Web forms are a great way to collect info on new leads for your business. As you probably know, we have a really great integration with Formstack, and we’ve also recently added an integration with Ninja Forms.
But, what if you use one of the many other web form services out there?
Turns out, getting that form data into Batchbook is still pretty easy, thanks to another integration partner, Zapier.
The folks over at Zapier have built a pretty nifty email parser. No, that is not a robot that will take over the world. It’s a tool that let’s you pull data out of an email. This works great for webforms.
Say you have web form fields for first, last, and email on your website. With the email parser, you can identify each of those fields. Then you can set them up to import into Batchbook every time someone fills out your form.
Okay, this is probably where you say “slow down Brad, you’re losing me.” Let’s take it step by step.
1. Make sure your web form sends to email
Most web forms will send you an email whenever someone submits the form. For this to work, you’ll need to be able to add another email address for the form to send to. This is the special email address for Zapier’s email parser. To get your own special email for free, head over to https://parser.zapier.com/ and create a mailbox.
You’ll see something like this: Grab that funky looking email address and add it to your web form.
2. Fill out your form
Once you’ve added the email to your web form, go ahead and fill out your form and send it over. Be sure to fill out all the fields you’ll want to send to Batchbook. Once the form is submitted, you should get a copy of it in the parser, like so:
Now all you need to do is to highlight data that you want imported to Batchbook. Be sure to highlight the actual data and not the field labels. It really is as simple as highlighting, giving the selection a name (I find naming it the same as the field label works best) and clicking save.
When you have done this for all of your fields, just save the mailbox. You are done with the email parser part of this!
3. Set up a Zap between the email parser and Batchbook
The final step is setting up the actual Zap between the email parser and Batchbook. Zaps are set up in a user friendly step by step process. If you don’t have a Zapier account, you can get one for free.
To bring your form data into Batchbook, you’ll be setting up your Zap from the email parser to Batchbook. You can choose to create a new person or company, depending on your form.
Zapier will walk you through hooking up all the right connections and picking which fields you want to send over. You can import data into any of our default fields OR into any of your custom fields, so there is no reason to leave any info behind. Hmm, maybe that should be on our next t-shirt, “Leave no info behind!”
Once you get things all set up and tested, just turn your Zap on. From now on, every time someone submits your webform, a new contact will be created in Batchbook!