Lead Squared Module

Webloytics allows for direct integration into Lead Squared to send leads in, and get status updates and ROI back out and into Webolytics. To do this, a safe connection to Lead Squared needs to be set up against the Vendor that is connecting to Lead Squared.

Before creating a Lead Squared Form Module, a new Lead Squared Connection will need to be set up against a vendor.

Creating a Lead Squared module

Log into webolytics, and go to the Form Builder > Forms and select the desired form > Edit. On the form that appears, scroll to the bottom-left form modules block. Click the Green ‘+’ button in the Form Conversion Modules Block, and select ‘Lead Squared Lead Capture’.

Once created, you will see you new Module in the list on the block. Click the green API icon next to the module to connect the form to Lead Squared. On the modal window, select the Lead Squared Connection and click ‘Create’.

Once a Lead Squared Module has been created and connected, it will be ready to have the form values in webolytics mapped to it.

In order for the form to push to Lead Squared, the module will need to have relevant fields mapped to it.

Setting up the Lead Squared Module

Click the edit icon next to the Lead Squared module. This will launch a modal window which allows for control of the module.

By default, the module does not push to Lead Squared. To change this, turn on the Push to API switch in the top right of the modal and click ‘Update’.

To map form fields to the module, click the green ‘+’ icon. On the select option that appears, select the field that you want to be mapped through to Lead Squared and then click the green tick icon.

Repeat the process above until all form fields that you want to be included are present.

The form will now push through to the Lead Squared when a successful lead is submitted. Any leads which fail validation will not be sent through to Lead Squared.