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Connecting and Mapping Native and Third-Party Forms

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Jon Walker
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SharpSpring enables you to connect and map native and third-party forms.

The Mapping Tool for forms can be used to include one of your existing forms on your website, rather than replacing it with a SharpSpring form.

This article will detail how to connect native and third-party forms.


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Regarding Supported Forms

Before connecting native and third-party forms, be aware that certain third-party form providers will require additional steps. For information working with individual third-party forms, refer to the following help articles:

For more information on implementing a SharpSpring form into your website, refer to SharpSpring Forms Overview.


Creating Native Forms

To create native forms, do the following: 

  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click 
    Content > Forms.
  3. Click Create Form.
  4. Enter a name for the form.
  5. Click the Native Form radio button.
  6. Click the appropriate radio button to determine how contacts who fill out the form should be assigned.
  7. Optionally, click the Allow a lead or contact record to be created even if an email address is not submitted checkbox.
  8. Click Continue.
  9. In the window that appears, copy the generated Javascript code.

Keep this browser tab open.

   

Click to enlarge.
 
Note: You can choose to allow a lead or contact record to be created even if an email address is not submitted. Checking this option will allow duplicate records to be created, since email address is the unique identifier in SharpSpring.

 


Creating Third-Party Forms

To create third-party forms, do the following:

  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click 
    Content > Forms.
  3. Click Create Form.
  4. In the pop-up menu that appears, enter a name for the form.
  5. Click the Third-Party Form radio button.
  6. Click the third-party form drop-down menu.
  7. Select the applicable third-party form.
  8. Click the appropriate radio button to determine how contacts who fill out the form should be assigned.
  9. Click Continue.
  10. In the window that appears, copy the generated Javascript code.

Keep this browser tab open.

  

Click to enlarge.
 
Note: You can choose to allow a lead or contact record to be created even if an email address is not submitted. Checking this option will allow duplicate records to be created, since email address is the unique identifier in SharpSpring. 

 


Mapping Native and Third-Party Forms

To map fields to a native or third-party form, do the following:

  1. In another browser tab, navigate to your website.
  2. Edit the website's code.
  3. Paste the copied native or third-party embed code
    after the closing form tag of the form on your website.
  4. Go to the website page that has the form.
  5. Fill out the form.
  6. Click the Refresh this Page button. The page will
    automatically redirect to Field Mappings.
  7. In the Field Mappings page that appears, map the fields.
  8. Click Save Mappings.
  
Note: SharpSpring offers Professional Services to assist with custom coding.

Mapping the fields tells SharpSpring what those Form Fields refer to. Whenever you fill out the form for the first time, you are generating mapping data.

As such, do not expect the lead to appear in the system until after the first entry. The second person to fill out the form will be imported as a lead.

Consequently, if you ever change your native or third-party form, you will need to repeat this mapping process again.

For information on mapping more than one form on a single page, refer to Tracking Native Forms.


Modifying Mapped Forms

To change mapped form settings, do the following:

  1. In SharpSpring's top toolbar, click Content > Forms.
  2. In the left panel, click  cog.png  Options > Manage Forms.
  3. Click the name of the desired native or third-party form.
  4. Edit the mapped fields as necessary.
  5. Click Save Mappings.


Adding Manual Submission to Native Forms

Manual submission may need to be implemented by your developers for any forms that do not fire a standard submit action when completed, or experience other issues working with SharpSpring code.

For information on adding manual submission, refer to Adding Manual Submission Options to Native Forms.

  

formID.png
Example native form ID.

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