Using Zapier + Inbound Now to send leads from one WordPress site to another.
Customers have often asked me if they can use forms on another site to send data back to their leads database.
The short answer has been no, but the more complex answer has been yes you can, through the api built into leads. That doesn’t mean it’s easy some coding experience is required.
Now things are a little different.
We still can’t receive leads from non WordPress sites without hard work but we can now capture leads from another WordPress site using our Zapier Extension.
I recently tried this out on our demo.inboundnow.com site, which sits on a separate WordPress instance, and was able collect newsletter signups there and sort them into our newsletter list here on inboundnow.com. Now, for us, there’s no more need to perform manual lead CSV export and imports anymore.
This is a huge boon.
To do this you’ll need a Zapier Account and the Zapier Extension, and two or more WordPress sites running Inbound Now tools. Let’s take a look at how we used this new setup to collect leads from our demo site and add them to our main site.
Setting up our Zapier Extension
Zapier in this case is being using to export leads from demo.inboundnow.com and import them into www.inboundnow.com. Most of our landing pages there contain Inbound Forms that prompts the user to signup for newsletter notifications:
This form is setup to send data to a Zapier via a URL link called a webhook. The webhook URL you see in there is generated from another step (illustrated in section below):
Setting up the Zap
To hook one of our forms into a Zapier Zap we’ll need to create a new zap based on the Inbound Now trigger app and grab what is known as a webhook from the Zap Setup screen. Zaps work by selecting a service trigger (select Inbound Now) and then selecting an action (select Inbound Now -> Add lead ). Please use the screenshots below to see how we created a Zap.
SrceenStory (Click to Start Slide Show)
Now it’s time to get flexible. You’ll notice in the last screenshot above Zapier is asking for a Public Key and a Token in order to add a lead to a website. We need to run over to inboundnow.com and generate the API tokens for 3rd parties to interact with our Leads API.
Once we have our tokens let’s continue our setup:
I hope you enjoyed this tutorial. This feature definitely broadens Inbound Now’s horizons of being able to centralize and port around data. Maybe in the near future I or someone will develop an extension that helps us kick Zapier out of the picture for those of you not wanting to hold, or not holding a Zapier subscription.