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Web to Lead Mandatory Fields

Hi,

 

We use the web to lead function on Insightly and are having some issues with the compulsory fields. I would like any compulsory fields on Insightly to translate into our web form as compulsory fields so that we capture all the data sets that we need.

 

For example, in our lead section we have a customary field of ‘registered postcode’ set as a compulsory field however this doesn’t correlate to the web form.

 

Please could someone advise on this.

 

Many thanks

Chloe

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Comments

1 comment
  • Hi Chloe, 

    There are a few ways that you can accomplish this:

    1. Have someone edit the HTML from the web to lead form to require fields. 

    2. Use a standard form builder such as Gravity Forms, Ninja Forms, Jot Forms where you can require fields and upgrade to use their Insightly integration. 

    3. Use a standard form builder such as Gravity Forms, Ninja Forms, Jot Forms where you can require fields and connect it to Insightly through Zapier. Zapier does have a free version that would work well for this depending on the volume of Inquiries that you are getting through your form. 

    If you need implementation support with Zapier, I am happy to help. 

    Erin Mathie

    Business Made Simple

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