Build a smart lead/contact capture form using our API. This sample app in Python will help get you started.

One of the most common uses for the Insightly API is to build a smart lead/contact capture form. While we offer a turnkey Web To Contact / Lead form, its functionality is fairly limited. Many customers want to have more control over the appearance of the form, do additional data processing, and do things like add Tasks to remind people to follow up on new leads. This is all easy to do with the API.

To help new users, we wrote a sample app in Python, which will run as-is on the Google App Engine cloud computing platform (App Engine is an easy to use cloud computing service, similar to Amazon Web Services, but easier to administer). The sample app captures data from a web form, creates either a Lead or a Contact, and optionally associates a Task with the newly created Lead or Contact. 

The code is easy to read, and you can easily extend it to do things like assign items to users according to custom rules, save custom fields, and more. 

You can find the sample app with all of the code needed to run it at github.com/Insightly/appenginedemo. If you just want a copy of our Python SDK and test library, you can find that at github.com/Insightly/insightly-python 

Enjoy the new tool, and let us know if you have any questions or comments. 

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Comments

6 comments
  • Hello Engineering,

    I would like to know if the API in conjunction with Python will accommodate two things:

    1) Will we be able to write a spam filter on the form?

    2) Will we be able to use tracking functions like Facebook pixel or Google AdWord conversions to add that information to the form submission?

    Thank you.

    Michael

     

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  • Michael,

    Using the API underneath your form, you can pretty much do anything in the HTML you'd like.  The API would only be accessed by your code at the appropriate times during processing of the HTML events - Our API code doesn't require any specific HTML forms to be used - That is up to you.

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  • Hi
    The link to the demo does not work.

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  • Hello Terje,

    Can you provide me with the link you are using? 

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  • Hi

    Just look up in the text of the article. The link is going to github.com/Insightly/appenginedemo

    It seems that the code is removed from github.

     

    Terje

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  • Hi Terje,

    Thanks for bringing this to our attention, the repository was indeed removed and we no longer have the source code. I have unpinned this thread to avoid further confusion.

    Sorry for the inconvenience.

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