Using Zapier, you can route Clearbit Forms data to 1000+ tools via our Webhook connector. This tutorial will give you an outline on how to do that, replicable in most CRMs, marketing automation systems, or other tools available through Zapier.
Start by heading to Zapier and click "Make a Zap".
In the first step, search for "Webhooks by Zapier" and select it. Next, choose "Catch Hook" as the trigger.
If you only want to send certain responses to your respective tool (i.e. where role = marketing), you can specify that in the "Pick off a Child Key" section. Otherwise, leave it blank and click "Continue".
You'll now need to add the Webhook URL generated by Zapier to your Form. In your Form, click on "Destinations", and then click on "Webhook connector".
Copy the URL that Zapier gives you, and paste it into "Webhook URL" in your Form. Then, head back to Zapier and click "Ok, I did this", where Zapier will proceed to pull a sample from your form responses.
With the sample pulled in (i.e. "Hook A"), you can click continue to move onto the next step of routing contacts + data to your respective tool.
In the next step, search for your respective tool. In this example, we're using Mailchimp.
The action is dependent on which tool you have selected — for marketing tools like Mailchimp, it might be "Add/Update Subscriber", whereas in a CRM it might be "Update/Create a Contact".
You'll then need to connect your respective tool to Zapier so that it can route the information. This is different for each tool, but might involve signing in with your credentials or entering an API key.
The final step is to map your Form data to your respective tool. The only required field is usually whatever your respective tool uses for its system of record — an email, ID, etc. This is how it can identify the contact and/or create a new one, before adding Form data to it.
For Mailchimp, it requires the email of the subscriber and the list I want to add that subscriber to. Mapping the information is quite easy — just click the "+" icon in the search bar, and find the item under "Catch Hook", then select it.
There will also be optional fields that are stored in your respective tool — First Name, Job Title, Employee Count, etc. Follow the same process to map Form data to that field, as you can see in the example below with First Name:
IMPORTANT: The field that you map to needs to have the same value type as the Form data. I.e. if you map Employee Count (an integer), mapping to a field in your respective tool like Employee Range (a drop-down) will result in an error. Usually this can be resolved by creating your own custom field that has the correct value type (i.e. Clearbit — Employee Count).
And with that you're done! Click "Finish" and turn your Zap on. Now, every Form submission you get will be routed to your respective tool.