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Connecting to Website Contact Forms

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 or configure a webhook integration on your form builder.

Connecting to your Contact Forms

Most website contact forms can be connected to Privyr by inserting a custom integration script to the footer of your site. This works with popular website builders such as WordPress and Wix, as well as custom coded websites that follow standard HTML formatting.

Follow the steps below to generate and add your custom script to your website:

  1. Generate a custom Privyr integration script for your account
  2. Add the custom script to the footer of your website, in the same way you would add a Google Analytics script or Facebook Pixel to your site. Here are the steps for the popular website platforms:
    • If you’re using a different website builder, look up and use the same steps as you would to insert a Google Analytics Script or Facebook Pixel.

Alternately, some contact forms require a direct integration to be set up via webhook, and won’t work with a Privyr integration script. Here are the instructions to connect some of the most popular contact forms:

If you have a different type of contact form that doesn’t support the Privyr integration script, you can always use our Zapier integration to connect it to Privyr.

Getting your Privyr Integration Script

You can request a custom Privyr integration script for your website by going to your Account tab, selecting Integrations, and tapping on Website.

Once you enter your website address and submit, our team will check your website to confirm compatibility and contact you via email with the custom script and instructions to add it to your site.

Add this custom script to the footer of your website, in the same way you would add a Google Analytics script or Facebook Pixel to your site. Here are the steps for the popular website platforms:

If you’re using a different website builder or have a custom coded site, look up and follow the same steps as you would to insert a Google Analytics Script or Facebook Pixel.

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.

Adding a Script on WordPress

If your contact form is on a WordPress site, you may need to install the Header & Footer Scripts plugin to add the Privyr script to your site footer.

  1. Log in to your WordPress dashboard
  2. Click on Plugins in the left column
  3. Click on Add New
  4. Search for the free Header & Footer Scripts plugin
  5. Click on Install Now
  6. Click on Activate once the install is completed
  7. Click on Settings
  8. Click on Header & Footer Scripts
  9. Paste your Custom Privyr Script in the box under Scripts in footer
  10. Click on Save Settings

That’s it! Once done, you may try submitting a test lead via your contact form and confirm that you receive a new lead alert on your Privyr account. 

Adding a Script on Leadpages

If your contact form is on a Leadpages site, you can add custom scripts to the website via the Analytics function.

  1. Log in to your Leadpages account and click on Settings
  2. Click on Analytics
  3. Paste your Custom Privyr Script in the box under Immediately before the closing </body> tag
  4. Click on Save

That’s it! Once done, you may try submitting a test lead via your contact form and confirm that you receive a new lead alert on your Privyr account.

Connecting to Ninja Forms

You can connect Privyr to your Ninja Form(s) to receive new leads submitted via Ninja Forms in your Privyr account.

  1. Log in to your Ninja Forms account and click on Email & Actions tab
  2. Click on the (+) button and select Webhooks (or edit your existing Webhook, if you have one)
  3. Fill in the following fields at the top:
    • Action Name: Send Leads to Privyr
    • Remote URL: https://www.privyr.com/integrations/api/v1/new-cf-webhook-lead
    • Remote Method: POST
  4. Fill in the following Args:
    • name: <select your name field>
    • phone: <select your phone field>
    • email: <select your email field>
    • Add any other fields that you wish to capture in Privyr as additional parameters
    • cf_reference: Enter a name for your contact form (you can change this to any value you like. It will be displayed on the lead details for your own reference)
    • license_code: Contact Privyr Support to get your license code
  5. Set the following under Advanced:
    • Encode Args as a JSON String: OFF
    • Run in Debug Mode: OFF
  6. Click on DONE and then PUBLISH

That’s it! Once done, you may try submitting a test lead via your contact form and confirm that you receive a new lead alert in your Privyr account. 

Connecting to Zoho Forms

You can connect Privyr to your Zoho contact form(s) via webhooks to receive new leads submitted via Zoho Forms in your Privyr account.

  1. Log in to your Zoho account and click on Integrations tab from the form builder.
  2. Click on Webhooks from the left panel and select Configure Webhook on the main screen
  3. Fill in the following details in the configuration:
    • Webhook URL: https://www.privyr.com/integrations/api/v1/new-cf-webhook-lead
    • Content Type: application/json
  4. Set the Payload Parameters to map your form fields to Privyr, using the following parameters and selecting the field that corresponds to it:
    • Parameter Name: name
    • Parameter Name: phone
    • Parameter Name: email
    • Add any other fields that you wish to capture in Privyr as additional parameters
  5. Add the following URL Parameters:
    • license_code: Contact Privyr Support to get your license code
    • cf_reference: Enter a name for your contact form (you can change this to any value you like. It will be displayed on the lead details for your own reference)
  6. Click on Save

That’s it! Once done, you may click on Test Webhook or try submitting a test lead via your contact form and confirm that you receive a new lead alert in your Privyr account.

Updated on November 24, 2021

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