Bring in leads from your website

Each place your leads come from (a website form, another system, Make or Zapier) gets its own address and key. Whatever it posts appears under Leads, filed under the source you choose and given to the person you choose.

Steps

1. Open Settings, System, Connections, API and webhooks and the Leads in tab.
2. Press New endpoint.
3. Give it a Name (for example "Website quote form") and a Key in the URL.
4. Pick the Lead source for what arrives and who to Assign new leads to.
5. If your form uses its own field names, add rows under Field map (optional): their field name on the left, our lead field on the right.
6. Press Create and make a key.
7. Copy the URL to post to (key included) and paste it into your form's webhook or "send to URL" setting. The key is shown only once.
8. Press Send a test lead on the endpoint, then check What arrived at the foot of the page.
9. After the first real lead arrives, press How its answers read on the endpoint and drag a lead field onto each question, so the answer is saved in that field.

Good to know

• On a lead from a form, the What they asked for tab lists the answers in the form's order, grouped into Event Details, Tent Details and Rental Details. Show all shows the questions left empty.
• An answer with no field of its own is still kept and shown on the lead as it was sent, so nothing is lost.
• A post with no name, email or phone is refused, and What arrived says why. A wrong key is refused before anything is written.
• The same person sent twice (a double click, or the form sent again) makes one lead, not two: the same email or phone number from the same endpoint within an hour joins the lead already made. Anything the second send adds is filled in, nothing on the lead is changed, a different message is kept in a note on the lead, and What arrived shows it as a duplicate. Change the hour under Settings, Sales, Leads, Same person sent again within (0 makes every send a new lead).
• What arrived keeps the last deliveries for 90 days, each with what became of it.
• If the key is lost, press New key on the endpoint. The old key stops working at once, so paste the new one into the form.
• Leads in from your website is on Pro and the license, not on Lite.

If something goes wrong

• Nothing shows under What arrived. The form is not posting to the address. Check the URL was pasted in full, key included, and that the form sends on every submission.
• A delivery says it was refused. Open it under What arrived to read why: usually a missing name, email and phone, or an old key.
• The answers land on the lead but not in the right fields. Open How its answers read and drag the right lead field onto that question, then save.