Form Submission Create – Transfer Lead

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

Besides this module there is also:

• Form Submission – Hubspot
• Form Submission – Leadmailer
• Form Submission – Update

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

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

Edit

Open the module settings for editing.

Tab – Allgemein (General)

This module can transfer the data of a lead e.g. to 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 endpoint

The api endpoint is the URL to which the lead data is send/posted.

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

If this option is enabled, you can use placeholders such as {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.

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.

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

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

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

Transfers the lead data as a Json object {“data”: {…}}.

Transmits the lead data Form-Url-Encoded. Cannot be used with “Json Post”.

Allows to set the username and password of a Basic Auth protected endpoint.

Tab – Actions

Here you can integrate Javascript, which is executed when the lead data has been transferred.

Settings for Zapier

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

oid=xxxxxxxxxxxxxxx

Settings for Zoho

Some technical skill is required here.

1. create a web form (https://forms.zoho.eu/)
2. look at the web form and examine the HTML source code.
3. find out the data necessary for the transmission and enter it into Api-Data.
4. enter the submission IDs of the questions by name in the HTML source of the web form.

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

Api-Data:

xnQsjsdp=xxxxxxxxxxxxxxxxx
xmIwtLD=xxxxxxxxxxxxxxxxx
actionType=TGVhZHM=