How to create a Web to Contact or Web to Lead webform

Insightly’s Web to Contact and Web to Lead features allow you to build a webform to place on your website. Your website visitors can then enter their names, email addresses, and other basic information to create a contact or lead directly in Insightly. Insightly can notify you about new entries and will tag them as Web Contact or Web Lead so they’re easy to find.

If you have the technical resources and knowledge, one of our helpful engineers wrote a sample app in Python to capture data from a web form, create either a lead or a contact through our API, and optionally associate a task with the newly created item. (If the terms Python or API don't mean anything to you, it's probably best to continue with the steps below. :)

To create a new form:

  1. Go to System Settings.
  2. Select Web to Contact or Web to Lead.
  3. Tick the box for Enable Web to Contact or Enable Web to Lead.
  4. From the User Responsible list, select the Insightly user who will be listed as the person who created the contact.
  5. For a Web to Lead form, choose a lead source. If you have lead assignment rules enabled for Web to Lead forms, this setting will not apply.
  6. Choose a visibility setting.
  7. To prevent spam from coming through your webforms, you can add Google's reCAPTCHA to your page. To do this, register your website at the reCAPTCHA site and choose the reCAPTCHA V2 option.
  8. After registering, you'll receive a public key and secret key. Paste those values into the fields at the bottom of the page in Insightly. (If you're creating both a Web to Lead and Web to Contact form, you'll only need to do this once.)
  9. Click Save at the bottom of the page.
  10. Scroll up and click the Create HTML for your website link to open the form builder window. As you make your selections, Insightly will create basic HTML code for you.
    W2C form builder 1
  11. Select the fields for your HTML form from the list. First name and last name are the only required fields. You can remove other fields by clicking the trash can icon to the right of the field name.
  12. Drag the handle icon to the left of the field names to reorder them.
  13. Copy the HTML code and paste it on your website. You can customize the generated HTML code to your liking. (If you use Google Sites you will need to add line breaks between the textarea and /textarea tags in the generated HTML when entering it into the Google Sites Editor. We have more detailed instructions here.)
  14. Close the form builder window by clicking the X in the top right. Your changes will be saved.
  15. From the Form Submission Behavior section, select a page to direct your visitors to after they submit their information on your site. You can enter your own custom Web page or choose the default Insightly thank you page. (The Insightly page cannot be customized.)
  16. Choose an email notification option. Insightly will send a notification email to the people you select each time a new contact is created via the form.
  17. Click Save again.
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