Using Zapier with SharpSpring typically allows you to update lead data directly. However, it does not count as a form fill event. For that, you must base automation on an input, such as a field value changing. In doing so, no event is placed on Life of the Lead for the update. This article will detail how to submit to native forms using Webhooks.
The following user roles can configure Webhooks:
Determining Native Form Endpoint URLs
Using Webhooks by Zapier allows you to post directly to a Native Form's endpoint. This will cause a form fill event, which can then trigger a notification or other automation events, and will place an item on the Life of the Lead for a form fill. To determine the endpoint URL in a Native Form, do the following:
- Create or edit a native form.
- Click Options > Embed Code. The embed code
should appear similar to the following example code:
- Locate your form's baseURI, which is the address that
follows baseURI. The baseURI should appear similar
to the following example code:
- Locate your form’s endpoint, which is the string
following the word endpoint. The endpoint should
appear similar to the following example code:
A native form’s full endpoint URL will be the baseURI, followed by the endpoint, followed by /jsonp/. The example code’s endpoint URL is as follows:
This method will not establish tracking on the lead. You would need to prompt another action to establish tracking, such as having the form fill trigger an email to the lead. The user will be tracked once they have clicked on the email and have been taken to a tracked page.
Setting Up Webhooks by Zapier
To set up Webhooks, do the following:
Note: Leave all other options on this page as their default values.
After filling out the form the first time, you should be able to map the native form as you normally would. Once the mapping has been saved, subsequent submissions will be added as untracked contacts, a form fill event will happen, and a Life of the Lead icon will appear for the lead.