Integrate HTML Form with LeadsBridge

Intro

The HTML Form integration allows you to connect any third party opt-in service to your custom CRM/Autoresponder, as long as it can produce HTML5-compliant forms. Custom integrations are welcome here on LeadsBridge so you may drop a line to our support team!

In this article, you'll learn how to connect your LeadsBridge account with HTML Form.

Connect HTML Form integration

Before you start

Head over to the left sidebar and click on the Create new Bridge button
Select your integrations in the selectors
Click on the Continue button at the bottom right

Authorize HTML Form integration

Setup your HTML Form integration

Click on Connect HTML Form
Click on Create new integration to connect your HTML Form (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the HTML Form integration
Fill HTML form code field to connect HTML Form with LeadsBridge
Click on the Authorize button
You can choose a name for this HTML Form and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your HTML Form is connected, you can continue with the set-up of your bridge

Configuration details for HTML Form

How to get HTML form code

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: ( Learn more)

Other Info

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:

Open your opt-in form page.

Hover the form.

Right-click to open the contextual menu.

Click on "Inspect" the open the dev tool.

Position at the form action line.

Right-click and "Edit as HTML".

Copy the form code.

"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.

Which entity concepts we support for HTML Form

With LeadsBridge you may use these entity concepts for HTML Form.

Contact
Contacts are users interested in your product or service, they could be your customers or potential customers for example.

Which segmentation concepts we support for HTML Form

With LeadsBridge you may use these segmentation concepts for HTML Form.

Form
The form is a window or screen that contains numerous fields, or spaces to enter data. Each field holds a field label so that any user who views the form gets an idea of its contents.

Common questions for HTML Form

What is the "Encoding" option?

To display an HTML form correctly, a web browser must know which character set (character encoding) to use. It's specified in the meta tag of the page. The default character encoding for HTML5 is UTF-8. It works well in almost all cases and you may not change it unless you know you need a different charset. Please note this is an advanced feature.

I received a timeout error, what should I do?

It means that your CRM/server didn't reply us after the seconds defined in the integration. By default, is set to 30 seconds, that is a huge response time. You may increment this time range on your integration settings, however, you should check with your tool's support why the server went in timeout. Unfortunately, a timeout error depends on your CRM and not from LeadsBridge.

What are "Success Patterns" and "Failure Patterns"?

These "Success" and "Failure" patterns are your server's responses. This is optional so you may not worry about it unless you encounter errors on your sync. To set up those patterns, you should enter the parameters based on your server responses. Since these responses don't depend on LeadsBridge, you may need the help of a tech guy.

Could you please help to set up the integration?

Yes, we are available to help you set it up, just send us the HTML embedded code or a webpage URL with the subscription form and will be a pleasure to help!

How do I add fields to the HTML form?

To add more fields to your HTML form, we suggest you edit the form on your tool's platform. Then, replace the HTML code inside your integration or create a new one, following the information above. You may add fields within LeadsBridge by writing the HTML code manually, but your destination may not be configured to read the information properly. That's why we suggest editing your form first.

Do you need help?

Here some additional resources:

LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect HTML Form with LeadsBridge