SharpSpring enables you to include a postback URL when you create a form. Adding a postback URL to SharpSpring enables you to send the data from a form to a third-party service. This guide provides information on where a postback URL can be added to a form in SharpSpring.
The following User Roles have access to create a form or action groups:
- Marketing Manager
Adding Postback URLs
Sending a contact’s information to a web address is called a webhook or postback URL. SharpSpring can add this information into forms.
To add a postback URL or webhook to a form in SharpSpring, do the following:
Step One: On the toolbar, hover over Content.
Step Two: In the drop-down menu that appears, click Forms.
Step Three: On the top left, click the icon.
Step Four: In the drop-down menu that appears, select Manage Forms.
Step Five: Find the form you would like to add the as the postback URL.
Step Six: To the right of the form's name, click the icon.
Step Seven: In the drop-down menu that appears, select Edit Form.
Step Eight: Within the General Tab, in the Form Data section, select the Lead Status.
Step Nine: Add the URL into the Postback URL text box.
Step Ten: In the bottom-right portion of the window, click Save Changes.
Posting Lead Information in Automation
In SharpSpring, you can post lead information as an action in an automation. Certain CRMs, SharpSpring included, support webhooks or postback URLs to bring contact information into the system or to update existing contacts. This can be useful to update a lead elsewhere when the lead meets the trigger conditions for an automation in SharpSpring.
To add lead information to automation in SharpSpring, do the following:
Step One: In the top toolbar in the SharpSpring application, hover over Automation.
Step Two: In the drop-down menu that appears, select Action Groups.
Step Three: Edit or create an action group.
Step Four: In the When and what should your action group accomplish section, change the action to post back lead info.
Step Five: Insert the postback URL in the to the URL text box.
Step Six: Click the Save Changes button.