Introduction

This article shows you how to integrate a Sinorbis contact form with a Zapier account. Integration means moving data from one platform to another without the need for you to do any coding.

Zapier is an online networking platform that connects many different applications. For example, you could build a robust lead management system through Zapier starting with a contact form on your site:

1. a website visitor submits a contact form on your site
2. that information is sent to Zapier
3. Zapier automatically sends the data to a CRM or marketing automation platform like Mailchimp.
4. the website visitor's information is added to your contact list
5. a confirmation message is sent to you each time a form is submitted 

All of that -- and more -- happens automatically after you integrate with Zapier.

 

Zapier Integration

To integrate your Sinorbis contact form with Zapier, you need three things:

1. a Sinorbis contact form
2. a Zapier account (free with limited service)
3. appropriate access to another platform you intend to integrate Sinorbis with (e.g. Marketo, MailChimp, Google, Trello). If you're using HubSpot, you can also leverage our native HubSpot integration.
   

  

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 1  Creating a contact form

The first step is to create a contact form on your Sinorbis site. Be sure to publish the page with the contact form, otherwise, it won't be picked up by Zapier.

To learn how to create a contact form, see:

• Adding a Contact Form

 

2  Creating a Zapier account

The next step is to create a Zapier account.

• Go to the Zapier website and open an account.

 

3  Integrating the contact form with Zapier

Integrating your Sinorbis contact form with Zapier is a relatively straightforward process and pain-free process. It takes about 5 minutes. 

3.1 Using the hidden field tool

Use the hidden field functionality on the Sinorbis form to pass tracking information to your marketing automation tool. For example, if you are running a Tencent ads campaign, you can pass this information into the corresponding lead source field or property. This will help you better understand the performance of your marketing efforts in China. 

 

 

3.2 Making a zap

In the Zapier universe, a zap is a connection with another system or application. Your first zap is the connection between Sinorbis and Zapier.

1. Log in to Zapier.
2. On the main page, scroll up to the top and click the red button Make a Zap! The Editor page displays.

 

3.3 Locating the Sinorbis app

With the Zapier Editor page open, locate the Sinorbis app. It's not on the main menu and it's available by invitation only.

1. Type Sinorbis in the search bar. The Sinorbis app icon displays.
2. Click the Sinorbis icon. The Choose App and Event panel displays.

 

 

3.4 Verifying the trigger 

The Choose App and Event panel asks you to enter a trigger. A trigger is an action that causes another event to start.

Currently, there is only one Sinorbis trigger: somebody submits a contact form on your site. The trigger name -- New Form Submission -- should auto-fill in the field.

Click Continue. The Choose Account displays.

 

 

3.5 Choosing your account 

1. On the Choose Account panel, click the arrow. A drop-down menu displays.
2. Select your account. It shows your email address.
3. Click Continue.

 

 

3.6 Customizing your form 

Next, select the Sinorbis contact form you want to zap.

1. On the Customize Form panel, click the arrow. A drop-down menu displays.
2. Select your form. The form loads.
3. Click Continue. The Find Data panel displays.

 

 

3.7 Testing your form 

With the Find Data panel open, test the form connection. There's an option to skip the test altogether or test and move on. Test and Review is recommended. It does not take much time and lets you learn a bit about the Zapier process.

1. Click Test and Review. 
2. Select your form. The form loads.
3. Click Continue.

 

 

If successful, a new panel displays with a green checkmark.

1. Click the button Form A to see the fields in your form.
2. Click Done Editing.

 

 

4  Integrating a new platform

If you've come this far, you have successfully connected your Sinorbis contact form with Zapier.

What's next?

Connect your Zapier account to one or more platforms or systems. Currently, Zapier has connections with 1500+ apps.  

The app you zap depends on your needs and budget. Zapier works on the freemium model: you get a few freebies; a more comprehensive range of services comes with a subscription.

• Click to read about Zapier pricing.

It's impossible to describe how every integration works. There are too many options. Below, we show you how to connect with Mailchimp, an email marketing and CRM tool. It's an example.

 

4.1 Adding an app

Continuing on from Step 3.7:

1. After clicking Done Editing, a button with a blue (+) displays.
2. Click the button. A long list of applications displays.
3. Click the app you want your Sinorbis contact to connect with.

• In this example, we scroll down the menu options and select Mailchimp.

 

 

4.2 Choosing an action

Now that we've connected with Mailchimp, we need to tell that platform what to do. In this example, we want to copy the information collected in the Sinorbis contact form submission and add a new subscriber to our Mailchimp account. 

1. Click the field under Choose Action Event. A drop-down menu displays.
2. Select Add/Update Subscriber. 
3. Click Continue

 

 

4.3 Choosing an account

After clicking Continue, the Choose Account panel displays. Click Sign in to Mailchimp.

 

 

After clicking the sign in button, a login panel displays. This panel connects Zapier with your Mailchimp account.

1. Enter your Mailchimp username and password.
2. Click login. The connection is completed.

 

Now it's time to select the Mailchimp account.

1. On the Choose Account panel, click the arrow. A drop-down menu displays.
2. Select your account. 
3. Click Continue. 

If you have one account, that name is auto-filled in the account field. If you have more than one Mailchimp account, use the arrow to select the account you want to connect to Zapier.

 

 

4.4 Mapping the fields

The next step is to map form fields. Mapping means you link each field on your Sinorbis contact form with the correct data field in the Mailchimp account.

On Zapier, this mapping work is done on a new panel. The panel and data fields differ for each app you connect with Zapier.

Here is an example of mapping two required fields on the Customize Subscriber panel. 

1. Click the arrow next to the Audience field. A drop-down menu displays.
2. Select the Mailchimp list name you want to use.
3. Click the box next to the Subscriber Email field. A drop-down menu displays.
4. Locate the Email row.
5. Repeat for other fields (as necessary).
6. Scroll to the bottom of the menu and click Continue. The Send Data panel displays.

 

  

4.5 Testing the connection

The last step is running a test.

On the Send Data page, you can run a test to see if an event is created on the app connected to Zapier. In this example, we want to see if a new contact is created on our Mailchimp account.

 

 

1. Click Test and Review.
2. After a successful test, the integration work is complete.