How to Integrate LeadCapture.io with LeadByte
This guide walks you through integrating your LeadCapture.io forms with LeadByte to automatically post leads upon submission. Follow these steps to ensure seamless integration and data transfer between the two platforms.
Watch an over the shoulder walk through here:
Prerequisites
- A LeadCapture.io form is already set up.
- Access to a LeadByte campaign with API credentials.
Step 1: Set Up Your LeadCapture.io Form
Before starting the integration:
- Ensure your LeadCapture.io form is created and configured with all necessary steps (e.g., entry step, fields like name, email, phone).
- Deploy the form on your landing page by:
- Going to Publish > Pixel Script in LeadCapture.io.
- Copying the Pixel Script and embedding it into your page (in the header or code block).
- In Step 2 > Behavior Options, copy the relevant embed code and paste it into the correct location on your page.
Step 2: Integrating LeadCapture.io with LeadByte
Accessing LeadByte Credentials
- In LeadByte, navigate to your campaign.
- Go to the Posting Method section and choose Optimized REST API.
- Retrieve the following information from LeadByte:
- Campaign ID
- REST API Key
Configuring LeadCapture.io to Post Leads to LeadByte
In LeadCapture.io, go to Lead Delivery.
Scroll down to Email Services, CRM, and Lead Distribution Tools and expand the LeadByte section.
Enter the following details:
- Post URL: This can be found in your LeadByte campaign.
- Campaign ID: Copy this from LeadByte and paste it into LeadCapture.io (without quotes).
- X-Key: This is the API key from LeadByte. Ensure you copy only the key (without
X_key
).
- Click Save in LeadCapture.io.
Step 3: Mapping Fields Between LeadCapture.io and LeadByte
- Email Field Mapping:
- In LeadCapture.io, go to your form’s Email step.
- Click on the pencil icon to edit the field.
- Expand the LeadByte section.
- In LeadByte, find the field name (e.g.,
email
) and copy it. - Paste the field name into LeadCapture.io and save.
- Phone Number Field Mapping:
- In LeadCapture.io, go to your form’s Phone Number step.
- Expand the LeadByte section.
- In LeadByte, copy the phone field name (e.g.,
phone1
) and paste it into LeadCapture.io. - Save the form field.
- Additional Fields:
- For any other custom fields (e.g., address, bill amount), go to Advanced Options in the respective LeadCapture.io form step, expand the LeadByte section, and map the custom field names as per your LeadByte campaign setup.
Step 4: Testing the Integration
- Refresh your page with the embedded form.
- Fill out the form fields and submit a test lead.
Verifying the Lead in LeadByte
- Go to LeadByte and check if the submitted lead is present in your campaign.
- Check for details like name, email, phone number, and IP address.
- In LeadCapture.io, verify that the lead has posted, along with its verification status and any additional analytics.
Step 5: Troubleshooting
If the lead isn’t posting:
- Verify that each field is mapped correctly between LeadCapture.io and LeadByte (correct field names, no missing or incorrect values).
If you encounter any issues or need further assistance, feel free to reach out to us at support@leadcapture.io. We’re happy to help!