Looking to automate your ebook delivery and save time while providing a seamless experience for your subscribers? This guide walks you through the process using popular form tools and automation platforms like Make and Zapier.
🎬 Watch the step-by-step process video here: -> https://youtu.be/9beTnNN1STY?si=ewES8YIsqPh-rmsv
Step 1: Choose Your Form Tool
Whether you use Webflow, WordPress, Tally, Typeform, or another form builder, make sure it’s compatible with Make or Zapier. Most tools offer native integrations or can send data via webhooks.
Step 2: Set Up Your Automation
Option A: Using Make
Create a new scenario.
Add a Trigger module: select your form application (or use Webhooks → Custom Webhook).
Add an Email module: use Gmail, Outlook, or Make’s built-in email sender.
Attach your ebook file or include a download link.
Map the subscriber’s email field to the trigger.
Activate your scenario.
Option B: Using Zapier
Create a new Zap.
Select your form application as the trigger.
Add an Email action (Gmail, Outlook, or Zapier).
Attach your ebook file or link.
Map the subscriber’s email to the “To” field.
Publish the Zap.
Step 3: Store Your Ebook File
You can deliver your ebook in two ways:
Attachment: upload the file directly in the email.
Download link: host it on Google Drive, Dropbox, or your website.
Step 4: Test Everything
Submit your form and verify:
The automation is triggered
The email is received
The link or file works correctly
🎉 Done!