In our previous post, we showed you how to use your website’s form to capture leads into your Distributed Source CRM. The method involves using your Distributed Source Web-to-Lead URL in your website’s contact form, so that you can capture and save information of leads in your Distributed Source account.
If you are using the very popular Jotform form builder to power your website’s contact form, the following guide will help you configure your Jotform contact form so that contact information of your leads is captured and saved in your Distributed Source account.
1. Login to Distributed Source.
2. Go to "Settings".
3. Click on “Capture Leads”.
4. Copy your 'Distributed Source Web-to-Lead URL'. Keep this URL handy, you will need it later.
5. Go to the JotForm website and login to your account.
6. Click “My Forms”.
7. Select the form which you have embedded in your website.
8. Click the "More" drop down menu.
9. Choose the "View Form" option.
10. A pop up window will appear on your screen. Make a note of the Form ID from this window. You will need it later.
In order to send the information on your Jotform contact form to your Distributed Source CRM, you need to link your form with Distributed Source through Jotform’s API. This is achieved through your Jotform api key, the id of your form and the DS web-to-Lead URL.
If all of this sounds too geeky, just follow the steps and your form should be ready to send lead information to your Distributed Source account.
11 . Within your Jotform account, click the small icon at the top right corner of the page and choose “Account”.
12. Next, click the “API” link in the left sidebar.
13. In the API section of your Jotform account, hit the “Create New Key” button.
14. Copy the API key that Jotform generates for you. Keep this handy, you will need it later.
So what have we got?
15. Go to the JotForm’s API page choose the "/form/{id}/webhooks" option in the left sidebar.
16. There are three text fields labelled under "Demo" which needs to filled to capture the information.
Remember you copied your Distributed Source Web-to-Lead URL in STEP 4, your form ID in STEP 10 and Jotform API key in STEP 14? Enter the same information in their respective fields - apiKey, id and webhookURL text fields.
When you have entered all of the above information, your form should look like this:
17. All done, now hit the “Try it out” button.
18. You should see the following “200 Response code”
To test it out, go to your website and fill in your Jotform contact form with some sample data. When you submit the form, you will receive a new submission in your Jotform account dashboard. At the same time, you will get a new lead in your Distributed Source.
Note: You can also import contacts in Distributed Source from a CSV file.
Got questions? Please write to us at support@distributedsource.com and we will get back to you.
If you are using the very popular Jotform form builder to power your website’s contact form, the following guide will help you configure your Jotform contact form so that contact information of your leads is captured and saved in your Distributed Source account.
1. Login to Distributed Source.
2. Go to "Settings".
3. Click on “Capture Leads”.
4. Copy your 'Distributed Source Web-to-Lead URL'. Keep this URL handy, you will need it later.
5. Go to the JotForm website and login to your account.
6. Click “My Forms”.
7. Select the form which you have embedded in your website.
8. Click the "More" drop down menu.
9. Choose the "View Form" option.
10. A pop up window will appear on your screen. Make a note of the Form ID from this window. You will need it later.
In order to send the information on your Jotform contact form to your Distributed Source CRM, you need to link your form with Distributed Source through Jotform’s API. This is achieved through your Jotform api key, the id of your form and the DS web-to-Lead URL.
If all of this sounds too geeky, just follow the steps and your form should be ready to send lead information to your Distributed Source account.
11 . Within your Jotform account, click the small icon at the top right corner of the page and choose “Account”.
12. Next, click the “API” link in the left sidebar.
13. In the API section of your Jotform account, hit the “Create New Key” button.
14. Copy the API key that Jotform generates for you. Keep this handy, you will need it later.
So what have we got?
- Your Distributed Source Web to lead URL
- Your Jotform FORM ID.
- Your Jotform API key.
15. Go to the JotForm’s API page choose the "/form/{id}/webhooks" option in the left sidebar.
16. There are three text fields labelled under "Demo" which needs to filled to capture the information.
Remember you copied your Distributed Source Web-to-Lead URL in STEP 4, your form ID in STEP 10 and Jotform API key in STEP 14? Enter the same information in their respective fields - apiKey, id and webhookURL text fields.
When you have entered all of the above information, your form should look like this:
18. You should see the following “200 Response code”
To test it out, go to your website and fill in your Jotform contact form with some sample data. When you submit the form, you will receive a new submission in your Jotform account dashboard. At the same time, you will get a new lead in your Distributed Source.
Note: You can also import contacts in Distributed Source from a CSV file.
Got questions? Please write to us at support@distributedsource.com and we will get back to you.
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