Integrate Wix Forms with LeadSquared

1. Feature Overview

This connector captures leads and tasks in real-time from your Wix Forms account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Wix Forms account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To push lead data from Wix Forms to your LeadSquared account, configure the Wix Forms connector instance. Once configured, enable the connector.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and set it up in your Wix Forms account. To know how to do this, refer to Wix Automations. Once it’s set up, the lead capture process is initiated. You can also initiate data transfer by including a piece of code in the console displayed while publishing the website.

 

4. Installation

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Wix Forms, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

LeadSquared - Wix forms installation

 

5. Configure the Connector

Once you’ve installed the connector, on the Configure Wix Forms pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.

LeadSquared - Wix forms initial configuration

 

6. Admin Configuration

After installation, navigate to Apps>Wix Forms and configure the connector settings in order to pull data from Wix Forms.

6.1 Basic Details

Enter the following details –

LeadSquared - Wix forms basic details

PropertyDescription
Lead SourceEnter the lead source through which the leads were captured (e.g., Wix Forms, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country CodeIf the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time ZoneThe time zone followed in your Wix Forms account.
Lead Capture Search By CriteriaTo avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pushed from Wix Forms.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.

Lead Capture Secondary Search By CriteriaIf lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on FailureIf there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.

Enable NotificationTo ensure notification emails are sent to the selected user when there’s a failed query, enable the Checkbox checkbox.

Once you’ve entered all the details, click Save & Next.

 

6.2 Entity Options

Once you’re done entering the Basic Details, click Entity Options. Define the sync behaviour of the connector when leads are captured.

Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Wix Forms account. Lead capture is enabled by default, and it cannot be disabled.

Select one of the following options to configure the connector’s Sync Behaviour

  • Capture (Create and Update existing) Record – Leads that only exist in your Wix Forms account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your Wix Forms and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Wix Forms account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Wix Forms and LeadSquared accounts will get updated in LeadSquared.

LeadSquared - Wix forms entity options

Edit Mapping

Once you configure the Sync Behaviour, you’ll have to ensure the field mapping is accurate. To do this, click Edit Mapping. On the Default/Edit Mapping screen, the Wix Forms system fields mapped by default to the corresponding LeadSquared lead fields are visible. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • To mark a unique lead field as the search key, click Mark Unique.
  • To create a custom Wix Forms lead field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Note:

  • Based on the lead fields configured in your Wix form, and the use case you’re trying to solve, add or update the lead fields mapped in LeadSquared.
  • If you face an error when carrying out the field mapping, refer to How to Map Entity Options for Lead Capture.

LeadSquared - Wix forms edit mapping

 

6.3 Generate Lead Transfer

You can push data from Wix Forms to LeadSquared by either one of the following –

  • Generating a webhook URL to automate data transfer.
  • Including a piece of code in your website to initiate data transfer.

Generate Webhook URL 

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and set it up on your Wix Forms account. To know more, refer to Wix Automations.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures lead data from Wix Forms will be pushed to LeadSquared using the webhook.

LeadSquared - Wix forms enable sync

Data Transfer Code 

Add this code while publishing your website to push data from Wix Forms to LeadSquared –

export function wixForms1_wixFormSubmitted(data) {

    // This function was added from the Properties & Events panel. To learn more, visit http://wix.to/UcBnC-4

    // Add your code for this event here:

    var fields = data.fields;

    var json_data= {};

    fields.forEach(field_val => {

        json_data[field_val.fieldName] = field_val.fieldValue;

    });

    console.log(data);

    var xhttp = new XMLHttpRequest();

    xhttp.onreadystatechange = function() {

         if (this.readyState == 4 && this.status == 200) {

             console.log(this.responseText);

         }

    };

    xhttp.open("POST", "https://example.com"true);

    xhttp.setRequestHeader("Content-type", "application/json");

    xhttp.send(JSON.stringify(json_data));

 

}

Note: The event included in the code (wixFormSubmitted in the example above) may differ depending on each form’s trigger. For more details, refer to Getting Started with Velo.

 

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Wix Forms.
  2. Click the More Actions dropdown and select View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pushed from Wix Forms.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

LeadSquared - Wix forms view logs

 

8. Other Actions

You can edit or delete the Wix Forms connector instance that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and click the Wix Forms connector.
  2. On the Wix Forms connector page, click Settings.
  3. From the list of options, you can perform the following actions –
    • Add or edit Configurations
    • Disable the connector
    • Remove the connector

LeadSquared - Wix forms other actoins

 

9. View Reports

You can view the total number of leads that have been pushed by Wix Forms, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

 

Any Questions?

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