In a previous post I discussed how to use the InsideSales.com web form integration tool to acquire leads from a web site. A part of the web form post are instructions, which tell InsideSales.com how to post information and what to do with it once it is posted. Below is a review of some of these instructions and how they impact your leads in a web form post.

Instructions for posting leads are programmed as hidden fields. Hidden fields generally look something like this: "input type=”hidden” value=”6” name=”hidden field". The input type designates this field as a hidden field. The value corresponds with the name, in that it tells InsideSales.com how to handle the instruction. The name field contains the instruction. Here are a list of hidden fields, and what they do.

“call_now” Tells InsideSales.com to insert this lead into the top of a dialer list for calling. This function is one way to facilitate an immediate callback. The corresponding value should be "1" to trigger the action, or "0" to not trigger.

“r_link” Tells the web form where to redirect to when someone clicks the submit button. The corresponding value should be a website.

“routing_rule_id” Identifies the routing rule in InsideSales.com to execute when the lead is posted. The corresponding value should be the numerical value of the routing rule in InsideSales.com.

“dup_basis” Tells InsideSales.com the criteria to use for checking the posted lead as a duplicate. The corresponding value(s) should be one of email, phone, first_name, last_name, company.

“email_template” Will automatically send an e mail as an auto response when the web form is submitted with an e mail address. The corresponding numerical value should be the numerical value assigned to identify the correct e mail template in InsideSales.com.

“selected_campaign_id” Adds the posted lead to a specific campaign. The corresponding numerical value should be the numerical value assigned to identify the correct campaign in InsideSales.com.

“lead_source_id” Adds the specified lead source to the lead when posted. The corresponding value should be the numerical value assigned to identify the correct lead source in InsideSales.com.

“lead_status_id” Adds the specified lead status to the lead when posted. The corresponding value should be the numerical value assigned to identify the correct lead status in InsideSales.com.

Various other hidden fields are available for less common functions. The fields above are by far and wide those used most often. For a complete list please contact your account manager, or call InsideSales.com at 801.853.4090.

One of the most effective ways to add leads to your CRM is to program a form on your website to automatically add leads to your CRM when information is submitted. This is relativly easy to do if you have access to your website code and are familiar with basic html.

Behind the scenes of every webform you have ever seen are instructions that decide what is done with the information submitted. To add the information to your InsideSales.com CRM you will want to use the InsideSale.com Lead Submission Form tool. Once logged into your InsideSales.com site, navigate to Admin | Manage Web Forms | Lead Submission Form.

The top of the screen displays the customizable options for your webform. Fill out the appropriate options and be sure to click the update button to update your web form code with the new options. After you have updated your form simply copy all the code in the box below and paste to your website wherever you would like the form located. You may want to test the form before posting it live.

The form will display in a standard template format. You can customize the way the form displays on your website by re arranging the code to make it more astetically pleasing if you would like.

Congratulations, you now have a web form to automatically post leads to your InsideSales.com CRM. Later we will be talking about more advanced web form integration, how to immediately respond to leads submitted to from a web form, and how to set up an automatic e mail campaign to enroll web form leads into a series of e mails.