Setting Up 'Integrations Powered by Zapier'

The Unbounce Integrations Powered by Zapier feature gives you access to 60+ zaps - pre-built integrations between at least two applications - so you can link your Unbounce account with a variety of other tools in your marketing stack.

This allows you to send leads and form submissions from your landing pages, sticky bars, and overlays to other platforms outside of Unbounce, in just a few quick steps, no workarounds, webhooks, or technical intervention required!

What You'll Need:

• A Zapier account,
  • Check out Zapier's Getting Started Guide to get accustomed to how zaps work, and
• An Unbounce account with a published page, sticky bar, or popup.

Setting Up a Zap

If you have an active Zapier integration set up with your Unbounce account via a webhook, please note that setting up an integration with Zapier will not break your existing integration.

However, you'll want to switch over to a Zapier integration to help you stay up to date with all new features and benefits offered by this new feature.

1. From the All Pages screen, select a page you wish to set up with a Zapier integration.
2. From the Page Overview, click the Integrations tab, then click the Powered by Zapier section:
   
3. The Zapier log-in page will appear; enter your email address and password associated with your Zapier account:
   
4. Click Authorize:
   
5. Once authorized, you will see a list of available integrations and apps.
6. You can toggle between Tile and List view by clicking the tile/list view buttons on the right:
   
   
   • In the tile view, you can view further details as to what each Zap integration does by hovering your cursor over the buttons:
     
   • Alternatively, in the list view, you can find further details as to what each Zap integration does display on each button:
     
7. Use the search bar on the right to search for the integration you'd like to enable:
   
8. Click on an integration to add it; here is an example of the Google Sheets zap:
   
9. Read over all the steps of the integration and click Get Started:
   
   
   • There may be a step that appears to re-authorize your Zapier account, or log into the third-party app or CRM; if so, follow these prompts. 
10. Begin by connecting your email address (associated with this Unbounce account) to your zap.
    
    
11. Select your Client from the list and click Next. Then select the landing page you want to link with this zap. Both will be pre-filled for you:
    
    
    
    • Again, this will be pre-filled with a text titled Do Not Change This.
12. Next, connect your third-party app/integration. In this example, that would be Google Sheets:
    
    
    • Sign in to the third-party app/integration if prompted. 
13. Customize the zap by configuring any field mapping required: 
    
    
14. Unbounce will send Zapier a mock test form submission, which you can then use to help complete the setup:
    
15. Continue through to confirm your zap, and click the button to Turn on Zap:
    
    

The zap is ready to go!

Back in the Integrations tab section, your successfully configured zaps will appear at the top of the Powered by Zapier section:

Field Mapping in Zapier

Depending on the third-party CRM or tool you're sending leads to, you may need to configure field mapping with your Unbounce form fields that match the format of the third-party app.

For example, your Unbounce form field contains titled 'first name,' and you want to map this value to your MailChimp list as 'first name.' 

If your third-party app or tools requires you to set up field mapping, follow these steps: 

1. Authorize Zapier, and click on an app from the list to start the setup.
2. A new page will appear with steps to configure the Trigger and Action for your zap.
   • For more information on how triggers and actions work in Zapier, see Zapier's getting started guide: Automation basics. 
3. Within the Trigger step, confirm your Client and landing page: 
   
   • This will be pre-filled with a text titled Do Not Change This.
4. During the Action step, scroll down to select the fields from your CRM that correlate back to the form fields in Unbounce; some examples include:
   • First name,
   • Last name,
   • Email address,
   • Phone number,
   • Date created (when the visitor submitted the lead), etc.:
     
5. Continue steps to testing the action, & click Publish Zap.

You're all set!

Editing a Zap

To edit a zap at any point, navigate to the top of the Powered by Zapier tab, and click the Edit Zap button: 

A pop-up window will appear with the current Trigger and Actions settings. Click the Edit button at the top to update these settings or any field mapping:

To turn any existing zaps on or off, toggle the radio button next to the zap:

On (this is the default state for your zaps after initial setup):
Off:

Removing or Deleting a Zap

If you'd like to delete your zap and remove it from view under the Powered by Zapier section in Unbounce, you'll need to delete it from your Zapier account.

1. First, turn off the zap in Unbounce (as explained in the above section). 
2. Navigate to the Zaps tab in your Zapier account.
   • Or visit https://zapier.com/app/zaps.
3. Click the ellipses (three dots) to the right of the zap. 
4. From the drop-down menu, select Delete:
   

Confirming your Zap

To double-check that your zap works on your leads,

1. Navigate to the Leads tab from the Page Overview.
   • See this article to learn more about accessing your Leads.
2. Click on any lead from the list.
3. On the right-hand side, confirm that you've set up your zap by scrolling down to the Integration Details sections.
4. Alternatively, you can confirm that your zap's successfully configured by heading over to your Zapier account and navigating to the Zap history page:
   

Frequently Asked Questions

What other integrations can I use with Zapier?

Zapier allows you to connect your favorite apps in your tech-stack. Though the following integrations are not pre-built in Unbounce, you can use Zapier to send these leads to your CRM:

1. Constant Contact
2. GetResponse
3. GoToWebinar