How to connect Convert Forms with Zapier

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

  1. Go to the ConvertForms configuration page, on the Advanced tab.
  2. Under this tab, you will see the Enable JSON-API. This option must be enabled.
  3. Next, you need to enter an API Secret Key in the field below key. The API Key is used by Zapier for authentication. The API secret key must be an alphanumeric. No specials characters are allowed.

convert-forms-enable-json-api


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.