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Web-to-Leads

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Maria Herrell
Updated 3 weeks ago
Pipeline CRM’s Web-to-Leads feature lets you instantly capture information from your website visitors and automatically create new leads in your CRM—eliminating manual entry and spreadsheets for a smoother workflow.

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

  1. 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.
  2. 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
  3. Map Your Fields
    • Ensure your form field names match those expected by Pipeline CRM.
    • For help mapping custom fields, review the API documentation.
  4. 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 inactiveUpdate to valid, active user
Missing required fieldRequired field (e.g., email) empty    Ensure all required fields
CAPTCHA FailedCAPTCHA not passed    Review CAPTCHA configuration


Example HTML Form
<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.
Frequently Asked Questions
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.

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