How to connect Convert Forms with Zapier

Published in Convert Forms
Updated 22 Nov, 2019

Make sure you are using the most recent version of ConvertForms 1.0.1 - The new version can be either updated through Joomla Update Manager or by manually downloading it from your downloads area.

Enable JSON-API and add API Secret Key

Go to the Global Configuration > ConvertForms > Advanced Tab. Under this tab, you will see the Enable JSON-API. This option must be enabled.

convert-forms-enable-json-api

Next, head over to the Security Tab. Within this tab, you will find the API Secret Key field that is used by Zapier for authentication. This must be an alphanumeric. No specials characters are allowed.

convert-forms-add-api-secret-key


Connecting Zapier to ConvertForms

ConvertForms Zapier Addon is currently on Invite-only mode and you need an invitation link to be able to use it.

Click on the link below to get started. https://zapier.com/developer/invite/61767/8afb37a979dbc2767507e252e20db025/

On the redirected page click on the Accept Invite and Build Zap button

convert-forms-zapier-accept-invite

Then click on the Create this Zap button

convert-forms-first-zap

Select the New Lead Trigger and click the Save + Continue button.

convert-forms-select-zapier-trigger.png

Now, you need to connect your account. Click on the Connect a New Account button. A new popup window will be opened and you'll be asked for an API Key and your website's URL (The one you've entered in the ConvertForms configuration page). Make sure you've entered your full website address starting with http://www.

convert-forms-allow-zapier

On the next screen you will be asked to select the ConvertForms Campaign you would like to connect. If you have successfully entered the correct API Key and website you will be able to see the list of your Campaigns. (If not, go back and check the API Key).

Select your campaign and click Continue

convert-forms-setup-zapier-lead

On the next screen click Fetch and Continue.

convert-forms-test-zapier

Zapier will try to fetch a lead from your website. If you see a green notification 'Test Successful!' you are set! Click on the Continue button now.

convert-forms-successful-zapier-test

Now that you've configured the communication between Zap and ConvertForms you need to add an Action Step for your Zap, like sending you back an e-mail whenever a lead is generated or syncing your leads with your favorite CRM app.

convert-forms-zapier-final-step

If you face any issues please create a support ticket.