There are so many e-commerce platforms out there, there’s no way we could connect to them all! But using Zapier, you can connect your BookFunnel account to your third-party online store!

A few things to note before we get started:

The setup for Zapier is a little different than our other sales platforms. You must first integrate your BookFunnel account with Zapier, much like you would a mailing list service. Because of this, you must have the Mid List Author Plus Integrations plan or above on your account, and have an open integration slot.

You will want to make sure that Zapier is able to connect to your e-commerce platform before you set up your integration. You can check whether or not your storefront is compatible with Zapier by visiting their BookFunnel integration page.

While we’re always happy to help with BookFunnel-specific questions, please note that due to the wide variety of third-party platforms that can connect through Zapier, our support team may have limited expertise with platform-specific setup issues. For Zapier-related questions, their Help Center and support team will be your best resource.

How to Integrate BookFunnel and Zapier

In your first step, you will integrate your BookFunnel account with Zapier. Then, you will connect your Zapier account to your third-party e-commerce platform. And finally, once you have successfully connected your accounts, you will create delivery actions in BookFunnel to let us know what books you’d like us to deliver.

Step 1: Create a Zap Key

To add Zapier to your BookFunnel account:

1. Click Integrations on your BookFunnel dashboard.
2. Click Action and select +Add Integration.
3. Select Zapier in the dropdown menu.
4. Click Create BookFunnel Zap Key.
5. Your zap key has been generated.
6. Copy your zap key to your clipboard for a future step.

Note: By default, your new zap key is connected to all of your author pen names. If you’d like to remove a pen name, Click Edit next to your new Zapier integration to select only the pen names that should be included. Remember to save your changes.

Step 2: Add BookFunnel to Zapier

1. Login to your Zapier account
2. Click App Connection.
3. Click the +Add Connection Button*.*
4. Search for BookFunnel and click on the name when it shows. A new pop-up window will open asking your permission to connect to BookFunnel.
5. Paste your BookFunnel Zap Key.
6. Click Yes, Continue to BookFunnel.
7. BookFunnel will now be listed under My Connections.

Step 3: Connect Your Third-Party E-Commerce Platform

You will follow the same procedure to connect your third-party store to Zapier.

1. Login to your Zapier account
2. Click Apps.
3. Click the +Add Connection Button*.*
4. Search for your e-commerce platform and click on the name when it shows. A new pop-up window will open, but it might look different than our set up. They may ask you to login to your account or find a key to paste. Follow the instructions until you have made the connection.

Step 4: Create a product listing

1. Follow the directions for setting up a product listing on your store builder.
2. If your platform requires a delivery action, the SKU or Item ID must be the same across all three platforms for this listing.
3. Save your product.

Step 5: Setting Up Your Product in BookFunnel

This is where things can get tricky! Each e-commerce platform has a different way they want you to connect! Some will require that you create a landing page that will deliver the book to the reader, others will ask you to create a delivery action in BookFunnel that they will then deliver to.

We recommend that you use Zapier’s Co-pilot to determine the best workflow from your sales platform to the delivery in BookFunnel.

Below, we have outlined the steps for creating a delivery action or a landing page that will deliver your book.

If you need further assistance with this part of the set up, you will want to refer to Zapier’s Help Center.

Creating a BookFunnel Delivery Action

A delivery action tells BookFunnel exactly which book (or books) to deliver when we receive a webhook from Shopify. Not all e-commerce platforms will need a delivery action to deliver the books. See below for connecting a landing page to your Zapier Workflow.

1. Go to your BookFunnel Sales dashboard.
2. Click Action.
3. Select +New Delivery Action.
4. Name your delivery action Example: Book One with Extended Epilogue.
5. Select the book to deliver from the drop-down menu (select additional books if you are selling a boxset or book bundle).
6. Select Immediately for most delivery actions, or select At a later date to create a preorder.
7. If you have enabled more than one sales platform, select Zapier.
8. Assign the unique product SKU or Item ID. NOTE: This can have different parameters depending on the store you are connecting to. Some will allow you to create your own SKU or Item ID, while others may create the SKU or Item ID for you. You will want to follow the instructions provided by Zapier to get the one that fits with your sales platform.
9. Optional: If you have a sales link for your item, you can paste it into the Product Store Link field (otherwise, leave Product Store Link blank). This makes returning to your product listing easier.
10. You can optionally customize the delivery email and delivery page settings
11. Save And Close your new delivery action.
12. Return to Zapier to complete the workflow.

Create a Landing Page for Delivery

If this is required in order for you to set up deliver, we recommend creating a unique landing page designed to only deliver your sales in Zapier. This will help keep your sales separate from emails you have collected on the page. We also recommend that you use an Non-Opt-in Email Collection landing page for this. Readers that purchase your books are not necessarily signing up for your newsletter, so you want to gain their consent to join your newsletter another way.

1. Click the Add New button at the top of your dashboard and select Add Landing New Page.
2. Select the book you want to send to readers from the drop-down menu.
3. Select “An email signup page to collect new readers“.
4. Recommended: Select ‘The reader can download the book and is not signing up for a list (for data collection only)’.
5. Click Create Landing Page.
6. Complete the form for the page. Make sure you do not add an expiration date or a claim limit.
7. Click the Landing Page Settings section to expand it. From here, you can customize the landing page that the reader will receive.
8. Click Save and Close.
9. Click the Link for Readers and copy the link, which you will add to your Zap.

Final Note: If your store requires a landing page to deliver your books, the transactions will not show on your BookFunnel Sales dashboard. Only the delivery action method would populate on that dashboard. If you have collected the reader’s email address, then their transactions will show on the CSV file found on the landing page’s detail page.