Webform integration

Feature Snapshot

Summary:
Webform integration is a built‑in feature that enables you to capture lead data submitted through your website’s forms and automatically route that data into your LeadConduit flows using standardized field mappings and optional enhanced redirect controls.

Key Benefits:

• Seamlessly captures leads from any web page
• Automates data transfer with flexible, standard or custom field mappings
• Enables dynamic user redirection based on lead submission outcomes (success, failure, or error)

Typical Use Cases:

• Embedding a simple HTML form on landing pages to gather contact information
• Integrating third‑party form builder solutions (e.g., Gravity Forms, Typeform) into a LeadConduit flow
• Configuring distinct redirect URLs to guide users post submission based on processing results

How the Webform integration works?

Webform integration connects your website’s form submissions directly to LeadConduit. When a visitor fills out your form, the data is captured and mapped to the corresponding LeadConduit fields. Additionally, if enhanced redirect options are set up, the visitor is automatically redirected to a specific URL based on whether the lead submission is successful, fails, or encounters an error.

Step‑by‑Step Instructions

1. Add Webform Source
   In your LeadConduit flow editor, click the Add to Flow > Sources button. Select the option for a Webform integration.

2. Enter the Webform URL
   Provide the publicly accessible URL where your web form is hosted.

3. Configure Field Mappings
   Map the web form’s fields (e.g., first name, email, phone) to the appropriate LeadConduit standard or custom fields so the data is correctly captured.

4. Save and Test Your Setup
   Save your configuration and submit a test lead from your web form to verify that the lead record is created in your flow with correctly mapped fields and that the visitor is redirected appropriately.

Expected Result:
When a visitor submits the web form, a new lead record appears in your LeadConduit flow with all mapped values correctly populated, and the end user is redirected to the configured URL based on the processing outcome.

Validation & Monitoring (optional)

• Test the Setup: Submit a test lead through your web form and verify that it appears in the LeadConduit Dashboard with accurate field values and that the redirect occurs as configured.
• Where to Monitor?: Check the Lead Events view and Source logs within LeadConduit for any discrepancies in field mapping or redirect behavior.

Best Practices

• Use standard LeadConduit fields for common data to simplify mapping and ensure compatibility
• Test enhanced redirect URLs across different devices and browsers to guarantee a consistent user experience
• Validate that all required fields (e.g., email, phone) are properly mapped to prevent processing delays
• Periodically review and update your field mappings if your web form design or data requirements change

Troubleshooting

Frequently Asked Questions (FAQ)

What is the Webform integration?

It is a LeadConduit feature that captures lead data from your website forms and automatically processes it within your LeadConduit flow using designated field mappings and optional enhanced redirection features.

Why is the Webform integration important?

It automates the process of capturing leads, minimizes manual data entry errors, and delivers leads in real time to your LeadConduit flows, thereby streamlining your lead processing and enhancing overall efficiency.

How do I use the Webform integration?

In your LeadConduit flow editor, add a Webform source by entering the web form URL, configure field mappings to ensure correct data capture, optionally set up enhanced redirect options for dynamic user redirection, and test the configuration by submitting a sample lead.

Glossary

• webform-source.png90 KB