Zapier

• A published Reuily form.
• A Zapier account. A free one works, with two steps in each Zap.
• For people who leave a form: Pro and up, with Partial submissions turned on.

1. 1

   Open Zapier from your form

   Open your form, go to Integrations and choose Connect on Zapier. Choose Open Zapier. If Zapier asks you to accept the Reuily app, accept it.

   
2. 2

   Choose what starts the Zap

   In Zapier, choose Reuily as the trigger app, then pick New Response, New Lead or New Drop-Off.

   
3. 3

   Sign in and pick a workspace

   Choose Sign in. Reuily opens in a small window. Pick the workspace your form is in and choose Allow. Each connection reaches one workspace. To use another one, sign in again and pick it.

4. 4

   Pick your form and test it

   Choose your form from the list, then choose Test trigger. Zapier loads your latest responses. If there are none yet, it shows an example with your form's questions.

5. 5

   Add what happens next

   Add an action, like a row in Google Sheets, a Slack message or a HubSpot contact. Fill its fields with answers from your form.

6. 6

   Publish the Zap

   Choose Publish. The Zap now runs for every new response, and it shows up in your form's Integrations under Manage on Zapier.

New ResponseTrigger

Starts when someone submits a form.

New LeadTrigger

Starts when a lead form scores someone at the levels you pick: hot, warm or not a fit.

New Drop-OffTrigger

Starts when someone gives an email or phone, then leaves without submitting. Pro and up.

Find ResponseSearch

Looks up a response by the Response ID from an earlier step, or by an answer such as an email.

Create Form LinkAction

Makes a link to a published form with details already filled in, like an email or a CRM ID.

Create Form From TemplateAction

Copies a Reuily template into a new draft form.

See the lead generation form template for a lead form you can start from.

• Every answer and hidden field, with your question names.
• On lead forms: the lead level and the reasons for it.
• On forms with a calculation: the total, as a number and with its sign, like $200.
• On quizzes: the score, the percent, and whether they passed.

New Drop-Off has no total or score, because those are worked out when someone submits.

• Post hot leads to a Slack channel.
• Add every response to a Google Sheet.
• Turn new leads into HubSpot contacts.
• Email people who left your form a link with their email already filled in.

Testing a Zap in Zapier never uses one. Compare plans on the pricing page.

Turn it off or delete it in Zapier. Your form's Integrations lists every Zap under Manage on Zapier, with what starts it and who made it.

To stop every Zap at once, go to Settings, then Security, and under Connected apps choose Disconnect next to Zapier.