https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo22.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo68.png
How to connect ChargeBee with HTML Form
ChargeBee / HTML Form
Documentation

Connect ChargeBee to HTML Form with LeadsBridge

ChargeBee » HTML Form

In this article, you'll learn how to set up the bridge and connect ChargeBee to HTML Form using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChargeBee source

  1. Type in the name you'd like to call your integration
  2. Enter Domain, API Key and Domain to connect your ChargeBee with LeadsBridge
  3. In the URL, enter the site name of your account. Example URL: ( OPEN LINK) Site name from the example: sitename

    In order to obtain the API Key, log in your ChargeBee account, select Settings » Configure ChargeBee » API Keys and Webhooks and then click on the API Keys tab. If no API Keys are listed, you need to create it clicking on the Add an API Key button.
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your HTML Form destination

  1. Type in the integration's name in the dedicated field
  2. Enter HTML Form code to connect HTML Form with LeadsBridge
  3. If your CRM has the feature called Web-To-Form or HTML form, to embed HTML code inside a web page, you only need to copy and paste the HTML code into LeadsBridge as a new custom HTML Form integration.

    An HTML Form code is something that typically starts with <form> and ends with </form>. Pay attention that the attribute "action" should be specified inside the tag form.

    Learn more about HTML forms here:( OPEN LINK)
  4. If you don't have the form code but you have an opt-in form online, you may copy its code by following these steps:

    1. Open your opt-in form page.
    2. Hover the form.
    3. Right-click to open the contextual menu.
    4. Click on "Inspect" the open the dev tool.
    5. Position at the form action line.
    6. Right-click and "Edit as HTML".
    7. Copy the form code.

  5. "Encoding", "Timeout", "Success Patterns" and "Failure Patterns" can be left with their default values, you don't need to set them in most cases. If you'd like to know more, please read the common questions below.
  6. Click on the Next button
  7. You'll now be able to select the destination segment to send your leads to
  8. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  9. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from ChargeBee to HTML Form with LeadsBridge, do not hesitate to contact our Support!