Settings
How to integrate existing Web Form(s) from your Website
If you want more control over Web Forms, use POST FORM DATA FROM YOUR WEBSITE option on Salestrekker instead of adding pre-built Web Form to Website. This way you can customise the form as you wish and submit the data directly to chosen workflow within Salestrekker.
Log in to your Salestrekker account and head over to Settings screen. Scroll the sidebar on the left to the bottom where you'll find the Web Forms option, and click on it, in order to get to the screen as shown below.
In the bottom part of the screen titled Post form data from your website, choose the Workflow and Stage where you want new deal to be created. When both workflow and stage have been selected, you will be provided with the URL to which the data can be submitted to via the Web Form.
Even though there is a limited set of fields which are directly mapped to the Salestrekker data, all other fields which get included in the Web Form will be stored in the Summary Note within the deal.
All the field names are denoted with bold text and should be used as such. Fields which support multiple options (ie. are not available for free entry) have their respective values listed below the field. Fields which will be directly mapped to Salestrekker data are as follows:
- firstName (required)
- familyName (required if provided, if omitted firstName will be split on space)
- title
value 1 equals to "Mr"
value 2 equals to "Ms"
value 3 equals to "Mrs"
value 4 equals to "Dr"
value 5 equals to "Prof"
value 6 equals to "Miss"
value 7 equals to "Sir" - middleName
- dob (must be UTC epoch)
- gender
value 1 equals to "Male"
value 2 equals to "Female"
value 3 equals to "Other" - maritalStatus
value 1 equals to "Single"
value 2 equals to "Married"
value 3 equals to "Divorced"
value 4 equals to "De Facto"
value 5 equals to "Other" - dependants
- phonePrefix
- phone
- address
- housing
value 1 equals to "Own"
value 2 equals to "Renting"
value 3 equals to "Boarding"
value 4 equals to "With Parents"
value 5 equals to "Other" - incomeRental
- incomeTaxFree
- incomePension
- income
Name is a required even though it consists out of firstName and/or familyName. Field for the first name (ie. firstName) is always required and must be provided. Field for the family name (ie. familyName) is optional - if it is provided it must be required, if it is omitted then it's value will be extracted from the first name field by splitting it's value on space, meaning that the field for the first name (ie firstName) must contain both first and family names.
All other fields provided within the Web Form will also be saved to the Salestrekker - within the deal Summary Note field, meaning that you can submit any additional number of fields and their values. For example, adding a field with the name employerName will also be saved, although to summary note since it's not on the list of supported/directly mapped fields.
We do not recommend using this form of integration on the client side (ie. implementing the URL directly on the client-side where the URL can be accessed/read by anyone. Just like any other API, our URL is self-contained and will accept the data from anywhere on the Internet. In order to avoid spambots and/or any other form of spam data - we strongly urge you to implement the URL on the server side.
Example form which will post data to your URL is as follows:
<html>
<form enctype="multipart/form-data" method="post" action="SALESTREKKER-PROVIDED-URL">
<input type="text" name="firstName" required="required">
<input type="text" name="familyName" required="required">
<input type="text" name="eMail">
<input type="submit">
</form>
</html>
Do note that SALESTREKKER-PROVIDED-URL must be replaced with the URL provided in the first step mentioned on this page, as well as that Web Form must use enctype="multipart/form-data".
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