What You'll Need
- Web-to-Leads Key: Find your unique key in Pipeline CRM under Settings > API.
- User-specific Web-to-Leads ID (W2LID): Each user generating leads should obtain their own W2LID.
- Access to the API documentation provides technical details and allows you to customize your integration.
How to Set Up Web-to-Leads
- Locate Your API Key and W2LID
- Go to your Pipeline CRM account and navigate to Settings > API.
- Note down your Web-to-Leads key and relevant W2LIDs.
- Create Your Web Form
- Set up a simple HTML form on your website.
- Required fields: name, email, and any custom fields you need.
- Use the following as your form’s action URL:
https://app.pipelinecrm.com/web_lead
- Map Your Fields
- Ensure your form field names match those expected by Pipeline CRM.
- For help mapping custom fields, review the API documentation.
- Test Your Integration
- Submit a test lead to ensure all data is being properly captured.
Spam Prevention Tips
Bots love web forms! To block spam submissions:- Add a reCAPTCHA or hCaptcha widget to your form.
- Consider using hidden “honeypot” fields and server-side data validation.
- Monitor for suspicious activity and set up IP rate limiting if needed.
Troubleshooting
New Leads Aren’t Appearing?- Is your W2LID valid and linked to an active user?
- Are you using the correct form action URL? (Should be
https://app.pipelinecrm.com/web_lead
) - Are your fields properly formatted, especially the email address?
- For deeper troubleshooting, enable developer mode with:
<input type="hidden" name="developer_mode" value="true">
Submitting a test lead with developer mode enabled will return detailed error messages.
Error Message | Likely Cause | Solution |
---|---|---|
Invalid W2LID | W2LID missing or user inactive | Update to valid, active user |
Missing required field | Required field (e.g., email) empty | Ensure all required fields |
CAPTCHA Failed | CAPTCHA not passed | Review CAPTCHA configuration |
<form method="POST" action="https://app.pipelinecrm.com/web_lead">
<input type="hidden" name="w2lid" value="YOUR_W2LID">
<input type="text" name="name" placeholder="Full Name" required>
<input type="email" name="email" placeholder="Email Address" required>
<!-- Add more fields as needed -->
<!-- CAPTCHA integration goes here -->
<button type="submit">Submit</button>
</form>
Compliance and Security
- Always use HTTPS to submit lead data.
- Make sure your organization follows privacy and data regulations such as GDPR.
- Regularly review your privacy policy and inform your users how their data will be processed.
Q: Can I add extra custom fields?
A: Yes! Include additional fields as needed and map them using the API documentation.
Q: What if I use a website builder (Wix, Squarespace, etc.)?
A: Most builders allow custom code forms. Insert the sample HTML or use their form builder to post to the correct URL.
Q: Can multiple users have their own W2LID?
A: Yes, each user can generate their leads by including their W2LID in the form submission.
Need More Help?
- Consult the full API documentation for advanced setup.
- Reach out to Pipeline CRM Support at [email protected].