Form Submission - Transfer Lead

With the feature module Form Submission the data of a lead is transferred to your backend and one of your service providers for lead processing (e.g. Salesforce, Zapier, Hubspot etc.).

In addition to this module there is also:

Also note that you can set the names (transfer IDs) for the fields to be transferred.

You’ll find out more in the article: Submission IDs set.

1. Edit

To edit, open the module settings.

2. Settings

This module can transfer the data of a lead to e.g. Salesforce, Zapier or Zoho.

However, the underlying technology is able to “post” to any web endpoint, i.e. a POST-Request is sent to the endpoint you specify, where the lead data is transferred.

Api-Endpunkt

The api endpoint is the URL to which the lead data is sent by mail.

Api-Data

For Api-Data you can specify additional parameters that are sent with every data transfer.

Ersetzungen in Url vornehmen:

If this option is enabled, you can use placeholders in the form {placeholder} in the urls for api endpoint, redirect, etc.
These placeholders are replaced with values from the lead or from api-data.
This is useful if you want to send to different api endpoints based on the answers or if you have created a filter for products with the answers.

verstecktes Frame laden

Here an Url can be specified, which is called after the successful transfer of the lead data. This can be used to track a conversion e.g. in Google Analytics or you can include any other conversion codes on this page.

Redirect zu anderer Seite

Reroutes the user to the specified Url when the lead has been submitted.

Nachricht im Fehlerfall

This message is displayed to the user if an error occurred during the lead transfer.

Json Post

Transfers the lead data as Json object {"data": {...}}.

3. Settings for HubSpot

Api-Endpunkt: https://forms.hubspot.com/uploads/form/v2/xxxxxx/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

4. Settings for paper

Api-Endpunkt: https://hooks.zapier.com/hooks/catch/xxxxxxx/xxxxxx/

Api-Data:


oid=xxxxxxxxxxxxxxx

5. Settings for Zoho

Some technical skill is required here.

1. create a web form (https://forms.zoho.eu/).
2. create a web form and examine the HTML source code.
3. Determine the data necessary for the transfer and enter them into Api-Data.
4. Set the submission IDs of the questions to the names in the HTML source code of the web form.

Api-Endpunkt: https://crm.zoho.eu/crm/WebToLeadForm

Api-Data:

xnQsjsdp=xxxxxxxxxxxxxxxxx
xmIwtLD=xxxxxxxxxxxxxxxxx
actionType=TGVhZHM=

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Form Submission – Transfer Lead