Completed

Web to Lead Forms - Custom Fields, Please!

Right now, we're having to use Typeform for all of our applicants.  This means exporting from Typeform, reformatting, then importing to Insightly.  It would be awesome if there were custom fields we could create for our Web to Lead forms so that leads just pop right into insightly.  Also, if there's a way to integrate with Typeform, let me know!  I'd love to do it.

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59 comments
  • Official comment

    Hi Everyone! I'm happy to share that we've now added custom field support to Insightly's Web to Contact and Web to Lead Forms. If you're an account admin, all you have to do is go to "System Settings" -> "Web to Contact or Lead" select which custom fields you want added to your form in the "Create HTML For Your Website" option.  A screenshot to help you is below.

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  • Yes, and also include custom fields in Web to Contacts! 

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  • Plus one for me.

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  • Plus one from me, and asap please...

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  • This is a must have !

    Each Custom Fields should be addressable from the webform, be in hidden field and should save in lead DB once submittet.

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  • Plus one for me as well! Would be so great to have custom fields as part of the drop-down in the HTML design of the Web to Contact feature. Thanks you!

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  • Could we get an ETA on this feature? It's really crucial for the Web to Leads feature to be useful.

    Thanks!

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  • Unfortunately, we do not have a time frame for this. This request is on our radar and we'll make sure to let the Community know when this feature is available.

    In the meantime I would encourage you to continue voting for this request.

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  • This is such an important feature... most people are looking to collect demographic or pre-qualifying information on their leads so they can then use this information to analyze lead sources by quality, project size, type of request, etc

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  • This is a critical feature for us. We need it, for example, to offer a checkbox for contacts to sign up for our newsletter.

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  • So SORRY....but...I am a brand new user here  and I just spent a ton of time how to establish some custom fields to the Insightly web forms and learned - No Can Do.

    After I made it here to the forums and saw several comments "go to this link and Vote It Up" and so on, I was thinking - what a waste of time!

    There are probably a ton of new feature requests, I get it.  But amongst all of them, there are some that should be recognized as MUI IMPORTANTE without having a bunch of users have to beg for it (by Voting it up). 

    As much as I appreciate Insightly's ease of use (set up) and all that, I am still On The Fence on whether I can effectively use Insightly without a feature to add custom fields into the webforms (that I desperately need).

    I did take some time to check into workarounds (IFTTT, Zapier, etc...) but just a bunch of extra work and additional risk for data issues.

    Back to the hunt to see if I can find something comparable to Insightly that already has custom fields for Lead and other capture forms.

     

     

     

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  • @John- I'm so sorry for the inconvenience. Please note that you can still add additional fields to your Web to Lead forms, even if they don't map to an Insightly Contact/Lead field. The fields will be added to the 'Background' information for a Contact and 'Description' information in a Lead record.

    For instance, if you add the field

    <Input type="text" name="favoritecolor"/>

    and a user submits the form entering the value "blue", then the Insightly contact will be created with additional information in the background field

    favoritecolor: blue.

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  • Yes, please add my vote.  The whole point of automation is to get rid of the manual input.  Also, I don't understand "Background information" and "Background field".  They don't seem to show up on instruction videos or on my contact records.

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  • Hi @insightly, 

    Thanks for voting :)

    The Background information field is available for longer descriptions that don't fit in the record fields or anything else you would like to be visible up front rather than in a note.

    Hope that helps to give you an idea for the many uses of the Background field.

     

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  • Is there a time frame yet for the implementation of being able to use custom fields in the Web to Lead form?

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  • This is still on our radar @Paramount Marketing but a time frame is not available.

    We will keep you posted!

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  • Custom fields in the Web to Leads feature is a MUST!

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  • @Fred1601 - Thank you so much for your feedback! 

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  • Just to clarify, if I have a custom field named "Industry" and create my own form field for it:

    <Input type="text" name="Industry"/>

    Will this data push through to the contact/lead "Industry" field, should the name and format match?

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  • Hi John:

    Custom Fields are not included in our Web to Lead or Web to Contact form. The workaround provided above will place the data into the Background field of the record :)

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  • Ok, So you are saying there is no way to map a custom field into Insightly? 

     

    Is there a way to do it via API to add a contact with custom field data?

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  • You can create an API for this since it's not included John.

    Our API developers page includes the specifications you will need to set up your interface.

    The Getting Started with the Insightly Web API page addresses common authentication questions and directs you to debugging tools and libraries :)

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  • Yep, include me in this too. I have bounced around over the years looking for a CMS that would just work.

    I like a lot of the features in insightly, but as of now, it is simply much easier to have email generated from a gravity form and send to a selected person. However, this get the information outside of insightly.

    I signed up with it a couple of months ago, and have yet to use the product.

    We are a facility based company. We need to know what the client is asking for when they request information, and we need to be Notified when a new entry has been entered into insightly.

    Look, you already have a relationship with Zapier, you are already providing code to install a very poorly designed web form - how hard would it be to get the automation working property with the data that REAL business owners need to operate their businesses.

    Sorry, telling someone to go look at the API is like ford telling someone to see the local neighborhood mechanic when there is a problem with the car.

    Please, just get on with it.

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  • Hey Rick,

    I was offering the API option to John as he was looking to see if Insightly has this available.

    I completely understand that API is not an option for all users but some companies do have the opportunity to create the connection.

    We appreciate the feedback, it's always good to hear from people who use our tools and services.

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  • Hey, very interested in the forthcoming custom fields feature, too. In the meantime, I'm having some issues with my additional fields sending to the "Description" field in Leads records.

    Is there a limit to the number of fields that will send to "Description"? I have 2 additional fields (e.g. "Product Requested" and "Referral Source") but only 1 appears under "Description". Once the form is submitted, information from the second field is nowhere to be found.

    Thanks!

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  • Hi Chris:

    I see that you have a paid account. I'm going to have someone reach out to your directly since they're going to want to take a look at the code you are using for your Web to Lead form. Be on the look out for that!

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  • Hi Lyla,

    This has become a make/break feature for us - we're killing ourselves with data entry.  Is there a way to migrate entries from typeform directly to Insightly?  If not, we're probably going to need to switch to a platform that allows for a custom web-to-lead or typeform integration as it's not manageable to continue with the manual imports.

     

    Best,

    Brian

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  • Hi Brian,

    Thanks for the reply. We definitely understand that other fields will be more important to gather than the default fields.

    Have you heard of Ninja Forms? They are one of our integration partners and do support custom fields in their webforms through WordPress. 

    If you do have other questions, please just let us know. 

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  • Hi Erin,

    Thanks for the suggestion - I checked it out, but unfortunately it looks like it would be a complication of the process as well as a couple extra subscriptions per month to replicate the process we have in place.  Are there any other integrations that would replicate that function?

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  • I vote for custom fields too with INsightly would allow me to replace and streamline my inquiry process - currently using wufoo on my website and use Zapier but its one more thing to monitor. 

    thanks

     

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