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Connecting to your Website

Introduction

You can connect Privyr to your website to receive new leads submitted via your website’s contact form(s) in your Privyr account. This gives you instant new lead alerts and automatically creates the leads in your client list so you can immediately contact them.

Note that you’ll need to have an existing website with a contact form that collects lead details, as well as permissions to add a script to your website footer.

Connecting to your Website

You can put in a request to connect your Privyr account to your website by going to your Account tab, selecting Integrations, and tapping on Website.

You’ll be prompted to enter your website address, after which we’ll confirm compatibility and contact you via email with instructions to connect your website to your Privyr account.

We’ll provide you with a script to add to your site footer so that your Privyr account can receive new leads. Don’t worry, this one-time setup takes under a minute and we’ll be there to guide you if needed.

New Lead Alerts

Once you connect your website to your Privyr account, any new leads submitted via your website’s contact forms will send you a new lead alert via the Privyr app and email. You can configure these alerts via your Account Notification Settings.

Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response.

You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.

All new leads from your website will be displayed with a NEW LEAD label on their client details and on the client list until you act on them. They’ll also appear in your New Leads group.

Depending on your New Lead Settings, the NEW LEAD label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up. You can also manually mark or unmark a new lead via the options menu when viewing the lead.

Updated on September 14, 2020

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