Connecting to Wix Websites

Introduction

You can connect Privyr to Wix to receive new leads submitted via your Wix website contact forms 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 a Wix account and website(s) to set up this integration.

Connecting to Wix

Connecting your Privyr account to Wix only takes a minute, and can be done directly from your Wix account.

Follow the instructions below to connect your Wix website(s) to Privyr:

1. Sign in to your Wix dashboard at https://manage.wix.com/
2. In the left column, click on CRM Tools > Automations
3. Click on + New Automation
4. Under the Trigger section, select Wix Forms
   • Leave the setting below as ‘Any form’ to receive leads from all forms on your website, or select ‘A specific form’ if you only want to send leads from specific forms to Privyr
5. Under the Action section, select Connect to Webhook
   • If you don’t see the option to ‘Connect to Webhook’, you may need to enable Velo Dev Mode then try again.
6. Paste the Target URL from your Privyr account
   • This value can be found on the Wix integration page in your Privyr account
   • Leave the setting below as ‘All keys and values’ 
7. Click on Activate
8. Enter a name for the automation (e.g. ‘Send leads to Privyr’), then click Save
9. Ensure your new automation is set as Active 

Once done, you can then submit test leads on your website contact form(s) to ensure you receive them instantly in your Privyr account.

Enable Velo Dev Mode

When following the instructions to connect Privyr to Wix, you may not see ‘Connect to Webhook‘ as an option under the Action section. Please enable Velo Dev Mode to see this option, via the following steps:

1. Edit your Wix site and click on Dev Mode in the header
2. Click on Turn on Dev Mode, then publish the site

Once done, retry the steps to Connect Privyr to Wix and you should see the option to ‘Connect to Webhook‘.

New Lead Alerts

Once you connect Wix to your Privyr account, any new leads submitted via your Wix 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.

Distribute Wix Leads to other Recipients

You can share leads from your Wix website with other recipients via email, even if they don’t have a Privyr account. This is useful if you’d like to distribute leads to your clients or colleagues, and can be configured to forward all leads to all recipients, or distribute leads equally in a Round Robin fashion.

Recipients will receive new lead details instantly via email, with attribution ‘This lead was sent to you by @name at @company‘ (where @name and @company are replaced with the Name and Company from your User Profile, respectively).

You can set up Lead Distribution for your Wix leads via the following steps:

1. Go to your Lead Distribution Dashboard by clicking on Integrations > Lead Distribution banner on the Privyr desktop site.
2. . Click on +Add New Rule.
3. Select your Rule Criteria for your Wix leads.
   • If you do not see Wix as an option here, please send yourself a test lead from your Wix website first before trying again.
4. Under Distribution Settings, add in the email addresses of the recipients you wish to send leads to. To remove a recipient, simply click on the X icon next to their email address.
   • By default, every lead will be sent to all recipients in a Broadcast mode.
   • Click on Advanced Settings to change this to Round Robin Distribution instead. Note that at least 2 recipients are required to enable Round Robin distribution.
     • You can also change the LEADS/ROUND column to change how many leads each recipient should receive per round (up to 5 leads per round).
     • You can edit a recipient’s order in receiving a lead by tapping on ‘…’ on the right of their email address to move them up or down the list.
5. By default, all distributed leads will still be saved to your Privyr account. However, you can change this by toggling under My Account Settings.
6. Click Create Rule once you’re done.