[Leadpages Classic] Automations

The fine print

• Automations rely on Core integrations, our new, streamlined connections. Classic integrations are the older version, which require set up per form with the legacy form widget.
• Available Core integrations are currently Mailchimp and HubSpot. Many more, like Slack, Zoho CRM, and Meta Ads, are coming soon!
• Only one account from your integration service, and only one integration per automatino, can be connected at this time. For instance, you can’t send the same lead to both Mailchimp and HubSpot within the same automations — for now — but you can do this by creating separate automations.

Create a new automation

Choose your lead collection source

To get started, click Integrations in your account navigation menu, and under Automations, select Send to integration. 

Under Choose lead collection source, you will be able to select where you would like to gather leads to send to your CRM destination. You can choose from any asset in your account that has an opt-in form: landing pages, sites, alert bars, and on-page pop-ups. 

Click the search bar beneath the heading When a lead is collected on... to select your sources. You can choose multiple assets to collect leads from.

TIP: Since all of your account assets will appear here as lead collection sources, using specific and clear naming conventions can help keep this menu organized.

Connect your integration and choose a destination

Next, select a destination app or CRM to connect to your lead source. If you have not already integrated with a service, you will be prompted to connect to one.

NOTE: Automations are compatible with our new Core integrations menu, rather than our Classic integrations. Even if you have previously connected your chosen service with Classic integrations, you will need to set up your integration again to use automations. 

Select your integration and in the corresponding pop-up, click Connect in the top-right corner. A login page for your integration will open in a new tab. Sign into your account and select Agree to authorizing shared data between Leadpages and your action app.

Once your integration is set up, you can then choose the action that you would like to accomplish. Click the drop-down beneath the heading Select an Action Event.

NOTE: Add/Update a Contact is the current action available in automations.

Then, choose the list in your integration where you would like to send your lead data. Your list must be created with your destination service — it cannot be edited from within Leadpages.

Map your form fields

This step allows you to select which form fields in your Leadpages asset will correspond to the fields in your integration's list, providing seamless delivery. Fields from both our classic form widget and our custom form widget can be mapped to your list fields.

Here is an example of some fields from a landing page's custom form:

In the Map Fields menu, click the drop-down boxes in the Leadpages column to select a field from your asset. In the right-hand column are the fields in your integration's list. Select the field where you would like the data from Leadpages to go. 

You can customize these field connections as needed. For instance, you may have two fields, called "Phone Number" and "Phone", from different forms on a landing page. You can choose to direct both of these two the same "Phone Number" field in your integration list.

Publish your automation

After mapping your chosen fields to your integration's list, type a name for your automation and select Publish.

Editing an automation

To edit an existing automation, select Integrations from your account navigation, on the Automations page, click the ... Actions icon to the right-hand side of your automation. Select Edit from the drop-down.

This will open your automation current settings. Once making your necessary changes, click the Update button in the Choose a name drop-down, or in the top-right corner of the page. 

Deleting an automation

To delete an automation, click the ... Actions icon to the right-hand side of your automation. Select Delete.  

A pop-up will ask to confirm your automation deletion. Click Delete. 

Automations cannot be restored after deletion. Custom forms on your assets will continue to send your lead data to your leads library, which can be exported from your account. Integrations for the classic form widget will need to be re-connected, so it's recommended to edit your form settings first before deleting your automation.

Troubleshooting tips and FAQs

How do I test my automation?

Testing your automation is as simple as visiting your live landing page, site, alert bar, or pop-up and submitting an opt-in. A proper test must be conducted on the live published asset, rather than in preview mode of the builder. Submissions made in preview mode will not reach your connected integration.

Can I make a field required?

Yes, you can set a required field for your list in your destination app or CRM, which will map to your form fields on your assets.

I removed a field from my CRM's list but forgot to remove it from my automation. Will my leads still reach my list?

Your leads will most likely still reach your list, but the additional data will not be included. 

I already have a live automation, but I have made one of my fields in my CRM list required. Will my leads reach my list after this change?

No. Making changes to your list without updating your automation will likely result in failed submissions of your leads. Edit your automation, re-map your updated form fields, and complete test submission on your live assets to ensure that your leads are reaching your destination after the changes.

I have extra form fields on my assets that I haven't mapped to fields in my CRM. Will that additional data reach my list?

No, that additional data will not make it to your list in your destination list in your CRM. However, it will still appear in your leads library in your account. 

My preferred CRM isn't available as a destination. Can I use Zapier or webhooks with automations?

No. Custom webhooks or integration automations like Zapier are not compatible with Leadpages' automations at this time. If you wish to use Zapier, you must use webhooks in the new Leadpages, or our Zapier integration in the Classic Builder.