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Hubspot integration: create contacts from FlippingBook leads

Product: FlippingBook Online

One of the less obvious capabilities of FlippingBook Online is that you can integrate it with other online platforms like Hubspot. The key here is Zapier. Zapier is a no-code app that connects to hundreds of platforms. In this article, we show you how to connect FlippingBook's built-in Lead capture form to Hubspot. Every time one of your visitors fills out the Lead Capture form, we will automatically create them as a new contact in Hubspot or update the existing contact if such a lead already exists.

 

Requirements

  • FlippingBook: You will need an Advanced, Team, or Enterprise plan. Check your current plan on your subscription page. If you have FlippingBook Online Optimal and want to try out this feature, reach out to our Customer Support Team. We will be happy to enable this for a few weeks so you can try it out.  
  • Zapier: While Zapier has a free plan, it is so limited that realistically, you will need one of their paid plans, but the entry-level Pro plan will do everything you need. If you have no paid plan yet,  
  • Hubspot: All Hubspot plans come with Zapier integration. 

Preparation

Before we build any integrations, we need to connect FlippingBook and Hubspot to Zapier. You can skip this if you already use FlippingBook and Hubspot with Zapier.

Finally, you will need a flipbook with a Lead Capture form that will feed your Hubspot Contacts when your visitor leaves their contact details. Our article Can I capture reader data from my flipbooks? contains more details, but in this example, we will use a flipbook with a Lead Capture form with three standard fields: Email, Name, and Company. We will also add one custom field: Position. (Go to Add field > Custom and in the textfield, type Position).

 

Basic Integration

We will now set up the basic integration: 

  1. Go to Zapier and create a new Zap. Name it New FlippingBook Lead -> Hubspot
  2. For the Trigger action, select FlippingBook as the App. Then use New Lead as the Trigger Event. 
  3. In the Next step, select the flipbook to which you added your Lead capture form and Continue.
  4. Test the trigger and then select one of the records to continue with. Zapier will use the data in this record in further steps.
  5. You are now presented with a pop-up for the app where we want to perform an action. Select HubSpot.
  6. As the Action event, select Create or Update Contact. 
  7. You are taken to the screen where we configure this action. First, click on the + in the Contact Email field. Find the field Lead Email in the list with data that the New Lead in FlippingBook returned, and click on it once. Then close the pop-up using the X
  8. Next, we add the First and Last names and the Company name in a similar way. Hubspot has a large number of possible fields; hence, we advise using the Search fields and searching for Name to easily find these fields
  9. Press the + behind Contact Information: Company name, then click on Lead Company from the New lead in Flippingbook data. 
  10. Press the + behind Contact Information: First name, then click on Lead First Name from the New lead in Flippingbook data. 
  11. Press the + behind Contact Information: Last name, then click on Lead Last Name from the New lead in Flippingbook data. 
  12. Press Continue and Test Step. Now, Publish your Zap, and all new leads will be created in Hubspot

 

Enriching data

You may have noted that we did not add the Position to our integration yet. The position is a custom field that we created, which is handled slightly differently. 

The most logical thing to do would be to simply fill the Contact Information: Job Title field in HubSpot with the Lead Custom Data field in FippingBook. This works, but because it is a custom field in FlippingBook, we add the field name to the data. So adding this as-is results in the Job title becoming "Position: Marketing director" instead of simply Marketing Director. 

To prevent this from happening, we need to use the Formatter in Zapier to split the data before and after the colon. To do this

  1. Edit your Zap and add a  step between steps 1 and 2 by clicking on the + 
  2. Choose the Formatter from Zapier's built-in tools and select Text as the action event.
  3. In the configuration step, click on Transform and select Split Text.
  4. In the Input field, choose Lead Custom Fields from the New Lead in FlippingBook. As the separator, type the colon character ':'. For the Segment Index, choose  Second from the dropdown list, as we want to use the second of the two parts.
  5. Now you can edit your step to Create or Update Contact in Hubspot and fill the Contact Information: Job Title field with the Output field from step 2. Now republish your Zap, and you will see that new contacts will have their job title added.

 

Creating a note

Finally, we would like to add a Note in HubSpot to clarify where this Lead came from. To do this,

  1. Edit your Zap again, click on the + after the third step to add another action.
  2. Select HubSpot again, and this time, as the Action event, use Create Engagement.
  3. As Engagement type, select Note from the dropdown menu.
  4. As the Note Body use something like "<1. Lead First Name:John> visited the flipbook <1. Flipbook Name:Welcome Guide> <1. Flipbook URL:https://online.…om/view/670124/> and filled out the Lead Capture form."
  5. Click on the + after Emails of the contact objects that should be associated with engagement, and select Lead Email from step 1 to make sure the note is attached to your contact's card in Hubspot. 

Publish your Zap again, and now any new Lead that signs up will automatically be created in Hubspot with a card that looks like this:

will automatically be created in HubSpot like this:

 

 

 

 

 

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