashboard: Sign in to configure your integration