How to Export and Manage Your Flipbook Leads

You've set up lead capture on your flipbook, and the leads are rolling in. Now what? Getting those contacts out of FlipLink and into your workflow is just as important as collecting them in the first place.

This tutorial walks you through finding, reviewing, exporting, and managing your flipbook leads — so nothing falls through the cracks.

Where to Find Your Leads in FlipLink

Every publication with lead capture enabled has its own dedicated leads section. To access it:

1. Log in to your FlipLink dashboard at go.fliplink.me
2. Open the publication you want to review
3. Click the Leads tab

You'll see a chronological list of everyone who submitted the lead form before viewing your flipbook or document. Each entry is tied to the specific publication where it was captured, making it easy to track which content is generating the most interest.

What Lead Details Are Available

FlipLink stores a rich set of data for every lead. Depending on which fields you've enabled on your lead capture form, you'll have access to:

This gives you a complete picture of who's engaging with your content and when.

How to Export Leads as CSV

Exporting your leads to a CSV file takes just a few clicks:

1. Navigate to the Leads tab for your publication
2. Click the Export CSV button
3. Your browser will download a .csv file with all lead records

The CSV includes every field from the table above, formatted and ready to open in Excel, Google Sheets, or any spreadsheet tool. From there, you can import it into your CRM, email marketing platform, or sales pipeline.

Tips for a clean export

• Export regularly if you're running campaigns — this keeps your CRM up to date
• Use filters first (see below) if you only need a subset of leads
• Check for duplicates before importing into your CRM, especially if the same person viewed multiple publications

Filtering and Searching Leads

When your lead list grows, finding specific contacts becomes essential. FlipLink's lead management tools let you:

• Search by name or email to find a specific person instantly
• Filter by date range to isolate leads from a campaign period
• Sort by timestamp to see the most recent leads first
• Filter by publication if you manage multiple flipbooks

These filters also apply before exporting — so you can download only the leads that match your criteria instead of the entire list.

Connecting Leads to Your CRM

CSV exports work great for one-time imports, but if you want leads flowing into your tools automatically, FlipLink offers two powerful options.

Google Sheets Sync

Connect a Google Sheet directly to your publication, and every new lead gets added as a row in real time. No manual exports, no delays. Check out our guide on how to sync flipbook leads to Google Sheets for the full setup walkthrough.

Webhook Integration

For more advanced workflows, FlipLink can send lead data to a webhook URL whenever a new submission comes in. This opens the door to connecting with virtually any tool — HubSpot, Salesforce, Mailchimp, ActiveCampaign, you name it.

Pair webhooks with automation platforms like Zapier, Pabbly, or Make to build custom lead routing workflows. We cover this in detail in our Zapier, Pabbly, and Make integration guide.

Practical Use Cases for Lead Data

Once your leads are exported or synced, here are a few ways teams put them to work:

• Sales teams import leads into their CRM and follow up within hours. Flipbook leads from sales proposals are especially high-intent since the viewer actively chose to engage.
• Marketing teams add leads to email nurture sequences based on which publication they viewed.
• Educators and trainers track who accessed course materials or training documents.
• Publishers build subscriber lists from readers who opted in through digital magazines.

The key is speed — the faster you act on a lead, the higher your conversion rate.

Best Practices for Lead Management

• Set up Google Sheets sync so you never have to remember to export manually
• Tag leads by source in your CRM to measure which flipbooks perform best
• Respond quickly — leads captured through interactive content are warm and engaged
• Review your lead form fields periodically to make sure you're collecting what your sales team actually needs
• Use webhooks for high-volume publications where real-time routing matters

Start Capturing and Managing Leads

FlipLink makes it simple to go from PDF to lead-generating flipbook in minutes. With built-in lead capture, CSV export, Google Sheets sync, and webhook support, your leads are always accessible and actionable.

Ready to turn your PDFs into lead machines? Create your free FlipLink account and start capturing leads today. Already have an account? Check out our pricing page to unlock the full lead management toolkit.