With Rocketspark, the Zapier email parser and Zapier, it’s possible to get field data from Rocketspark form submissions and sync it into any CRM, project management software, spreadsheet or more that connect with Zapier.
How it works - overview
How it works is that you receive a special email address (from the Zapier mail parser) that you set your form submissions to email to. Then it’s a matter of highlighting and naming your fields in the email using Zapier Email Parser. From there you can set up a Zapier zap to send the email fields to any cloud based software that connects with Zapier. We have tried this successfully with Asana, Zendesk, Hubspot, Google Sheets but over 2000 other apps also work with Zapier!
Before you begin, is this a one time campaign or ongoing?
Is this a form for a limited time campaign or event with a fixed end date, or is it an ongoing form that will remain on your website for the foreseeable future?
If it’s the first option, a simpler and faster setup approach is to use the Rocketspark Form Builder integration with Mailchimp to send form submissions to Mailchimp. Mailchimp is free for thousands of contacts and you can get any of your form fields to sync into Mailchimp automatically. Then from Mailchimp you can export your contacts to a CSV file for importing into any other app or spreadsheet. Then if you add/reorder/remove fields, it asks you intuitively if you want to add that field in Mailchimp as well, right from your Rocketspark form editor.
However, if you need your form to keep syncing with another app for the foreseeable future and don’t want to have to keep uploading CSV files ongoing, keep on reading for the following step by step instructions.
Step by step instructions for setting up Email Parser by Zapier to work with Rocketspark form Builder
If you’ve never used Zapier before, things can get a little techy from here on in but if you follow the step by step instructions you don’t need to be super technical to set it up.
- In order to set this up, you’ll need to sign up for a free Zapier account. Click the try free button on the free plan (It’s free for up to 5 zaps and if you’re just setting up one form, you’ll only need one Zap).
- Once your Zapier account is created, log in to the Zapier email parser using your Zapier account.
- Click “Create Mailbox”.
- Copy the full @robot.zapier.com email address that is displayed and keep this tab open.
- Open another tab and log in to your Rocketspark website Dashboard.
- Go to your My Forms area.
- Then click the edit pencil on the form you want to sync up or you could create a new form at this step.
- Then scroll down to the “Email form enquiries to” section and click the edit pencil.
- Paste in the zapier email address as an additional email (it’s a good idea to still keep receiving email copies to your email inbox so you have a copy there as well), then type the enter key, then click save changes.
- Then click “Preview” in the slider in your top bar and navigate to that form on one of your pages.
Then fill out the form with some example details and submit the form. If the form isn’t live on your site or isn’t easy to navigate to from your home page, you can also navigate to the page the form is on from the Manage Pages area of your Dashboard.
- Then go back to your open tab at the Zapier Email Parser.
- Don’t edit the email address field.
- In the initial template text area, highlight each field submission in the displayed email and give each a name.
- Once all fields are highlighted and named, it should look something like this:
- Then click save address and template.
- Now log in to your Zapier account (not the Zapier email parser but Zapier.com).
- Click the Make a Zap button. (Tip, after clicking Make a Zap it’s a good idea to name your Zap in the top left corner so you’ll recognise it in case you set more zaps up in future).
- Choose Email Parser by Zapier and then the trigger as “New Email” as per the below example, then click continue.
- Choose your Email Parser by Zapier account from the dropdown list, then click continue.
- Then choose your Zapier email mailbox from the next dropdown and click continue.
- Then click TEST & CONTINUE.
- Next, search for the app you want to sync the data to.
- From here, the instructions vary for the specific app that you’re connecting with and there are over 2000 to choose from:
- Typically it will involve choosing an action event next like creating a task or creating/updating a lead.
- Then you will likely be required to select your account in that app (if you don’t have one yet you will need to go to their website and create one).
- Then from there you would need to connect up the fields from the email with the fields in that app. So if it was a CRM for example, you might have name, email address, phone number etc.
- What this means is that each of those fields will successfully sync from the email parser to this app when a new form submission comes through.
- Once all required fields are completed, you can click “TEST & CONTINUE” to see that a test example goes through correctly.
- Once that is done you need to turn the Zap on and you are good to go.
- We recommend then going to your form and sending another test through once the Zap is on. Remember that on the free Zapier plan, it will take 15 minutes for that to come through.
- If you change anything about the form (add/remove/reorder fields), you will need to go into the Zapier Email Parser and create a new email template (repeating steps 13-15 above).