How To Use A Lead Gate As A Trigger For Simplebooklet on Zapier

Introduction

This help file explains how to use Simplebooklet's Lead Gate Notification trigger to receive a notification whenever someone enters lead gate data on your booklet. By setting up this trigger in Zapier, you can stay on top of your leads and respond to them in a timely manner, improving your conversion rates and overall performance.

Available on all plans with a Zapier account

Benefits

With Lead Gate Notification, you can receive timely alerts whenever someone enters lead gate data on your Simplebooklet, allowing you to respond quickly and potentially close more deals.

By connecting Lead Gate Notification to other apps and services in Zapier, you can automate tasks such as sending follow-up emails, updating your CRM, or adding leads to a spreadsheet, saving you time and improving your efficiency.

Walkthrough

Here is a 5 minute video showing you how to use a lead gate as a trigger for Simplebooklet on Zapier.

Step-by-Step

Below is a walkthrough showing you how to use a lead gate as a trigger for Simplebooklet on Zapier.

Login to Simplebooklet.

Search for your Simplebooklet from the dashboard and click on the Design Tab.

On the left panel, at the bottom, click on Popups.

Click Lead Gate Popup.

Fill out Lead Gate information.

Click Save on the bottom right corner of the modal.

Login to Zapier and on the top left click Create Zap.

Search for Simplebooklet.

For the Event, under App & event, select Simplebooklet Activity Notification from the dropdown menu.

Click Continue.

Click Sign in to login into your Simplebooklet account if you haven't already.
Note: Click Allow when prompted to the message that Zapier wants to access your Simplebooklet Account.

Under Trigger, select the Simplebooklet Event dropdown menu and choose Lead Gate to receive a notification when someone enters lead gate data on your Simplebooklet.

Under Trigger, select the Simplebooklet dropdown menu to choose your Simplebooklet.

Click Test trigger to test.

Continue to the bottom and choose an Action to add the platform you would like to receive these Actions to.

Choose your Event and Sign in to your account for a platform you've chosen.

Fill out the Action details.

Click Test action to test.

Click the Publish button and the bottom of the page.

Click Publish & Turn On.

You have successfully created a zap that will allow you to receive a notification when someone enters lead gate data on your Simplebooklet!

Updated on: 31/01/2024