Introduction
A webhook is a method of sending real-time data from one platform to another when a specific action occurs, triggering an HTTP request to a predefined URL. For example, when a lead is submitted through an Unbounce form, a webhook can automatically send the lead data (e.g., name, email, phone number) directly to LeadExec, eliminating the need for manual data entry or constant checking for updates.
This guide provides a step-by-step process for integrating your Unbounce forms with LeadExec, allowing for efficient lead posting. By following these instructions, you'll be able to set up the required fields and mapping, ensuring smooth and automatic lead transfers into your LeadExec account.
Step 1: Generate Posting Instructions in LeadExec
You will need to generate your posting instructions from within your LeadExec account before moving forward with your form integration.
Posting Instructions can be generated from either the Campaign List or the Lead Source Details page. To generate posting instructions, select Posting Instructions from the top menu of the screen. Here, you can choose the content type for the instructions. Click Export to save the file as either PDF or Excel.
Step 2: Log into Unbounce and Select Your Form
Once you have your posting documents you are going to want to log into your Unbounce account and select the form that you wish to integrate with LeadExec.
Step 3: Edit the Form
This will bring you to your Form settings page. Click 'Edit' to bring up the form to begin the first steps of the integration.
Once you are on your form page click on the field section of your form to bring up the field settings.
Add all of the fields that you wish to capture on your form with in this section. Use your Posting documents to assist you with how to set up each field.
Note: The field names you see here are for display purposes only. Don’t worry about matching them with the Field Name column in your posting instructions—those will be used during the webhook setup in LeadExec.
Step 4: Add Required Fields for Posting
From here we are going to get to set up the required fields to post into your LeadExec account. Each post into LeadExec will require you to input VID,LID and AID. Each one of these fields has a static value. To add these fields you will click Hidden Field. Give name the field VID and for Default Value use the value provided on your posting instructions.
VID: 6240
LID: 4439
AID: 13278
You are going to do this for every field that you want to enter your system with a static value. Once you have all of the fields on your posting instructions added to this section click Done and Save the page.
Step 5: Access the Form Settings Page
Once you save the page click on the Unbounce Logo at the top left of your screen this will bring you back to your Forms Page. Select the form you edited.
Step 6: Set Up the Webhook Integration
Once you are on the Forms Setting Page locate the WebHook: POST to URL option under the Leads & Form Integration section.
Click on the WebHook: POST to URL option. This will bring you to the Webhook Wizard. Take the URL on your LeadExec posting instructions and paste it into the URL for POST text box.
Click 'Continue'.
Step 7: Configure Field Mapping
Select Configure Field Mapping this will allow you to set the fields on your form to post over to your LeadExec Account.
For each of the fields in this section, you are going to want to select the dropdown located under the WebHook (POST to URL) Field section and select Add New Field this option is the last one on the dropdown. Create the field name for the field you select. In this example, we are doing the Name field. LeadExec expects the field to be posted over as Name. Once you are done click Add Remote Field do this for each one of the fields on this section.
Step 8: Complete the Integration
Once you have this done you are good to click Done. This will allow leads to come into your LeadExec account from your Unbounce web forms!
Conclusion
Your Unbounce form is now successfully integrated with LeadExec, and leads will be posted to your account automatically. If you encounter any issues or need further assistance, feel free to contact your Account Manager or submit a support ticket.
What’s Next?
After setting up your integration, it’s important to ensure your leads meet compliance standards and are properly certified. Here are the next steps to take:
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