In this article, we will take a look at how to connect a “Lead Generation” element from your site to Moosend, through Zapier.
This way, when someone fills in a form from your website, they will be added to your Moosend account, in one of your lists.
You can also create multiple actions that should be performed when the form is filled, and that is fully up to you and how you want to customize the Zap.
1) Connect Zapier to your website
Before we start, please make sure that you have connected Zapier to your website, as instructed here.
Of course, you will also need active Zapier and Moosend accounts.
2) Connect a “Lead Generation” element to Zapier
Next, you will have to connect the actual form that you want to use to Zapier. We do have step-by-step tutorials on how to do that, so please check them out if you need detailed information about this step:
3) Create the Zap
“Zaps” are the automated workflows that can be created in Zapier, that will let you connect apps and services together.
Since Thrive Themes doesn’t have a direct API connection to Moosend, we can use Zapier to create the connection. You will have to start by creating a new zap.
In your Zapier dashboard, click on “+ Create Zap”:
- Name the zap
Optionally, you can insert a name for your zap, in the top left corner of the screen:
The name will be internal, but it will help you find the zap easier if you have multiple ones created.
- Choose the trigger event
In this case, the trigger event will be someone filling in a form from the site. For that, in the app search bar, look for “Thrive Themes”:
Next, you will have to choose the actual trigger event. For that, click on the “Choose an event” field and choose “All Forms Subscription” from this dropdown:
Click on “Continue”:
And you will have to choose the Thrive Themes account to be associated with this workflow. If you have not yet set up your account in Zapier, you can do so just like we’ve explained here.
After choosing the account, click on “Continue”:
The last step here is to test the trigger, and, if anything went wrong, Zapier will tell you why the connection has failed, so that you can fix it:
If everything went well, you can move on to the next step, by clicking on “Continue”.
- Choose the action: Moosend
Once the trigger has been set, we now have to choose what happens after someone fills in the form.
In this case, we will have to select the “Moosend” app and have every person that fills in the form added to one of our mailing lists.
To do that, in the “Search apps” field, look for Moosend:
Once selected, click on “Choose an event” to open the list of options:
You can choose the option that you wish but, for the purpose of this tutorial, I will choose the “Create subscriber” option, to add people to my mailing list:
Click on “Continue” next:
Connect your Moosend account
And now, you’ll have to select your Moosend account:
Again, if you have connected your account prior to this step, you will see it in this drop-down:
If not, you can easily connect your Moosend account by clicking on the “Manage connected accounts” link:
Select “Moosend” from this list (or search for it using the “Search Apps” search bar) and click on “Connect”:
A pop-up window will open, and you will be required to enter your Moosend account API key:
The API key can be found by accessing your Moosend account dashboard, and clicking on the gear icon from the right-hand side:
From the dropdown that opens, click on “API Key”:
You will then gain access to your API key:
Add it into the pop-up from Zapier, and the connection will be ready.
You can return to creating your zap. After choosing the desired account, click on “Continue”:
Set up action
It’s time to choose where and what should be sent to Moosend:
- 1 – first of all, you can choose the list to which the contacts should be added;
Click on the field below “List” and choose the preferred mailing list:
- 2 – Choose the email value
Click on the field below “Email”, and choose the value that should populate that field, in your Moosend account:
- 3 – Choose the name value
Do the same for the “Name” field:
Repeat these steps for all of the values, according to the number of fields of your form.
When you’re done, click on “Continue”.
Lastly, you can test out the connection, to see if everything works properly.
This will add a “dummy” subscriber to your mailing list. However, if you don’t want that, you can simply skip this step.
4) Publish the Zap
As the last step to this article, and to this connection in general, make sure that the zap is published:
From now on, each time someone signs up or fills in a form from your site, that you have connected to Zapier, they will be added to your Moosend mailing list:
Keep in mind that the zap can be customized to your liking. You can add more actions, schedule them, send emails to your lists and so on. This article had the sole purpose of showing you how to set up a basic connection between these services, but of course, according to what you want to achieve, the customization possibilities are endless.
I really hope you found this article useful. Here are some resources used throughout the article, as well as some articles that might be of interest:
- Setting Up an API Connection with Zapier
- Connecting a Lead Generation element to Zapier
- Connecting a Contact Form to Zapier
- Thrive Ultimatum: Setting up Incoming Webhooks using Zapier
For even more articles and tutorials, check out our knowledge base.