Form Submission Create – Transfer Lead

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

In addition to this module, there are also:

Note also that you can set the names (submission IDs) for the fields to be submitted.

You can learn more about this in the article: Setting Submission IDs.

Edit

Open the module settings to edit.

Tab – General

This module can transfer a lead’s data to e.g. Salesforce, Zapier or Zoho. However, the underlying technology is capable of “posting” to any web endpoint, meaning that a POST request is made to the endpoint you specify, at which point the lead data is transferred.

Api endpoint

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

Api-Data

Api-Data allows you to specify additional parameters that will be sent with each data transmission.

Make substitutions in url:

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, for example, you want to send to different api endpoints based on the responses, or you have compiled a filter for products using the responses.

load hidden frame

A url can be specified here that will be called after the lead data has been successfully transferred. This can be used to track a conversion in Google Analytics, for example, or you can include any other conversion codes on this page.

Redirect to other page.

Redirects the user to the specified url if the lead was submitted.

Message in case of error

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

Request method:

You can choose between POST, GET and PUT methods to transmit the data.

Json Post

Transmits the lead data as a json object {“data”: {…}}.

Post Form-Encoded (x-www-form-urlencoded).

Transmits the lead data form-url-encoded. Cannot be used with “Json Post”.

Use HTTP Basic Auth:

Makes it possible to set the username and password of a Basic Auth protected endpoint.

Tab – Actions

Here you can include javascript that will be executed when the lead data has been transferred.

Settings for Zapier

Api endpoint: https://hooks.zapier.com/hooks/catch/xxxxxxx/xxxxxx/

Api-Data:

oid=xxxxxxxxxxx

Settings for Zoho

This requires some technical skill.

  • 1. Create a web form (https://forms.zoho.eu/).
  • 2. Look at the web form and examine the HTML source.
  • 3. Determine the data needed for the transfer and enter it into Api-Data.
  • 4. Set the transmission IDs of the questions according to the names in the HTML source code of the web form.

Api endpoint: https://crm.zoho.eu/crm/WebToLeadForm

Api-Data:

xnQsjsdp=xxxxxxxxxxxxx
xmIwtLD=xxxxxxxxxxxxx
actionType=TGVhZHM=
War dieser Artikel hilfreich? 1 Star2 Stars3 Stars4 Stars5 Stars (2 Bewertungen, Ø 4.00 von 5)
Loading...