HTML Form Integration
Integrate an existing inbound lead form from your website with Re:catch and link it to a lead router!
Last updated
Integrate an existing inbound lead form from your website with Re:catch and link it to a lead router!
Last updated
To streamline lead assignment for your sales team with Re:catch, you can simply connect your website's existing form, retrieve essential information (e.g. customer name, email, company name, etc.), and integrate it with a Re:catch lead router.
Refer to the image below to locate your web form HTML tags. This image will help you identify <form class>, <input name>, <input type>, and <option value> tags more easily.
Enter the website URL where your form is located, as well as the <form class> value of the web form you want to connect to Re:catch. You can refer to the image above to find the location of the <form class> tag in the HTML code.
To locate the <form class>, visit the webpage containing your form, open the Developer Tools (right-click -> select 'Inspect'), and identify the code snippet containing theform element. Look for code resembling what you can see in the image above, then identify the form tag resembling <form class ="abcde"...>. Then, copy the "abcde" as your form class.
To match your form questions to Re:catch lead assignment rules, match each question's input name as well as input type.
Referring to the guide image above, find <input name>, <input type>, and <option value> for each input field or question on your form's HTML codes and fill in accordingly.
While manually adding an input field, if it corresponds to a select or radio type of input, the values should be derived from your form's <option value> values.
Referencing the guide image above, identify the <option value> values from your code. For example, if your code contains <option value= "12345" ...>, add "12345" as one of the option values here by typing "12345" and pressing enter. To include additional option values, simply input a new value and press enter to add it.
Make sure that all the input fields or questions from your form are added and correctly matched on Re:catch. Once you've completed this step, you can proceed to the next phase of meeting assignment!
