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.
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. Note that 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.
Determining Native Form Endpoint URLs
To determine the endpoint URL in a Native Form, do the following:
Step One: View your Native Form’s embed code in SharpSpring.
The embed code should appear similar to the following example code:
Step Two: Find your BaseURI, which is the address that follows baseURI
Step Three: Find your form’s endpoint, which is the string following the word endpoint.
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:
Setting Up Webhooks by Zapier
To set up Webhooks, do the following:
Step One: Open Zapier.
Step Two: Create a new Zap.
Step Three: Select normal trigger applications until Choose an Action App appears.
Step Four: Search for Webhooks by Zapier.
Step Five: Choose Webhooks by Zapier instead of SharpSpring.
Step Six: Advance to the page labeled Set Up Webhooks by Zapier Action.
Step Seven: Choose GET.
Step Eight: Advance to the page labeled Set Up Webhooks by Zapier GET.
Step Nine: Paste your form’s full endpoint URL into the URL box.
NOTE: Leave all other options on this page as their default values.
Step Ten: Click Continue.
Step Eleven: Complete and enable the Zap.
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, following 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.